Record scope
Compensation records link quote outcomes to the applicable rep and configured compensation context. Users see only the records allowed by their role and selected period.
Review and approve
- Confirm the quote and rep assignment.
- Check the period and compensation category.
- Review calculated components and promotional bonuses.
- Approve only pending records that belong to the intended visible set.
- Keep rejected or corrected records traceable.
Reporting
Monthly and period reports summarize the saved compensation records. Use the record detail, not only the aggregate total, when resolving a payout question.
Still stuck?
Send the quote number, the step you were on, and the exact message shown to support@quotedeck.io.