📢 New: Find & Troubleshoot Missing Deals

Admins can now use QuotaPath’s expanded search and data validation flow to find missing deals by record name and see exactly why they did or didn’t make it into QuotaPath.

🔍 What’s new

• Confirm data freshness at a glance
  Instantly see sync health so you know when your data was last refreshed and whether it’s ready to investigate
• Find any record by name, even if it never made it into QuotaPath
  Search by the fields you actually use and view both mapped records and ones that never made it into QuotaPath
• See the full source record context
  View all source data pulled from your CRM and every QuotaPath deal created from that record
• Understand why a record did or didn't sync
  Analyze how mapping rules and plan logic impacted the record so you know exactly what happened and what to fix

👀 Learn more

• Watch our short video to see this in action
• Troubleshoot Missing or Incorrect Deal Data

Note: This feature is only available for customers powered by our new data engine. If you want access to this, please get in touch with Support.