QuotaPath

Welcome home, Hugo!

August 8, 2023

Getting started

Finalize plan

2 / 4 steps complete

Account Executive: Single Rate Commission

Create your first plan

Takes 4 mins

If you choose to build a plan from scratch, you'll give the plan a name then add paths to the plan. For an overview of how to create paths, click learn how below.

Automatically sync your deal data to calculate commissions in real-time.

Assign team members

Takes 1 min

Select your team members eligible for this plan. Connect your CRM first to make member selection easier.

View plan earnings

Takes 1 min

Members

View members

Total members

1

Add members

Pending

0

Send invites

No plan assignment

0

Assign members

What's new

View all articles

Improvement

Product update

Add Plan and Path Data to Deals

We've made a couple changes to Deals. You can now add two new columns in Deals that show what Plan and Paths are driving earnings on the deal. Exports from Deals will also include Plan and Path information.

You'll also see the "Approved" column frozen to the right hand side to make it easier to approve deals as you digest the information in the columns.

To add Plan and Paths to your Deals view, go to Deals, click the edit columns icon, and select plan and path.

Improvement

New feature

Product update

Home for Members and Managers

We’ve released a new Home experience for Members and Managers. It gives you critical information about your commissions in one place. Home includes:

Recent Activity - quickly see what updates have been made since you last logged in - deals closed, deals flagged, plans assigned, and payments scheduled, paid and owed.
Mobile-friendly - access QuotaPath from anywhere to see your earnings and attainment.
Performance Overview - a breakdown of your earnings per month and per plan, your team leaderboard, and your payouts.
Forecast your potential earnings - now you can forecast your potential earnings straight from Home to see what you COULD earn by closing deals in your pipeline.

Learn more

Tour QuotaPath

Discover how QuotaPath works

Your workspace is equipped with sample data to make exploration easier. Browse the tour options below to explore and learn more.

Remove sample data

More resources

How to get onboarded to QuotaPath

An overview of how to get up and running in QuotaPath to start to automate your commission process.

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How to connect your systems

Learn how QuotaPath integrations work (and what’s available!) to connect and sync data from your CRMs, Invoicing, ERP systems and more.

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How to build (and motivate!) your team

Discover how to build a team in QuotaPath and create a Leaderboard to motivate and coach your reps.

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How to view earnings and attainment

Learn how to view and audit your team’s earnings and attainment using the Earnings & Attainment pages.

Learn more