Streamline commission operations and provide reps with exports of their commissions in the latest round of feature enhancements!

• Bulk Earnings Override: Save time managing commissions by overriding earnings for multiple deals and earners at once on the Deals page.
• Member Export on Payouts: Now Members can export their payouts to keep historical record of their commissions.
• Member Page Visibility: Set your preferences for whether workspace members can view all members on the Members page.
• Lead & Invoice object support in HubSpot integration: Now HubSpot customers can sync data from the Leads or Invoices object for expanded compensation plan support.
• User ID added to Member alignment: Easily view the integration user ID when aligning QuotaPath members to integration users.
• Google Sheet Integration Errors: New error messages added to Google Sheets integration set-up to troubleshoot common data formatting issues.

We’ve launched major updates to help your teams better understand and manage commission earnings and quota attainment.
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✅ Component Folders: Organize earnings components by category (like New Business or Product Type) to create a clearer view of what drives earnings. Plus, admins can now group components within folders, making comp plans easier to navigate and interpret.

• Adding and Viewing a Component Folder (Help Center)
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📊 Updated Component Cards & Graphs: Earnings and attainment cards now reflect more accurate, time-specific data. Filter by date range to see prorated quotas and progress, with updated visuals that highlight quota lines and changing targets over time.

• View Attainment Updates (Help Center)
• View Earnings Updates (Help Center)

PS: Not ready for these changes? That's okay. For the next month, you can opt out.

Refreshed Page Filters - Clearer organization and insights:

Our new and improved filter interface means no more filter resets! Streamline filter selection and performance with a new page filtering interface to easily view and manage filters. Experience filter persistence across pages to streamline workflows. Additionally, avoid conflicting filter selections through a new combined plan & component filter.

Earnings, Attainment & Team Tables updates for improved usability:

Recent updates to our table views make navigating and customizing your data easier with revamped tables across our Earnings, Attainment, and Teams pages. You’ll see enhancements, such as frozen page and table headers, customizable column selection & re-ordering, and advanced table filtering per column.

These enhancements will be gradually rolled out over the next few weeks, so stay tuned for updates!

We’re making it easier than ever to build and scale compensation plans. With the Workspace Component Library, you can now pull any components from your existing plans, active or draft, in your workspace into your current plan—saving you time.

How it helps:

• Reuse with ease – Pull in proven components from existing plans.
• Build faster – Skip repetitive setup and accelerate plan creation.
• Stay consistent – Ensure alignment across teams and compensation structures.

Now available in the Plan Builder’s Workspace Component Library!

P.S. Not ready for the future just yet? That’s okay! Until the end of March, you can opt-out and use the original Plan Builder.

Manually uploading commission payouts into payroll is a thing of the past. With QuotaPath’s seamless Rippling integration, automate payouts from plan to paycheck — saving time and reducing errors for Finance, RevOps, and HR teams.

Send payouts directly to payroll

No more downloading, formatting, or re-uploading spreadsheets. QuotaPath schedules and aligns payouts with Rippling pay runs, reducing administrative work and ensuring payroll accuracy.

Streamline access to QuotaPath

Create app access rules in Rippling to automate user creation and deactivation in QuotaPath and streamline access with single sign-on.

Track and export payouts from Payroll

Not using Rippling for payroll? Good news! All customers can access the new Payroll page to track scheduled and paid payouts over time and download payroll-ready exports.

This is available for customers on our new Premium package. To request access, contact your Customer Experience Manager.

QuotaPath now features an enhanced comp plan builder, powered by AI and equipped with a comprehensive component library.

Key highlights include:

• Effortlessly create your comp plan with AI - start with a prompt or upload a PDF.
• Easily optimize, refresh, or update plans in just a few clicks.
• Leverage 20+ pre-built components, like accelerators, milestones, and more, for seamless and efficient plan building.

To get started, review the Help Center plan builder collection below.

P.S. Not ready for the future just yet? That’s okay! For the next month, you can opt-out and use the original Plan Builder.

Today’s release introduces two new features to the Plans page to support admins in maintaining the historical accuracy of their compensation plans and data.

Now, when assigning members to a plan, a start and end date must be set. By using the plan effective dates as the source of truth for filtering plan data, workflows will be simplified, and a date filter will no longer be required in new data mappings.

Plus, after closing the books on an earnings period, admins can lock plan data within a specific date range so that deals falling within this date range no longer sync with the data source. This freezes commission data and avoids unwanted discrepancies or clawbacks.

Improved navigation with workflow categorization, expanded HubSpot object support, and simplified plan types.

• New Navigation Menu: New categorization of pages and reordered pages to streamline workflows and allow for quick access to frequently visited pages
• HubSpot Deal Splits: Sync data with HubSpot's Deal Split object for expanded compensation support and automation
• Payout Eligibility Rules in Mapping Templates: Include and configure payout eligibility rules when creating integration mappings
• Basic Plans Removed: Now only admins can create plans and plans previously created by members have been removed

Now you can see commission data relevant to your role and take action without leaving HubSpot. No more toggling between QuotaPath and HubSpot.

Key features include:

• Real-time forecasting: Sales reps can now see their estimated earnings alongside deal values directly in HubSpot — this has never been offered in a CRM before!
• Deal approvals and flagging: Easily manage your sales pipeline with built-in approval workflows in HubSpot
• Commission operations: Track earnings, payouts, and deal values on every deal… in HubSpot

Our new App Cards offer a seamless and native experience within HubSpot, making it easy for your team to adopt and use. To learn more and set up in your HubSpot account, view our documentation.

Expanded compensation plan data & payout eligibility rules to adapt with your commission process, and a new & improved login experience!

• Base & Variable Import/Export: Upload the base salary & variable pay for any plan type (regardless if you're using it for automatic rate calculation) & export from the Members page
• Expanded Payout Eligibility Dates: Add up to 24 payout eligibility dates to release commission payment at the right time
• New Login Page: View all workspaces you're a member of in order to quickly and easily login to QuotaPath