Feature Releases & Updates from QuotaPath
Product update
Feature update

Connect your comp plans to your GTM motion with our AI Revenue Strategist

QuotaPath avatar
Shared by QuotaPath • June 01, 2026

Meet Atlas

You already use QuotaPath to run commissions. Now, meet Atlas, your AI Revenue Strategist, built to determine if your incentives are driving the right behaviors and if your GTM is built to hit your number.

With Atlas:

✔ Validate your plans against benchmarks and best practices

✔ Stress test scenarios before rollout

✔ Align incentives to business goals

✔ Connect comp plans to your broader GTM motion

✔ Get instant, trusted performance insights

Built on proprietary QuotaPath data, Atlas gives RevOps, Finance, and Sales leaders a single source of truth to plan smarter and reduce risk.

See how Atlas + QuotaPath work together to design, deploy, and optimize your comp strategy.

Learn more in our Help Center Article here.

Product update
Feature update

Now Live! Clearer Payout Eligibility

QuotaPath avatar
Shared by QuotaPath • May 18, 2026

Now live! Clearer Payout Eligibility

For teams using Payout Eligibility rules, we've shipped a series of improvements to give admins and reps better visibility across setup, validation, and payout preparation.

See how eligibility rules are configured

Payout Eligibility Rule Type and Rule Value are now visible on the Earnings page (per deal) and Deal Details page (per component), so you can confirm your setup will behave as expected before approvals and payouts begin.

Know what's payable before you take action

A new Payable Amount to Date column on the Earnings and Deal Details pages shows exactly what has met your criteria and is available to move forward, so you can sanity-check totals without running through the full approval workflow.

Filter payouts by eligibility date

Admins can now set an eligibility cutoff date on the Payouts page to see only the deals eligible through that point alongside their corresponding payable amounts. No more manual exports and date filtering to prep a payout run for a specific pay period.

Read the full Help Center article here.

Product update
New feature

Earnings Explanations Are Now Live

QuotaPath avatar
Shared by QuotaPath • March 02, 2026

Your team can now instantly understand “why” a deal earned a specific amount or rate—directly from the Earnings and Deals pages.

With Earnings Explanations, you can:

  • Get in-context, human-readable breakdowns of how each deal’s earnings were calculated
  • See clear explanations of rates, components, and adjustments (like retroactive accelerators, negative earnings, and overrides)
  • Gain confidence that comp rules were applied fairly and accurately
  • View written summaries and supporting metrics in a format that’s easy to digest
  • Reduce questions to Finance & RevOps, and resolve them faster when they do come up

Earnings Explanations are built to support:

  • Reps looking for clarity on commissions
  • Validating payout accuracy
  • Reviewing team performance
  • And much more

Read the full Help Center article here.

Product update
New feature

Beta Release of Earnings Explanations

QuotaPath avatar
Shared by QuotaPath • January 28, 2026

Now, your team will be able to instantly understand “why” a deal earned a specific amount or rate directly from the Earnings and Deals pages… and we’d love your feedback as you use it over an in-app survey.

With Earnings Explanations:

  • Get in-context, human-readable breakdowns of how each deal’s earnings were calculated
  • See clear explanations of rates, components, and adjustments (like retroactive accelerators, or negative earnings and overrides)
  • Gain confidence that comp rules were applied fairly and accurately
  • Check written summaries and metrics to match user preferences
  • Enjoy fewer questions to Finance & RevOps, faster resolution when they do come up

Reps wanting clarity on commissions? Validating payout accuracy? Reviewing team performance?

Earnings Explanations will be here to address all of those.

Read the full Help Center Article here.

Product update
Feature update

📢 New: Find & Troubleshoot Missing Deals

QuotaPath avatar
Shared by QuotaPath • December 17, 2025

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

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.

Feature update
Integration update

October & November 2025 Feature Enhancements

QuotaPath avatar
Shared by QuotaPath • December 10, 2025

Our latest round-up of feature enhancements bring plan configuration clarity, streamlined data views, and safeguards from plan edits.

  • 'View as' Archived Members: Now Admins can filter for archived members on the Earnings and Attainment pages
  • Milestone Bonus Display: Component summaries for milestone bonuses will now display the total bonus amount, instead of the incremental amount, for better plan clarity
  • Rate Change Confirmation: Changes to components resulting in a change of rates will be confirmed first before applying
  • Roll-Up Icon: More easily identify roll-up components with the new roll-up icon in the sync status
  • Collapsed Plan Cards: Easily collapse plan cards when viewing multiple plans at once on the Earnings or Attainment pages
  • Plan Dates: Edit the plan effective dates by clicking "Edit Plan Details" from the plan detail page
  • Payout Export Improvements: Now you'll be able to see the Payout Eligibility Rule Type & Value in the payout page exports
New feature
Product update

📢 New: Build Smarter Earnings Rate Logic with Fewer Components

QuotaPath avatar
Shared by QuotaPath • November 19, 2025

Rate Formulas are live! 🎉

You can now support complex earnings logic, like attainment-based adjustments, matrix-style rates, and stacking multipliers, directly within your commission or bonus components. No more overbuilt plans or spreadsheets.

✨ Set up dynamic rates that adjust automatically when deals meet specific criteria

🧠 Don’t know SQL? No problem. Use our AI Formula Generator to describe what you want, or drop in an Excel formula, and we’ll do the rest.

📌 Available to customers on Growth plans and above.

👀 Learn how to get started → Help Center Article

Feature update
Improvement

Improved Visibility into your Data Setup

QuotaPath avatar
Shared by QuotaPath • November 17, 2025

🔗 Source Record Page: Faster troubleshooting

Click any Source Record ID to jump into the full source record behind your QuotaPath deals. Use this page to quickly understand what data came in from your integration source and diagnose issues like:

  • A record not creating any QuotaPath deals
  • Missing components on a QuotaPath deal

And if you need to dig deeper, you can open Analyze Mapping directly from this page to troubleshoot that record against your mapping settings.

🔍 Analyze Mapping: Clearer logic and field insights

Quickly see how your fields connect and how rules apply. The updated modal brings all mapped values into one place so you can spot issues faster and confirm your setup works as expected.

🧩 Deal Details: Clear separation of QuotaPath deal data vs source record data

We added a new card that highlights key source record values and links directly to the Source Record Page, making it easier to understand what came from your CRM versus what exists in QuotaPath.

Feature update
Integration update

September 2025 Feature Enhancements

QuotaPath avatar
Shared by QuotaPath • October 10, 2025

Last month's product updates focused on integration improvements, including improving sync status visibility, new troubleshooting workflows, and more intuitive mapping settings. Learn more below:

  • Workspace Sync Status: Now you can easily view your integration sync status from anywhere in the app in the top header
  • Analyze Mapping: Quickly troubleshoot missing deals via the 'Analyze Mapping' button on records in the Source Data viewer
  • Google Sheet Errors: Improved error messages for sync issues related to Google Sheet formatting
  • Deal Owner Mapping Setting: A more intuitive mapping setting to designate how deal owners will match to plan assignees
Improvement
Feature update

August 2025 Feature Enhancements

QuotaPath avatar
Shared by QuotaPath • September 11, 2025

Last month’s product updates focused on improving plan visibility, streamlining workflows, and enhancing the Attainment experience. Key highlights include:

  • Guided Step for Mapping Plan Assignees: Admins are now automatically directed to the “Map plan assignees” step if it hasn’t been completed when creating plans with roll-up components.
  • Separate Time Period Selections on Attainment Chart: Independently select time periods for attainment and quota on the Attainment Over Time chart, offering clearer comparisons.
  • Updated Plan Filter Sorting: Plans are now sorted alphabetically by name (instead of by creation date), and components appear in the same order as they do on the Plan Details page.
  • Collapsible Folders by Default: To simplify the view across grouped components, folders are now collapsed by default on the Earnings and Attainment pages.
  • Linked Earnings from Approvals: While reviewing approvals, you can now click the hyperlinked earnings total to jump directly to the Earnings page for more detailed insight