Feature Releases & Updates from QuotaPath
New feature
Feature update

Draft Plan Data Validation

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We’ve added three new features to make it easier for admins to validate data on draft plans. Check out the recap below:

  • Shared Quota View in Draft Plan Attainment Chart: The "attainment by member" chart on the Performance tab now includes a Shared Quota option, making it easier to validate draft plan performance against shared quota assignments.
  • Analyze Mapping Now Supports Draft Plans: Draft plans and components are now included in the Analyze Mapping flow, with an icon distinguishing active from draft plans, so teams can validate and troubleshoot mappings before a plan goes live.
  • Draft Deal Details: When viewing a deal on a Draft plan from the Performance tab, now you can click the Deal Name to view the deal details, including the earnings breakdown.