Feature Releases & Updates from QuotaPath
Product update
Improvement
Feature update

August 2023 Feature Enhancements

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Shared by QuotaPath • September 07, 2023

QuotaPath released several enhancements in August to increase the efficiency of managing compensation and continue to improve workflows between admins, managers and reps. Here’s what you’ll see:

  • New Payouts card in Home for Members & Managers - a snapshot of the commission lifecycle including what's been earned, approved, eligible and paid out
  • Duplicate path to other plan - now you can take your favorite paths and duplicate them to another plan
  • Payouts notes - there is now a column in Payouts that shows any associated notes
  • Show retroactive tiers - when viewing the path summary, it will now show you whether the rate is retroactive or not
  • Plans search bar - there is now a search bar in Plans that will allow you to quickly find plans
  • New flag reasons - we have expanded the reasons you can choose when flagging a deal including Earnings, Deal owner, Deal date, Path, Quota attainment, and other
  • Search by CRM ID - now you can search for a deal by CRM ID to quickly find all earners on the same deal record