February 2024 Feature Enhancements

Shared by QuotaPath • March 05, 2024

Improvements to draft plans, more data in reports, and even more this month.

Add a Draft Deal to Draft Plans - Validate draft plan set-up and calculations by adding a draft deal to preview earnings and attainment.
CRM ID & Path Earnings in Reports - Aggregate data by CRM ID to report on all earners on a record and sum earnings by path.
Additional Fields on Deal Details Page - View additional deal fields on the deal details page.