March 2024 Feature Enhancements

Shared by QuotaPath • April 04, 2024

We've reduced clicks, added context, and provided more flexibility with our March enhancements across Plans with our March enhancements.

Draft Deals Enhancements - Edit, move to Closed Won or Pipeline and delete draft deals now to fully test all scenarios of your plans.
CRM ID added to Plans Performance - see the CRM ID and click to quickly access the record in your CRM on performance tab in Plans
Negative Rates in Multi-Rates Commission paths - you can now enter negative rates into commission tiers for multi-rate commission paths
Auto Rate Calculations All Time Period - add an option to calculate auto-rate calculations for all time periods at once - reducing clicks to update auto-rate calculations for all time periods