Today’s 5 releases address your feedback to deliver workspace adaptability

These enhancements are a direct result of conversations we’ve had with you and other customers.

Cut plan setup time in half with Mapping Manager: Build a data mapping once and save it as a reusable template. Edit and reuse templates to drastically reduce plan setup time. Create a new mapping.

Automate Quota Attainment with Roll-Up Quotas: New Roll-Up Quotas automatically aggregate deal data from reps to accurately calculate quota attainment for plans dependent on team performance.

Manage Team Reassignments with Dynamic Teams: Easily reassign reps and managers to new teams and have quota credit automatically adjust based on set dates tied to that manager. Dynamic Teams keeps everything up-to-date when your org structure changes.

Distribute Accountability with Multi-level Approvals: Customize approval routing with steps for reps, managers, executives and finance. Give everyone visibility into progress toward final approval on the new Approvals page.

New Integrations with Salesforce, Xero and Microsoft Dynamics 365: We’ve connected to a new CRM and accounting software! If you integrate QuotaPath with Salesforce, now you can display approved earnings directly in your rep’s Salesforce view. Install the app on Salesforce AppExchange.