Watch QuotaPath Academy On-Demand
Shared by Meg
• November 16, 2022
Our 3-part customer webinar series is now available to watch any time!
Prepare for 2023 by getting your comp plan structures in place, and built in QuotaPath. Set up your Workspaces with our newest features ahead of the new year.
If you're short on time, use the chapter markers to quickly jump to specific topics.
Part 1: How to design a comp plan
- Who to involve
- What data to incorporate
- How to align a plan to business initiatives
- Model your plans with Compensation Hub
Part 2: How to build a comp plan in QuotaPath
- Importing a plan from Compensation Hub
- Building a plan in QuotaPath
- Updating or archiving existing plans
- Adding Paths
- Setting quotas and rates
- Assigning a Plan
- Requestion Plan Verification
Part 3: How to use new features
- Multi-currency
- Payouts eligibility
- Team manager permissions
- Changing quotas & rates
- Path filters
- Effective rate detail
- Deal create permissions
- Payout & clawback notes