QuotaPath Newsfeed

Now, your team will be able to instantly understand “why” a deal earned a specific amount or rate directly from the Earnings and Deals pages… and we’d love your feedback as you use it over an in-app survey.

With Earnings Explanations:

• Get in-context, human-readable breakdowns of how each deal’s earnings were calculated
• See clear explanations of rates, components, and adjustments (like retroactive accelerators, or negative earnings and overrides)
• Gain confidence that comp rules were applied fairly and accurately
• Check written summaries and metrics to match user preferences
• Enjoy fewer questions to Finance & RevOps, faster resolution when they do come up

Reps wanting clarity on commissions? Validating payout accuracy? Reviewing team performance?

Earnings Explanations will be here to address all of those.

Read the full Help Center Article here.

Admins can now use QuotaPath’s expanded search and data validation flow to find missing deals by record name and see exactly why they did or didn’t make it into QuotaPath.

🔍 What’s new

• Confirm data freshness at a glance
  Instantly see sync health so you know when your data was last refreshed and whether it’s ready to investigate
• Find any record by name, even if it never made it into QuotaPath
  Search by the fields you actually use and view both mapped records and ones that never made it into QuotaPath
• See the full source record context
  View all source data pulled from your CRM and every QuotaPath deal created from that record
• Understand why a record did or didn't sync
  Analyze how mapping rules and plan logic impacted the record so you know exactly what happened and what to fix

👀 Learn more

• Watch our short video to see this in action
• Troubleshoot Missing or Incorrect Deal Data

Note: This feature is only available for customers powered by our new data engine. If you want access to this, please get in touch with Support.

Our latest round-up of feature enhancements bring plan configuration clarity, streamlined data views, and safeguards from plan edits.

• 'View as' Archived Members: Now Admins can filter for archived members on the Earnings and Attainment pages
• Milestone Bonus Display: Component summaries for milestone bonuses will now display the total bonus amount, instead of the incremental amount, for better plan clarity
• Rate Change Confirmation: Changes to components resulting in a change of rates will be confirmed first before applying
• Roll-Up Icon: More easily identify roll-up components with the new roll-up icon in the sync status
• Collapsed Plan Cards: Easily collapse plan cards when viewing multiple plans at once on the Earnings or Attainment pages
• Plan Dates: Edit the plan effective dates by clicking "Edit Plan Details" from the plan detail page
• Payout Export Improvements: Now you'll be able to see the Payout Eligibility Rule Type & Value in the payout page exports

Rate Formulas are live! 🎉

You can now support complex earnings logic, like attainment-based adjustments, matrix-style rates, and stacking multipliers, directly within your commission or bonus components. No more overbuilt plans or spreadsheets.

✨ Set up dynamic rates that adjust automatically when deals meet specific criteria

🧠 Don’t know SQL? No problem. Use our AI Formula Generator to describe what you want, or drop in an Excel formula, and we’ll do the rest.

📌 Available to customers on Growth plans and above.

👀 Learn how to get started → Help Center Article

🔗 Source Record Page: Faster troubleshooting

Click any Source Record ID to jump into the full source record behind your QuotaPath deals. Use this page to quickly understand what data came in from your integration source and diagnose issues like:

• A record not creating any QuotaPath deals
• Missing components on a QuotaPath deal

And if you need to dig deeper, you can open Analyze Mapping directly from this page to troubleshoot that record against your mapping settings.

🔍 Analyze Mapping: Clearer logic and field insights

Quickly see how your fields connect and how rules apply. The updated modal brings all mapped values into one place so you can spot issues faster and confirm your setup works as expected.
​

🧩 Deal Details: Clear separation of QuotaPath deal data vs source record data

We added a new card that highlights key source record values and links directly to the Source Record Page, making it easier to understand what came from your CRM versus what exists in QuotaPath.
​

Last month's product updates focused on integration improvements, including improving sync status visibility, new troubleshooting workflows, and more intuitive mapping settings. Learn more below:

• Workspace Sync Status: Now you can easily view your integration sync status from anywhere in the app in the top header
• Analyze Mapping: Quickly troubleshoot missing deals via the 'Analyze Mapping' button on records in the Source Data viewer
• Google Sheet Errors: Improved error messages for sync issues related to Google Sheet formatting
• Deal Owner Mapping Setting: A more intuitive mapping setting to designate how deal owners will match to plan assignees

Last month’s product updates focused on improving plan visibility, streamlining workflows, and enhancing the Attainment experience. Key highlights include:

• Guided Step for Mapping Plan Assignees: Admins are now automatically directed to the “Map plan assignees” step if it hasn’t been completed when creating plans with roll-up components.
• Separate Time Period Selections on Attainment Chart: Independently select time periods for attainment and quota on the Attainment Over Time chart, offering clearer comparisons.
• Updated Plan Filter Sorting: Plans are now sorted alphabetically by name (instead of by creation date), and components appear in the same order as they do on the Plan Details page.
• Collapsible Folders by Default: To simplify the view across grouped components, folders are now collapsed by default on the Earnings and Attainment pages.
• Linked Earnings from Approvals: While reviewing approvals, you can now click the hyperlinked earnings total to jump directly to the Earnings page for more detailed insight

HubSpot Customers, now you can track quota attainment progress in real time and access and report on detailed commission data, all within HubSpot CRM.

Introducing our:

📊 Attainment App Card: Instantly see current quota attainment and how every deal impacts your goals, with built-in forecasting.

💰 Earnings App Object: Unlock richer reporting, automated workflows, and incentive analysis with detailed, component-level commission data in HubSpot.

These updates, combined with our existing Earnings App Card, give sales teams, managers, and RevOps leaders everything they need to sell smarter, forecast accurately, and drive revenue growth… all in one place.

Check out the Help Center Articles here:

• Attainment App Cards Article
• Earnings App Objects Article

To learn more and set up in your HubSpot account, view our documentation.

QuotaPath now supports negative tiers, allowing deals to carry negative earnings when attainment drops below 0%, just like they carry positive earnings above 0%.

Previously, QuotaPath would only count earnings if they started at or above $0, even if a deal or attainment was negative. Now, we’re removing that floor so that earnings can reflect negative amounts.

Ideal for:

✅ Multi-rate commission or bonus components
✅ Plans with potential clawbacks or reversals

What will change:

• Define multiple tiers for attainment < 0% or $0
• Deals can now carry negative earnings
• Easier clawback approvals and audit trail

🚫 Not supported for: Single-rate or milestone components

Learn more in our Help Center.

We've embedded additional deal information to assist with earnings and data validation, improved integration and attainment usability, and added smarter filter suggestions. Learn more about the feature enhancements released last month below:

• Integration Connection Flow: Clearer guidance through the integration connection workflow.
• Overrides in Approvals: Now you can view overrides from the Approvals page.
• Suggested Mapping Filters: When creating mappings to HubSpot or Salesforce data sources, you'll see smarter suggestions on the filter step.
• Component Color Icons: When viewing the earnings calculation detail, you'll see the component color icons to assist with data validation workflows.
• Attainment Chart: A more responsive attainment over time chart based on whether you're viewing the quota line.