Gain more clarity in your workflows with the enhancements QuotaPath made throughout October.

• Sync error message improvements - more concise and actionable error messages to expedite troubleshooting syncing issues.
• View & edit flag reasons - hover over the flag icon to view the flag reason and edit if needed.
• Display total milestone bonus - to ensure reps clearly understand their comp plan, we've updated milestone bonuses to display the total bonus at each tier in the path summary.
• Delete plan / un-assign user enhancements - when deleting a plan or un-assigning a user from a plan with manually added deals, we've made the error message more clear and actionable.
• Microsoft SSO - Microsoft logins can be used to sign in to QuotaPath.
• Date selector styling updates - improved visibility with updates to the date selector.

Verify plan set up and strategically roll out Plans with new Draft Plans. Test different components/paths, map to CRM fields, and verify plan details with past performance period data in our new draft plan stage. Do all your testing and set up before rolling out to your Reps.

Monitor plan performance and make edits quickly with the new Plan Details view that organizes the paths, mappings and members along with total earnings, average effective rate, and plan attainment by Rep for the plan.

Learn more

We reduced the time it takes to pay a team member by 50%. How? We streamlined the payouts workflow within one area in your workspace. Now you can approve deals and schedule payouts all from the Payouts screen.

This newly improved workflow also introduces a zero earnings management process - where we make it easier for you to methodically sort and clear deals needing approval and payouts needing to be scheduled. We also added the ability to organize deals, earnings, and payouts by Member for quick approvals and scheduling

Even better, we increased our processing speed by 120x for you to approve, schedule and recognize in Ledger up to 50,000 earnings at once in under a minute.

Learn more.

In September, QuotaPath released a number of enhancements to improve workflows for building plans, validating data, and managing users. Here’s what you’ll see:

• Improved CRM backlinking - To streamline data validation, click to a deal in your CRM to edit or view data from the 'Source link' on the Deals page or deal details
• Increased table size - We've increased the number of records that can be viewed and actioned in tables to up to 500 or 1,000 to scale approvals, payouts and more
• Duplicate plans with assignees - Now you can choose to duplicate a plan with the plan assignees and plan effective dates making plan building more efficient
• Improved user management - For simplified user management, we've removed the option to suspend users, added the ability to reactivate users, and edit plan dates for archived users

QuotaPath released several enhancements in August to increase the efficiency of managing compensation and continue to improve workflows between admins, managers and reps. Here’s what you’ll see:

• New Payouts card in Home for Members & Managers - a snapshot of the commission lifecycle including what's been earned, approved, eligible and paid out
• Duplicate path to other plan - now you can take your favorite paths and duplicate them to another plan
• Payouts notes - there is now a column in Payouts that shows any associated notes
• Show retroactive tiers - when viewing the path summary, it will now show you whether the rate is retroactive or not
• Plans search bar - there is now a search bar in Plans that will allow you to quickly find plans
• New flag reasons - we have expanded the reasons you can choose when flagging a deal including Earnings, Deal owner, Deal date, Path, Quota attainment, and other
• Search by CRM ID - now you can search for a deal by CRM ID to quickly find all earners on the same deal record

QuotaPath has integrated with Okta. Once set-up, QuotaPath users can login to QuotaPath using Okta as a Single Sign-On provider. This will be available for our Premium customers.

If you need Okta SSO today, please reach out to your Account Manager or Support who can ensure you’ll be upgraded to the Premium package and can set up your account. Here are directions of what you will need to do and provide us to set up Okta SSO for QuotaPath.

Building plans just became more manageable. Commission rates can now be calculated automatically when you build or edit a plan and path. As part of the path builder, we’ve added the ability to enable auto rate calculations and allow you to enter variable pay and multipliers that are then used with quotas to calculate commission rates. These can be entered at the path level and edited for each member of a plan.

Plus, now, with Plan Verification, you can choose to include Base Pay, Variable Pay, and On-Target Earnings as part of the verification process. Simply choose these options when requesting verification to provide your Reps with the full view of how they’re being compensated.

Learn more about Auto Commission Rates here.

We’ve simplified our styles, enhanced contrast, and created an accessible color palette to make it faster for you to see and analyze information. You’ll still navigate your workspace as you did before — just with better visibility.

We've made a couple changes to Deals. You can now add two new columns in Deals that show what Plan and Paths are driving earnings on the deal. Exports from Deals will also include Plan and Path information.

You'll also see the "Approved" column frozen to the right hand side to make it easier to approve deals as you digest the information in the columns.

To add Plan and Paths to your Deals view, go to Deals, click the edit columns icon, and select plan and path.

We’ve released a new Home experience for Members and Managers. It gives you critical information about your commissions in one place. Home includes:

• Recent Activity - quickly see what updates have been made since you last logged in - deals closed, deals flagged, plans assigned, and payments scheduled, paid and owed.
• Mobile-friendly - access QuotaPath from anywhere to see your earnings and attainment.
• Performance Overview - a breakdown of your earnings per month and per plan, your team leaderboard, and your payouts.
• Forecast your potential earnings - now you can forecast your potential earnings straight from Home to see what you COULD earn by closing deals in your pipeline.