QuotaPath Newsfeed

Today’s release introduces two new features to the Plans page to support admins in maintaining the historical accuracy of their compensation plans and data.

Now, when assigning members to a plan, a start and end date must be set. By using the plan effective dates as the source of truth for filtering plan data, workflows will be simplified, and a date filter will no longer be required in new data mappings.

Plus, after closing the books on an earnings period, admins can lock plan data within a specific date range so that deals falling within this date range no longer sync with the data source. This freezes commission data and avoids unwanted discrepancies or clawbacks.

Improved navigation with workflow categorization, expanded HubSpot object support, and simplified plan types.

• New Navigation Menu: New categorization of pages and reordered pages to streamline workflows and allow for quick access to frequently visited pages
• HubSpot Deal Splits: Sync data with HubSpot's Deal Split object for expanded compensation support and automation
• Payout Eligibility Rules in Mapping Templates: Include and configure payout eligibility rules when creating integration mappings
• Basic Plans Removed: Now only admins can create plans and plans previously created by members have been removed

Now you can see commission data relevant to your role and take action without leaving HubSpot. No more toggling between QuotaPath and HubSpot.

Key features include:

• Real-time forecasting: Sales reps can now see their estimated earnings alongside deal values directly in HubSpot — this has never been offered in a CRM before!
• Deal approvals and flagging: Easily manage your sales pipeline with built-in approval workflows in HubSpot
• Commission operations: Track earnings, payouts, and deal values on every deal… in HubSpot

Our new App Cards offer a seamless and native experience within HubSpot, making it easy for your team to adopt and use. To learn more and set up in your HubSpot account, view our documentation.

Expanded compensation plan data & payout eligibility rules to adapt with your commission process, and a new & improved login experience!

• Base & Variable Import/Export: Upload the base salary & variable pay for any plan type (regardless if you're using it for automatic rate calculation) & export from the Members page
• Expanded Payout Eligibility Dates: Add up to 24 payout eligibility dates to release commission payment at the right time
• New Login Page: View all workspaces you're a member of in order to quickly and easily login to QuotaPath

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.

Easily track your QuotaPath users and their activity and connect to new data sources in HubSpot for expanded compensation support.

• New Member Export with Dates & Activity: From the Members page, Admins can 'Export Member Data' for details on the user's profile, history, and activity.
• Custom Object Support for HubSpot: Now data can be synced from custom objects in HubSpot to use for commission calculations or payouts eligibility.

It's easier now to use auto rate calculation for per number rates and amount per attainment point paths as well as getting help during trials.

• Auto Rate Calculations on Amount per Attainment Point & Per-Number Rates - our auto rate calculations functionality has now been expanded to cover per-number rates and amount per attainment point path building options
• New trial walkthrough video - during the trial period, you can mow watch a walkthrough video of the steps to get up and running successfully
• New trial plan setup guide - during trails, we now display a Plan Setup Guide that shows the next steps for fully publishing a plan
• Trial Setup Calls - during a trial, you can schedule a setup call from the top navigation

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

Improvements to draft plans, more data in reports, and even more this month.

• Add a Draft Deal to Draft Plans - Validate draft plan set-up and calculations by adding a draft deal to preview earnings and attainment.
• CRM ID & Path Earnings in Reports - Aggregate data by CRM ID to report on all earners on a record and sum earnings by path.
• Additional Fields on Deal Details Page - View additional deal fields on the deal details page.

We have expanded the integration options available to connect to in your workspace. We have additional invoicing/ERP systems, data visualization systems, data warehouses, and new CRMs.

Here are all the systems you can now connect to in your workspace: Excel, multiple Google sheets, Smartsheet, Maxio Chargify, Maxio SaaSOptics, Netsuite, Snowflake, Tableau, BigQuery, Chargebee, Looker, JobAdder, and Keap.