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:
You now have one view that organizes all the relevant information around a seller’s earnings and payment including total earnings, owed and eligible payouts, deals closed, plans assigned and team membership
You can now apply a multiplier in our path builder to accelerate attainment for a path. The multiplier can include up to 6 decimal points and can be applied to both currency and number fields for maximum flexibility. Now, when you need to set up a quota retirement, deal split or accelerate points for a SDR, it’s simple.
You can also quickly identify when a multiplier impacts earnings - you’ll see a multiplier icon next to the deal amount in both the Earnings and Deals sections of your workspace.
Hey there,
QuotaPath has expanded its in-app integrations by adding Pipedrive, ZohoCRM, Google Sheets and Copper as CRMs you can connect to directly from your workspace and adding Quickbooks and Stripe for payroll eligibility connections.
Hey there,
We're very excited to announce that we've made it simpler than ever to create a team and leaderboard. You can now create a team from all the members assigned to a specific plan and then create a leaderboard with one additional click.
Hey there,
We just released Home - a new experience that organizes your compensation management process.
The new search bar and deal result page give reps, managers, and admins quick insights into a specific deal. Use the search function and our freshly minted deal details page to:
Our plan builder has been enhanced with two new features 🙌.
If you’re designing new compensation plans, review our 2023 Sales Compensation Trends Report, and check out our vetted, interactive templates.
We reorganized Exports from Ledger to save your team’s time reading, filtering and analyzing data. Also, check out the new export option that provides “Beginning of Period” and “End of Period” balances of total capitalization.