Feature Releases & Updates from QuotaPath
Product update
Improvement

Add Plan and Path Data to Deals

QuotaPath avatar
Shared by QuotaPath • July 24, 2023

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.

Product update
Improvement
New feature

Home for Members and Managers

Erin avatar
Shared by Erin • July 11, 2023

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.
Product update
Improvement
New feature

Member Details

Erin avatar
Shared by Erin • July 11, 2023

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

Product update
Improvement

Attainment Multipliers

Erin avatar
Shared by Erin • June 16, 2023

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.

New feature
Product update

Connect even more data in three simple steps

Erin avatar
Shared by Erin • May 10, 2023

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.

Product update
Improvement

Motivate your team with new, improved team and leaderboard creation

Erin avatar
Shared by Erin • May 10, 2023

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.

New product

Introducing Admin Home for efficient task management and performance insights

Erin avatar
Shared by Erin • May 10, 2023

Hey there,

We just released Home - a new experience that organizes your compensation management process.

  • Task Management - quickly execute on deal tasks (approvals, discrepancies, flags) and payouts - in one view
  • Performance Insights - see total earnings, payouts and the effective rate of your entire compensation program. Easily filter by month, quarter, or year to see trends and progress
  • Additional Resources - gain access to our most popular help documentation and newest product updates
New feature

Search for a specific deal

Moiz avatar
Shared by Moiz • March 20, 2023

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:

  • See earnings and understand the payout structure of a recently closed/won deal
  • See the entire lifecycle of a deal to quickly complete approval for payroll
Feature update

We’ve made it more simple to build complex comp plans

Andy avatar
Shared by Andy • January 25, 2023

Our plan builder has been enhanced with two new features 🙌.

  • Measure one value, and compensate for another.
    For example, measure ARR and compensate for MRR. Or, measure the number of demos closed/won and compensate on deal value.
  • Create Paths with multiple dependencies.
    Start or stop earnings based on more than one condition. Conditions can be based on attainment (%), or deal value (#/$).

If you’re designing new compensation plans, review our 2023 Sales Compensation Trends Report, and check out our vetted, interactive templates.

Improvement

Improved Ledger exports for Finance & Accounting teams

Andy avatar
Shared by Andy • January 10, 2023

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.