Our 3-part customer webinar series is now available to watch any time!

Prepare for 2023 by getting your comp plan structures in place, and built in QuotaPath. Set up your Workspaces with our newest features ahead of the new year.

If you're short on time, use the chapter markers to quickly jump to specific topics.

Part 1: How to design a comp plan

• Who to involve
• What data to incorporate
• How to align a plan to business initiatives
• Model your plans with Compensation Hub

Part 2: How to build a comp plan in QuotaPath

• Importing a plan from Compensation Hub
• Building a plan in QuotaPath
• Updating or archiving existing plans
• Adding Paths
• Setting quotas and rates
• Assigning a Plan
• Requestion Plan Verification

Part 3: How to use new features

• Multi-currency
• Payouts eligibility
• Team manager permissions
• Changing quotas & rates
• Path filters
• Effective rate detail
• Deal create permissions
• Payout & clawback notes

Hey there,

• Path Filtering: With the new Path filter, you and your reps can easily view Earnings, Attainment, and Deals by comp plan Paths.

• Effective Rates: Discover this new Rate column in the Deals table. Hover over the percentage to see exactly how your rep’s commission rate is calculated by Path. This allows you to see exactly how rates are calculated for each Path, and to troubleshoot errors and make better payout approval decisions.

Combine these two features together to identify and understand the cost of commission versus the revenue of the deal.

Hey there,

We’ve made some small (but mighty) updates to improve your payout workflow. 🙌

• Payout & Clawback Notes: Admins can now add a note associated with a payout or clawback to provide transparency and context to reps.
• Deal Create Permissions: Admins can enable or disable the ability for reps to create deals natively within their Workspace. Toggle Deal Create Permissions on or off under Preferences in Settings to reduce risk of duplicate deals if you’re using a CRM.
• Default Payout Drawer: You’ll notice your Payout drawer will now default to 100% when paying out instead of needing to manually select “%” and input “100.” Payout approved earnings up to 3x faster if paying 100% of an individual deal.