QuotaPath Newsfeed

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.

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

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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.

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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.