QuotaPath Demo

Demo Summary

In this video, Ryan shows how QuotaPath automates sales commission work. You’ll see how to set up commission plans for roles, connect your CRM or spreadsheet, and map deals to each plan. Then watch reps check their earned and forecasted commissions on each deal. Next, see admins approve deals, flag problems, and schedule payouts. QuotaPath solves the manual, confusing steps of calculating and paying sales commissions by making the process easy and clear.

AI-Detected Features

Introduction to QuotaPathRyan from QuotaPath introduces the product and its goal: simplifying sales commission calculations and giving teams clear visibility into earnings on closed and pending deals.

High-Level Commission WorkflowOverview of QuotaPath’s end-to-end process: build comp plans, sync to your CRM, calculate deal-by-deal commissions, forecast earnings, approve results, and pay your team.

Navigating the Home DashboardThe Home page serves as the central admin landing spot, showing key workflows and statuses you need to manage and pay commissions successfully.

Creating Commission PlansLearn how to set up compensation plans for different roles (e.g., Account Executive, SDR, Account Manager) and see plan performance at a glance.

Defining Commission Paths & QuotasDive into individual commission paths within a plan: configure monthly and quarterly quotas, bonus structures, tiered rates, and customize quotas and rates per rep.

Integrating Data & Mapping DealsConnect CRMs (Salesforce, HubSpot), ERPs (NetSuite, QuickBooks), Google Sheets, and more. Map deal attributes into QuotaPath to qualify deals for each commission path.

Monitoring EarningsUse the Earnings view to see how much each rep has earned on closed deals. Drill into cards to uncover drivers like attainment tiers, bonuses, and multi-year deal rates.

Forecasting & Attainment TrackingAllow reps to select open pipeline deals to forecast future commissions, track quota attainment, and use leaderboards to compare team performance.

Managing PayoutsAdminister the payout process: filter closed deals, approve or flag earnings, QA high-value commissions, schedule payouts, and export results for payroll.

End-to-End Commission Management RecapRecap of the full cycle: build flexible plans, sync deal data, calculate commissions per deal, approve payouts, and export to your payroll provider.

QuotaPath

QuotaPath automates the process of calculating and paying commissions - giving your GTM team visibility into their earnings, helping ops build and deploy comp plans, and empowering Finance to run the commissions process quickly and without errors.Learn more about QuotaPath

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