It's easier now to use auto rate calculation for per number rates and amount per attainment point paths as well as getting help during trials.

• Auto Rate Calculations on Amount per Attainment Point & Per-Number Rates - our auto rate calculations functionality has now been expanded to cover per-number rates and amount per attainment point path building options
• New trial walkthrough video - during the trial period, you can mow watch a walkthrough video of the steps to get up and running successfully
• New trial plan setup guide - during trails, we now display a Plan Setup Guide that shows the next steps for fully publishing a plan
• Trial Setup Calls - during a trial, you can schedule a setup call from the top navigation

We've reduced clicks, added context, and provided more flexibility with our March enhancements across Plans with our March enhancements.

• Draft Deals Enhancements - Edit, move to Closed Won or Pipeline and delete draft deals now to fully test all scenarios of your plans.
• CRM ID added to Plans Performance - see the CRM ID and click to quickly access the record in your CRM on performance tab in Plans
• Negative Rates in Multi-Rates Commission paths - you can now enter negative rates into commission tiers for multi-rate commission paths
• Auto Rate Calculations All Time Period - add an option to calculate auto-rate calculations for all time periods at once - reducing clicks to update auto-rate calculations for all time periods

Improvements to draft plans, more data in reports, and even more this month.

• Add a Draft Deal to Draft Plans - Validate draft plan set-up and calculations by adding a draft deal to preview earnings and attainment.
• CRM ID & Path Earnings in Reports - Aggregate data by CRM ID to report on all earners on a record and sum earnings by path.
• Additional Fields on Deal Details Page - View additional deal fields on the deal details page.

We have expanded the integration options available to connect to in your workspace. We have additional invoicing/ERP systems, data visualization systems, data warehouses, and new CRMs.

Here are all the systems you can now connect to in your workspace: Excel, multiple Google sheets, Smartsheet, Maxio Chargify, Maxio SaaSOptics, Netsuite, Snowflake, Tableau, BigQuery, Chargebee, Looker, JobAdder, and Keap.

You can now transform your data in your QuotaPath workspace! With our new and upgraded 2.0 self-serve integrations, you can access Calculated Fields. Using the data fields you’ve pulled from your integrations, quickly divide, multiply, add, or subtract fields to get monthly recurring revenue, annual contract total, and more.

Note: you can only calculate on demand using fields from a single integration. See our support team for assistance if you need more complicated formulas or formulas from different integrations.

With 2024 compensation plans being built and rolled out, now you can add descriptions, have more flexibility when building paths, and easily see all earners on the same record!

• Plan & Path Descriptions - Provide more context for your reps on their compensation plans with text descriptions & include in plan verification documents
• Hide Effective Rate - Toggle to hide effective rates on the Earnings page from workspace Preferences to help reps focus on key earnings insights
• Attainment Tiers + Per Quantity Earnings Rate - Now when building paths you can mix quota attainment based tiers with per quantity payout rates, like per demo or meeting
• Record Detail Page - Click the new hyperlinked CRM ID to view all deals and earners on the same CRM record

Now you can add context to Deal and Payouts pages by adding additional fields from your integrated data. Map these fields to Plans and use them to speed up approvals and payouts. Need to check term length or region when approving earnings, no problem. You can add up to 20 additional fields and customize your Deals and Payout view with this data.

Dynamically forecast your plan’s potential cost and revenue value based on attainment with Plan Performance Modeling.

• Easy-to-use sliders allow you to estimate earnings and revenue value based on different attainment levels for each path in your overall plan.
• Powerful graphs allow you to see the tipping points for accelerated earnings for every way your rep earns pay.
• Use this for ongoing forecasting for current plans and annual modeling for draft plans.

Start off the new year with some friendly competition, streamline the commission process across multiple currencies, and quickly jump to the plan details page with the latest feature enhancements!

• Team Contests - Create a contest for highest quota attainment, biggest deal, most demos and more from the Teams page
• Filter by Member Currency - Filter data based on the member's assigned currency
• Payout Export by Member Currency - Export payout amounts displayed in the member's assigned currency
• Hyperlinked Plan & Path Names - Navigate directly to the plan details page or path summary from anywhere in QuotaPath
• Blended earnings rates for paths with different Attainment & Earnings fields - Now a blended, or proportional, earnings rate will be applied to deals that cross between tiers

Lock data on archived plans, export payroll-ready reports, and more easily set-up and manage integrations with November's feature enhancements.

• Archiving plans now pauses data syncing - plans that are archived will no longer have data syncs. This locks past plans from data changes, conserves API calls, and improves performance for active and draft plans.
• Employee IDs - create payroll-ready exports by bulk uploading employee IDs from the Members page. Once IDs are added, you can include them in Payouts exports.
• Path data mapping copy changes - more clear and concise copy in our path mapping wizard that provides clarity and best practices when mapping data and filtering.
• Sync error message improvements - we now include system logos in error messages to quickly identify the data source of the error.