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QuotaPath

QuotaPath

Starting at $300 per year per user
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Overview

What is QuotaPath?

QuotaPath automates the commission process, helping revenue teams manage and track variable pay. Teams that use QuotaPath gain real-time visibility into commissions and forecasted earnings.

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Recent Reviews
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Awards

Products that are considered exceptional by their customers based on a variety of criteria win TrustRadius awards. Learn more about the types of TrustRadius awards to make the best purchase decision. More about TrustRadius Awards

Popular Features

View all 8 features
  • Sales compensation process automation (21)
    8.7
    87%
  • Sales compensation plan creation (22)
    8.4
    84%
  • Incentive modeling (19)
    7.7
    77%
  • Sales compensation dashboards & forecasting (22)
    7.5
    75%

Reviewer Pros & Cons

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Pricing

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Essential

$25

Cloud
per month (billed annually) per user

Growth

$35

Cloud
per month (billed annually) per user

Premium

$45

Cloud
per month (billed annually) per user

Entry-level set up fee?

  • No setup fee
For the latest information on pricing, visithttps://www.quotapath.com/pricing?utm_m…

Offerings

  • Free Trial
  • Free/Freemium Version
  • Premium Consulting/Integration Services

Starting price (does not include set up fee)

  • $300 per year per user
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Features

Sales ICM

Features around incentive compensation management for sales

7.9
Avg 7.6
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Product Details

What is QuotaPath?

QuotaPath’s commission tracking and sales compensation software help to eliminate commission errors, reduce time spent processing commission payments, and deliver transparency into what has historically been a “black box” around sales compensation.


QuotaPath software is used to build accountability and ownership for RevOps, finance and sales team with views into existing and forecasted earnings, quota attainment, deal-by-deal earnings, discrepancy resolutions and payouts.


QuotaPath automates commissions and ensures Sales, RevOps, and Finance can quickly find the comp information they seek, whether that’s to check how much commissions they just earned off a closed deal, glance at team progress toward attainment goals, approve payouts, or add a new user. The sofware is designed to be fully setup and implemented by a company's next commission payout cycle. It integrates with the organization's revenue source of truth, like HubSpot, Stripe, or Salesforce, to ensure data accuracy.


For sales compensation design support, the QuotaPath team boasts decades worth of experience, or users can run comp plan modeling using the free resource Compensation Hub. This un-gated comp planning tool includes a library of 20 adjustable comp plan templates that can be saved, shared, and imported directly into QuotaPath.


Fit for sales compensation plans of all complexities, QuotaPath has no minimum user requirements. The company's Customer Success Managers and Account Managers are available to guide implementation and provide best practices at key milestones. Live chat, an in-depth knowledge center and monthly training webinars are also available as part of the QuotaPath customer support model.

QuotaPath Features

Sales ICM Features

  • Supported: Sales compensation plan creation
  • Supported: Complex sales crediting
  • Supported: Sales compensation process automation
  • Supported: Incentive auditing/regulation compliance
  • Supported: Sales compensation dashboards & forecasting
  • Supported: Incentive modeling
  • Supported: Agile incentive strategy
  • Supported: ICM mobile visibility

QuotaPath Screenshots

Screenshot of the scalable team workflows that automate commission management, with task prioritization and success insights.Screenshot of the home experience for reps to create ownership for their compensation, where they can see updates from the last time they logged in (including deals with commissions earned), understand how they are performing, and forecast earnings based on their pipeline.Screenshot of quota attainment tracking and forecasting, to understand how individual reps and teams are pacing toward goals, with leaderboards to motivate teams with friendly competition.Screenshot of payout schedules for earned amounts, with the option to split commissions into multiple payouts with installments, and explanations of clawbacks to catch overpayments. Reps can cross-reference their earnings and know exactly what will be on their paycheck.Screenshot of the comp builder that breaks down complex formulas to reduce confusion, and features a library of comp plan templates. QuotaPath can distribute plans to teams, with changes as plans evolve.Screenshot of the self-serve integrations to connect data, with CRM connections like HubSpot and Salesforce and invoicing systems like Quickbooks and Stripe.

QuotaPath Videos

Building Comp Plans
QuotaPath – Managing Sales Compensation

QuotaPath Technical Details

Deployment TypesSoftware as a Service (SaaS), Cloud, or Web-Based
Operating SystemsUnspecified
Mobile ApplicationNo
Supported CountriesGlobal
Supported LanguagesEnglish

Frequently Asked Questions

QuotaPath automates the commission process, helping revenue teams manage and track variable pay. Teams that use QuotaPath gain real-time visibility into commissions and forecasted earnings.

QuotaPath starts at $300.

Salesforce Spiff, CaptivateIQ, and Everstage are common alternatives for QuotaPath.

Reviewers rate Sales compensation process automation highest, with a score of 8.7.

The most common users of QuotaPath are from Mid-sized Companies (51-1,000 employees).

QuotaPath Customer Size Distribution

Consumers0%
Small Businesses (1-50 employees)30%
Mid-Size Companies (51-500 employees)64%
Enterprises (more than 500 employees)6%
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Comparisons

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Reviews and Ratings

(45)

Attribute Ratings

Reviews

(1-22 of 22)
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Score 7 out of 10
Vetted Review
Verified User
Incentivized
In our organisation we use QuotaPath to analyze and track performance of our sales team, it also helped us in managing the revenue generated by each team member and how much incentive is to be paid to each team member.
  • employee tracking
  • revenue tracking
  • pay sales commisions
  • Analytics
  • UI and navigation
  • integration with other apps
It is well suited for small teams which are looking for a user-friendly tool for tracking commissions and manage sales team effectively. It's ideal for startups and growing companies seeking quick implementation and affordability. However, it may be less appropriate for large enterprises needing complex commission structures.
Iyer Amruthur | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Incentivized
QuotaPath is a very advanced commission tracker system for companies that pay out to employees internally for sales and other incentivized departments. It integrates with most major CRMs, including the sales force. They have excellent customer support/service, and the information they calculate is very transparent for viewing purposes. It’s straightforward but also customizable. Per comments, it’s easy to use on the back end for IT and the front end for sales. They also release regular updates, which is highly underrated in the current market.
  • Calculate and track commissions.
  • Integrates with most major CRM.
  • Shows information in a transparent and succinct form.
  • Great customer service and support and updates.
  • More flexibility with Crm integration for custom or lesser known CRM.
  • Heavier platform for more data penetration.
  • Faster live support would be nice as well.
Well suited for getting your sales team visibility on their efforts, it’s great for showing how and why commissions payout as they do with each deal. Adjustments can also be made very quickly on the backend if needed. It’s straightforward and quick to set up and doesn’t require much training, which is very good for smaller-end businesses and sales forces. It doesn’t work well with more nuanced deals that may age multiple pay points or for larger sales forces, and some custom CRMs will have trouble or be incompatible.
Stephen Young | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
We used another product prior to Quotapath that somehow lost all of our commission data. This left us in a difficult position, and as a result, we reverted to manual commission reports on Excel. With more than 20 commissioned salespeople and growing, this became time-consuming and prone to error. It also provided no real-time visibility by our salespeople into their current standings. Quotapath made commission reporting almost effortless through it's direct integration with SalesForce.com while providing the insight our commissioned staff requires.
  • Realtime commission calculations
  • Workflows for reviewing and releasing commision holds
  • Extensive reporting for both management and salespeople
  • Seamless integration with SalesForce.com
  • Outstanding customer onboarding team
  • We pay commissions at different rates based on products. As a result, commissions are reported as a line item for each product. We would love to see this aggregated into a commission amount for the entire sale.
We have not seen any scenarios in our business where QuotaPath has not done an exceptional job. It is a fast, stable and reliable program that serves our needs perfectly. It's been a tremendous experience.
Score 10 out of 10
Vetted Review
Verified User
Incentivized
We use QuotaPath to bring greater transparency to our sales team to understand their variable compensation as well as understanding the timing of when they will receive their compensation. Automation with our CRM has made updating earnings reports a breeze, and taken away what used to be hours of manual lift and reporting to a fraction of that time.
  • Integration with Salesforce
  • Real time reporting to users
  • Quota attainment tracking
  • Tracking earnings across tiers
  • The compensation plans are complex but can produce unexpected errors if not set up properly
  • Clawbacks are a little clunky to manage, and lack some transparency
QuotaPath is great for making sales with defined terms and earnings periods. It requires more manual intervention for deals that don't have a definitive endpoint.
Score 9 out of 10
Vetted Review
Verified User
Incentivized
Streamlines commission processing; provides teams with transparency with their earned commissions and attainment; removes the need for manual deal tracking; comp plan signing and management; SPIFF and manual deals tracking
  • Clean user interface
  • Frequent product updates (and updates that actually solve for major complaints)
  • Great onboarding experience
  • Customer service; I feel like it sometimes takes weeks for a response from our dedicated CSM
In my opinion, QuotaPath is definitely the best option on the market by far. I have implemented them twice and will likely implement them again in the future. I love their user interface, the product updates that address actual issues, and how the QuotaPath ops teams are so involved in the product. I do feel like the customer service can be a little better. We have a dedicated CSM and she's really nice but sometimes ghosts us. Come to find out that twice it was because she was OOO for an extended period of time. She didn't have an OOO notification or anything so we went weeks without knowing what to do. They do have a support chat that is very quick, but sometimes it's nice to talk to your CSM. Otherwise, at times the tool can be buggy but I do think that it will continue to improve and get better overtime. The pros FAR outweigh the cons in my opinion... this tool is a no-brainer for any RevOps or Finance person.
September 25, 2023

Quotapath is a lifesaver!

Score 10 out of 10
Vetted Review
Verified User
Incentivized
Quotapath is a lifesaver! It's super easy to use and has taken the headache out of our complicated commission process. Everything is now so streamlined and straightforward. If you're tired of wrestling with spreadsheets and manual errors, this is the tool you've been waiting for. Big thumbs up from our team!
  • Collaboration on issues with deals.
  • Transparency on earnings for team.
  • Sync with Hubspot
  • Additional features.
In my experience, Quotapath is particularly well-suited for lean revenue operations teams. Its streamlined interface and automation capabilities free up valuable time, allowing smaller teams to focus on strategic tasks rather than getting bogged down in commission calculations. The platform is also great in scenarios where there's a lot of back-and-forth regarding commissions; it offers transparency and traceability, making it easier to resolve any disputes. Additionally, Quotapath excels in environments that require strict process adherence. The platform can be customized to match your specific commission structures and approval workflows, thereby ensuring compliance with internal policies.On the flip side, if your commission process is extremely straightforward and your team is already well-staffed, the platform might offer more features than you actually need. But overall, Quotapath is a versatile tool that brings efficiency and accuracy to the commission process.
Score 8 out of 10
Vetted Review
Verified User
Incentivized
We currently use QuotaPath to run commissions for our Sales, SDR and Sales Management teams. QuotaPath eliminates the need to manually calculate and keep track of the different types of plans as well as communications out to the reps.
  • plan set up
  • commissions calculations
  • payout records
  • Clawbacks can be confusing
  • handling of exceptions
QuotaPath is a straight forward tool for commission calculations and plan building. Where I've run into problems in the past is deleting records or resolving errors. QuotaPath is always quick to take feedback and adjust the product.
Score 10 out of 10
Vetted Review
Verified User
We recently adopted QuotaPath into our infrastructure to track closed deals in HubSpot and initiate commission payouts to our sales reps. QuotaPath has made managing this process significantly easier, as everything from closed deals to pipeline value and active payouts are nicely organized in a central hub. Beyond using QuotaPath to track and initiate commission payments, we also used the tool to establish more robust earning plans with quota thresholds and commission bonuses for exceeding these benchmarks, which is something we were not able to do prior to adopting this solution.
One of my favorite features in QuotaPath is the Leaderboard - nothing like some friendly competition to get your sales reps fired up!
  • Tracking Commission Payouts
  • Integration with HubSpot
  • Establishing Earning Plans with Quotas
  • Setting up an MRR structure was difficult for us but doable with their assistance
It's really an all-in-one solution for tracking the success of a sales team. You can establish unique earning paths per sales rep (user) to allow for flexible commission structures, bonus payouts for going above and beyond, and more. I think it's a great solution for anyone looking to get more insight into their sales team's productivity - and to expand an existing sales force.
Score 9 out of 10
Vetted Review
Verified User
Incentivized
We use QuotaPath to build comp plans, send them out for signature, forecast commissions on pipeline, pay commissions, allocate commission expenses, and run analytics on commission spending. We were calculating commission on google sheets using manual Salesforce data exports and the repurposing the calculation formulas was prone to errors whenever we hired. QuotaPath helped us scale the commission calculations by directly pulling data from Salesforce real time and was easy to use to build new hires' comp plans. It also provided all the analytics that we didn't have time to build out.
  • Easy to setup
  • Excellent Customer Service
  • Fast real time data sync from Salesforce
  • No code means no automation for repetitive tasks
  • No configurable reports
  • Limited configuration of comp plan terms and conditions
QuotaPath is perfect when transitioning from google sheets for early stage companies. Very quick and easy to setup. Very simple to build new comp plans and configure existing ones. They have amazing Customer Service to help with any complexity in your comp plan. Lots of features are constantly being released. QuotaPath is less ideal when you need to automate repetitive tasks. For example, manipulation of commission data is best built in Salesforce Flow builder and Quotas for ramping hires must be added manually into a table.
Score 10 out of 10
Vetted Review
Verified User
QuotaPath provides me clarity and peace of mind when looking at my sales comp for the previous, current, and future pay periods. No longer is comp a murky area, QuotaPath is super user friendly and helps provide transparency with forecasting and understanding payments. This also helps to lower back and forth with sales opps etc and most of the answers are already in QuotaPath.
  • Transparency in forecasting futre comp
  • Easy to understand/ user friendly display
  • Integrates seamlessly with SFDC opps
  • There was some confusion around opps syncing/not syncing when we initially set up QuotaPath- the QP team was fantastic and helped to rectify any one offs in a timely manner
Wondering if that deal is going to be comped correctly? Wondering if the second year of your two year deal is being reflected properly? Looking to ensure that you are pacing as desired to hit your goals? QuotaPath has all the answers on these questions and they are easy to find!
Score 10 out of 10
Vetted Review
Verified User
Incentivized
Quotapath is a great tool with great functionality and ease of use at a reasonable price!
They have a perfect Customer Experience and support and are always available for answering questions and help on plans implementations. Their automations for comp plan calculations helped me and my team save at least 10 days of work each quarter.
  • Automation of commission calculations
  • Application of rules for the comp plans defined by the executive team
  • Provides a great customer experience and support
  • Inform a clear earning's view for each user
  • Development of possibilities for comp plans more including complex rules
  • Nothing else
Quotapath is a great tool with great functionality and ease of use at a reasonable price! They have a perfect Customer Experience and support and are always available for answering questions and help on plans implementations. Their automations for comp plan calculations helped me and my team save at least 10 days of work each quarter.
It is great for a company that have a complex com plan structure that needs a lor of validation and calculation.
Should not be appropriate if the company does not have budget to invest on this process
Matt Youngblood | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
QuotaPath is an amazing tool for visualizing sales team performance. A high performance sales team is driven by numbers and competition. QuotaPath allows for a clear way to demonstrating how an individual is performing against their targets and against their peers. Most importantly it clearly articulates how much the sales team member will make based on their current performance as well as forecasted performance.
  • Clearly demonstrates sales team member's performance against quota
  • Shows performance against peers
  • Allows an individual to clearly see how much they will earn based on their current and expected performance.
  • Only nit-pick things like color selection on graphs
This is by far the best sales visualization tool that I have come across. The tool is extremely easy to navigate, especially in setting up quota's and evaluating performance. It is very visually attractive and integrates easily with our CRM. I would highly recommend QuotaPath for high performance sales teams looking to motivate their team members to outperform their quotas.
November 30, 2022

One Happy Customer!

Marcos Hinojosa | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
Use it to calculate commissions
  • Transparency to reps
  • Ease of use calculating commissions
  • Ease of use submitting to payroll
  • Setting up comp plans could be easier.
  • Documentation for support
  • NetSuite Integration
  • Salesforce App to have users gain visibility with where they are tracking towards quota within Salesforce so users don't have to leave the CRM platform.
It works really well with comp plans that can be tracked via quantitative metrics. When comp plans are built on qualitative metrics it requires just a little more expertise.
📈 Anthony Zhang | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
I have used QuotaPath at two different organizations now, and will be implementing QuotaPath into my 3rd organization.

QuotaPath makes it EXTREMELY easy to set up and calculate complex compensation plans that are traditionally a nightmare to handle, management, audit, and roll out to sales teams.

Pros:
- Easily pulls data from Hubspot through integrations
- Can build complex calculations with decelerators, accelerators, and kickers
- Incredibly easy to set up during implementation
- Awesome and incredibly helpful Customer Success team
- Learn best practices around comp modeling from Graham Collins
- Allows your reps to see how they're tracking towards their financial goals and compensation targets

Cons:
- Only thing I could hope for is cross-object mapping to build compensation models through Contact, Company, or Activity fields, but that hasn't been a deal breaker!

10/10 would recommend for your comp modeling and calculating needs!
  • Complex Comp calculations
  • Customer Success team is superb
  • Visibility across sales reps and managers
  • Integration with Hubspot
  • Pulling calculations from objects like Contacts, Companies, or Activities in Hubspot
Complex calculations with accelerators, decelerators, and kickers and/or bonuses. These are a headache to calculate off excel spreadsheets or through financial audits, and miscalculations are usually too late.
Score 10 out of 10
Vetted Review
Verified User
Incentivized
QuotaPath enables transparency for sales reps into their quotas, as well as strongly integrating into Hubspot. The strong integration with Hubspot enables it to update in real time, and give the reps the opportunity to forecast out their deals and their pipeline. They have told me they like using it a lot and appreciate the transparency into their commission
  • Forecasting Earnings and Attainment
  • Hubspot Integration
  • Ease of use
  • Strong support team
  • some more customizations, i.e choosing when commission report gets sent out to reps
It is well suited if you are looking to get away from the manual process of tracking, auditing and reporting commissions. It's functionality allows for various types of comp plans and covers just about everything
Benjamin Lamson | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
We use QuotaPath for our CS team. It pulls the data from a google sheet that we use to process the payroll for the sales team. I like the end-to-end visibility for the team that keeps the entire organization on the same page. We always know where the team stands at the end of the month and we are in a fast-moving environment.
  • Works really well for growing teams
  • Easy to use and onboard
  • Visibility in commissions
  • Some of the integrations could be cleaner
  • Wish the reporting was more robust
Well suited for SMB to Midmarket. I think up to 250 sellers would be appropriate. Not sure if it fits well with really enterprise teams.
Score 9 out of 10
Vetted Review
Verified User
We use QuotaPath to create clarity and precision in our sales compensation plan. QuotaPath greatly reduces the amount of time our small (but mighty!) RevOps org has to spend calculating commission plans, providing reps receipts, and submitting these receipts to finance. From a centralization and automation perspective, QuotaPath makes it easy to scale compensation strategy, planning, and execution across our entire org!<br><br>From a rep perspective, QuotaPath eliminates all the opacity from the entire compensation plan. Reps can forecast future attainment based on current inputs from their CRM, empowering them to stop playing the "what if" game &amp; plan for their financial future.
  • Our account team conducted a thorough onboarding process to help us get off the ground.
  • QuotaPath has created an easy to use, intuitive platform.
  • Ongoing support has been fantastic as our compensation models have changed. They provide a TON of thought partnership when asked.
  • We'd really like to be able to integrate QuotaPath with our Slack.
  • QuotaPath doesn't currently support custom forecasting.
QuotaPath is well suited for virtually any company looking to do the following:
  • Centralize & automate their commissions process.
  • Create clarity & provide insights into the commission process.
  • Remove the negative stigma associated with sales compensation & commission structures.
Score 10 out of 10
Vetted Review
Verified User
Incentivized
Quotapath has been extremely helpful in tracking our comp plans based on data from SFDC. It easily handles multiple complex plans, that change on an annual basis. Implementation was relatively quick and our reps were very responsive and are a pleasure to work with. The pricing structure is also very reasonable and is based on the number of users.
  • Capturing our data from SFDC
  • Building out your own custom commission systems
  • Customer Support
  • Amortizing the expense over the duration of the contract (for Accounting purposes)
  • There are a lot of tabs you need to click on to see the full picture of whats been approved/paid out.
Great for a company that tracks deals in Salesforce and that has multiple complex comp plans, multiple payout triggers and for plans that are changing on an annual basis. There is still a decent amount of review/approval within Quotapath, but it is manageable with only 15 sellers. QP is also able to pull in additional data fields from Salesforce that are irrelevant for commission calculations, but are helpful with financial reporting. I also like being able to export into excel.
Score 10 out of 10
Vetted Review
Verified User
Incentivized
We use QuotaPath for our sales, customer success, and sales engineers teams that get paid on deals won in our CRM. This saves finance a lot of time from manually creating spreadsheets each month for each rep's attainment. It also gives the team visibility on each deal and a breakdown of how much they get paid.
  • Sync deals from CRM to the platform
  • Provide a breakdown of earnings and payouts with rates for each rep
  • Ability to customize plans and paths for users
  • More workspace roles with the ability to customize what each user is able to do. Currently, there's only member and team manager. The team manager currently has too much power and we want to remove some of the things they're able to do like approve deals.
  • When you sync a deal from the CRM, you can override the earnings but you cannot override the field value you're syncing over. It would be great if that was possible.
  • When you want to exclude a deal, you have to go in the filters and add a rule to exclude the ID. It would be better if there's an option to reject deals in certain paths as an approver.
  • It works great if you use Salesforce and have separate fields for each way a rep can get paid out on a deal.
  • You will have to make some changes in Salesforce if you want to use only 1 plan for managers. There isn't a way to scale a team structure in the platform to give a manager credit for deals all owned by people under them.
  • It doesn't work great if you want to make exceptions within the platform for certain attainment values. You can adjust the earnings but not the ARR value for example.
Score 8 out of 10
Vetted Review
Verified User
Incentivized
Real-time compensation tracking and what-if scenarios compensation calculation on all forecasted deals to help motivate sales. Minimize manual calculation errors by using an Excel spreadsheet.
  • Product Improvement
  • Real-time Commission tracking
  • Real-time what-ifs scenarios calculation for forecasted deals
  • Customer Support (the best)!
  • UI Design
  • Total payout for a particular deal across multiple payees
  • true-up payout
Customer Support is outstanding. CEO cares about the product and he monitors support tickets.
Score 8 out of 10
Vetted Review
Verified User
I was calculating commissions monthly in Excel for 5-15 AEs, AMs, managers, managers of managers every month, and was having difficulty calculating them timely. It was starting to take longer every month. I also wanted to be more proactive and provide commission calculations more timely to motivate the team and get them excited about hitting their accelerators. Once I knew that ASC 606 was going to impact how I calculated commissions and amortized the expense over our weighted average customer life, I decided that I needed to implement a software because I didn’t want to maintain a massive Excel that I could never delegate to someone else. The three software I considered were QuotaPath (QP), Spiff, and CaptivateIQ. I like that QP’s pricing was very transparent on their website (which I just found out will be changing in the future to be more subscription based than user based), the UX/UI looked good, it integrated with our CRM (Salesforce) and could handle ASC 606. At the time I looked at Spiff, their minimum price was about 3 times the price for QP, which did not make sense for us. I would have loved to have tried Spiff and Captivate, but the price was the limiting factor for me.
  • We don’t have to calculate commissions in Excel anymore! It takes a fraction of the time it used to calculate commissions. Saves about 1-2 days on month end close. I like that it is easy for me and reps to drill down and see the calculations of their payouts. Reps can see calcs all month long instead of having to wait until the end of the month, so acts as a motivator. Sales managers can manage their direct reports better.
  • When I first started using QP, I was not thrilled with the quota attainment reporting for dollars, percent, and team management. I’m glad that they added leaderboards and are working on better reporting. I like the UX and UI of the whole software.
  • I like being able to export the following easily to Excel – resolved payouts for all payouts, payouts by rep, and Ledger (ASC 606) info.
  • Admins can request that reps acknowledge their plans through QP, which helps with compliance and ensures we are in agreement with calculations. I like that they are adding a docusign feature.
  • You can easily adjust earnings if a correction is needed, even after the month is closed. Just make sure you reverse from the end of the process (i.e. undo in ledger, undo the resolved payout, delete the unresolved payout, un-approve the deal).
  • For any tool that you use, you need to make sure you have CRM data that is clean. You need proper fields setup with accurate data since it will be syncing to the commission software. You should be able to see in your CRM the fields that you plan to add, subtract, multiply, divide, etc. I had to make several updates in my CRM before implementing QP.
  • You need to be careful with overrides! I recommend not doing any overrides and just update your plans and paths instead. For example, if you update your CRM, but you already synced and overrode the amount in the past, then the new calc will not override the override so you could accidentally pay the wrong amount (I did this) and ledger will over-recognize since overrides are at the total level, not the individual path level. So, you need to manually adjust the amount to recognize in Ledger. Just don’t do overrides. QP needs to work on better notifications in the system related to overrides.
  • I have had some sync delays with our CRM (Salesforce) and it’s hard to know the status of when it will finish syncing, even with the sync status button on the upper right hand of the screen
  • The effective rate on the earnings page for reps is confusing and reps think you are underpaying them. You need to click into the actual deal line to see the correct commission payouts. I asked QP to remove or let me hide the column.
  • We have some complicated plans, and it was difficult to get them all set up in QP. It is still somewhat difficult to modify and update plans, but they are making improvements, such as changing rate over time period (i.e. month) in the same plan instead of separate plans
  • You can’t lock periods like other accounting software, which I don’t like as an admin, but I can see how reps like that if something changes in the CRM. I just don’t want to the CRM to mess up QP and reps start thinking QP isn’t accurate or they were not paid correctly
  • Now that I’m set up with the software, I’m still trying to figure out, “how do I delegate this to someone else?”, and I’m having trouble doing that because I don’t have granular security settings. For example, it would be helpful to have one of my direct reports just verify all the bookings info is pulling in correctly, but since I don’t want them to see payroll information, I can’t give the person access to the system
  • In Ledger, you can’t say “I reviewed this transaction and don’t want to recognize it” so you have a growing list of unresolved and unrecognized transactions that is annoying and would not be clear to someone independently looking in the system that Ledger is being properly used and managed
  • For Ledger, it would be nice to customize the export, such as remove the “additional benefits” line in the export and give me a proper table that I can use. I find myself having to do some Excel clean-up before I can use the data.
  • I think the reps still get confused on the differences between earnings, deals, and payouts, and think the software could do a better job of explaining the process. Earnings sync from CRM > deals are then approved > unresolved payouts are then scheduled > resolved payouts are then the finalized payouts that will be included in payroll (CSV export sent to payroll) > Ledger needs to get updated where deals that need recognition are recognized > entries need to be made in GL accounting software
QP is well suited for companies that have a CRM set up properly with accurate data and fields, need a software that scales easily with their small sales team as it grows, can handle detailed plans, want to automate their calculations and get out of Excel to provide transparency to the sales teams, and need an affordable solution. I'm unsure if I would feel comfortable using QP with over 100 reps, but I'm unsure how the other large commission software are handling ASC606, and that is a key piece I need on the accounting side.
Score 8 out of 10
Vetted Review
Verified User
Incentivized
I currently use QuotaPath to keep track of my personal earnings. Today, it is not being used across the whole organization.
  • Great UI
  • Makes tracking earnings simple
  • Good Support team to work with
  • Ability to tag opportunity with an Industry
  • Ability to spot trends with deal size, number of interactions, time to close
  • Ability to set home page with correct Quarter and Time Frame without having to manually select
QuotaPath is helpful for 1:1 tracking, which is how I am using it today. Also good to double-check your earnings with numbers from the company.
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