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QuotaPath

QuotaPath

Starting at $15 per month 1 seat
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Overview

What is QuotaPath?

QuotaPath automates the commission process, helping revenue teams manage and track variable pay more seamlessly. Teams that use QuotaPath gain real-time visibility into commissions and forecasted earnings and see an increase in revenue and quota attainment as a result.

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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 (19)
    8.5
    85%
  • Sales compensation plan creation (20)
    8.4
    84%
  • Sales compensation dashboards & forecasting (20)
    8.0
    80%
  • Incentive modeling (17)
    7.9
    79%

Reviewer Pros & Cons

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Pricing

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Essential

$15

Cloud
per month per user

Growth

$40

Cloud
per month per user

Premium

$70

Cloud
per month per user

Entry-level set up fee?

  • $1,500 one-time fee
    Required
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)

  • $15 per month 1 seat
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Features

Sales ICM

Features around incentive compensation management for sales

8.1
Avg 7.7
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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 states that currently 13,000 users of their software build accountability and ownership for their 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

Additional Features

  • Supported: Multiple currency options
  • Supported: Distributes and verifies compensation plans
  • Supported: Compensation plan templates, building, and modeling functionality

QuotaPath Screenshots

Screenshot of Scalable team workflows to 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 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 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 Integrations

QuotaPath Competitors

QuotaPath Technical Details

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

QuotaPath Downloadables

Frequently Asked Questions

QuotaPath automates the commission process, helping revenue teams manage and track variable pay more seamlessly. Teams that use QuotaPath gain real-time visibility into commissions and forecasted earnings and see an increase in revenue and quota attainment as a result.

QuotaPath starts at $15.

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

Reviewers rate Sales compensation process automation highest, with a score of 8.5.

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

(39)

Attribute Ratings

Reviews

(1-3 of 3)
Companies can't remove reviews or game the system. Here's why
September 25, 2023

The pros far outweigh the cons; this tool is a no-brainer!

Verified User
Analyst in Other
Computer Software Company, 51-200 employees
Score 9 out of 10
Vetted Review
Verified User
Incentivized
Use Cases and Deployment Scope
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
Pros and Cons
  • 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
Likelihood to Recommend
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.
QuotaPath Feature Ratings
Sales ICM (8)
48.75%
4.9
Sales compensation plan creation
60%
6.0
Complex sales crediting
20%
2.0
Sales compensation process automation
90%
9.0
Incentive auditing/regulation compliance
60%
6.0
Sales compensation dashboards & forecasting
40%
4.0
Incentive modeling
60%
6.0
Agile incentive strategy
60%
6.0
ICM mobile visibility
N/A
N/A
Return on Investment
  • Commission transparency
  • Costs for commission processing
Systems Integrated With
  • Salesforce
Native integration
Support Rating
7
The chat support is amazing; our CSM ghosts us sometimes though
Alternatives Considered
We also evaluated Concert but I'm not seeing that as an option. We selected QuotaPath over all others because of the stunning UI/UX, the self serve option at the beginning, and the streamlined onboarding process.
September 25, 2023

QuotaPath is an easy tool for calculating commissions and managing compensation plans

Verified User
Director in Corporate
Information Technology & Services Company, 51-200 employees
Score 8 out of 10
Vetted Review
Verified User
Incentivized
Use Cases and Deployment Scope
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.
Pros and Cons
  • plan set up
  • commissions calculations
  • payout records
  • Clawbacks can be confusing
  • handling of exceptions
Likelihood to Recommend
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.
QuotaPath Feature Ratings
Sales ICM (8)
77.5%
7.8
Sales compensation plan creation
90%
9.0
Complex sales crediting
80%
8.0
Sales compensation process automation
90%
9.0
Incentive auditing/regulation compliance
80%
8.0
Sales compensation dashboards & forecasting
70%
7.0
Incentive modeling
70%
7.0
Agile incentive strategy
70%
7.0
ICM mobile visibility
70%
7.0
Return on Investment
  • Time savings for Ops folks
  • Transparency
  • Transparency
Systems Integrated With
QuotaPath is completely driven through our Salesforce Integration. The process was quick and easy to set up.
Support Rating
10
The support we have received for QuotaPath has been outstanding. It is one of the reasons I am not looking for another vendor. Our CSM is quick to help strategize and chat support is always quick to help me solve a problem.
Alternatives Considered
CaptivateIQ operates in more of a spreadsheet fashion. I appreciated its extreme customizability but it isn't for everyone.
Other Software Used
July 28, 2022

Affordable, User-Friendly, Eliminates Excel Calcs and Provides Better Transparency

Verified User
Director in Finance and Accounting
Information Technology & Services Company, 51-200 employees
Score 8 out of 10
Vetted Review
Verified User
Use Cases and Deployment Scope
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.
Pros and Cons
  • 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
Likelihood to Recommend
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.
QuotaPath Feature Ratings
Sales ICM (7)
72.85714285714286%
7.3
Sales compensation plan creation
70%
7.0
Complex sales crediting
80%
8.0
Sales compensation process automation
70%
7.0
Incentive auditing/regulation compliance
80%
8.0
Sales compensation dashboards & forecasting
70%
7.0
Incentive modeling
70%
7.0
Agile incentive strategy
70%
7.0
Return on Investment
  • 1-2 business days saved during month end close; a fraction of the time to calculate commissions when compared to Excel
  • Automated calculations and more transparency for sales team members and their managers whenever a deal is booked rather than waiting until the end of the month
  • Ability to more easily scale and motivate existing and new sales team members
  • More focus from the company to make sure our CRM has accurate information so commissions are calculated properly, which also helps us with our bookings and renewal opps in the future when more people are reviewing and verifying information for accuracy
Alternatives Considered
QP was the most affordable and transparent with their pricing.
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