Outstanding Solution and a Great Company to Partner With
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 …
Starting at $15 per month 1 seat
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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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Popular Features
- Sales compensation process automation (19)8.585%
- Sales compensation plan creation (20)8.484%
- Sales compensation dashboards & forecasting (20)8.080%
- Incentive modeling (17)7.979%
Reviewer Pros & Cons
Pricing
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 feeRequired
For the latest information on pricing, visithttps://www.quotapath.com/pricing?utm_m…
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- Free Trial
- Free/Freemium Version
- Premium Consulting/Integration Services
Starting price (does not include set up fee)
- $15 per month 1 seat
Features
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- Downloadables
- FAQs
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
QuotaPath Videos
Building Comp Plans
QuotaPath – Managing Sales Compensation
QuotaPath Integrations
QuotaPath Competitors
QuotaPath Technical Details
| Deployment Types | Software as a Service (SaaS), Cloud, or Web-Based |
|---|---|
| Operating Systems | Unspecified |
| Mobile Application | No |
| Supported Countries | Global |
| Supported Languages | English |
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.
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
| Consumers | 0% |
|---|---|
| Small Businesses (1-50 employees) | 30% |
| Mid-Size Companies (51-500 employees) | 64% |
| Enterprises (more than 500 employees) | 6% |
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Reviews and Ratings
(38)Attribute Ratings
Reviews
(1-20 of 20)Companies can't remove reviews or game the system. Here's why
January 08, 2024
Outstanding Solution and a Great Company to Partner With
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.
September 25, 2023
I keep singing the praises of QuotaPath!
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
September 25, 2023
The pros far outweigh the cons; this tool is a no-brainer!
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
September 25, 2023
Quotapath is a lifesaver!
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.
September 25, 2023
QuotaPath is an easy tool for calculating commissions and managing compensation plans
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
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!
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
January 15, 2023
The evaluation of different vendors took longer than the setup.
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
December 15, 2022
Get credit for your wins with QuotaPath!
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
December 13, 2022
QuotaPath, the finance team best friend!
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.
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
November 30, 2022
QuotaPath is a fantastic tool for improving sales team performance through clear visuals of quotas and compensation.
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
November 30, 2022
One Happy Customer!
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.
November 30, 2022
Sales Compensation is a pain in the ass. QuotaPath makes it streamlined, automated, and exciting for my reps!
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!
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
November 30, 2022
QuotaPath Review for Sales team
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
November 28, 2022
QuotaPath gave my reps the visibility they were looking for!
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
November 28, 2022
A path to a transparent, automated, compliant commissions process!
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 & 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.
November 28, 2022
A great solution for managing commissions!
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.
November 28, 2022
Awesome Compensation and Commission Tool for your GTM team
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.
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
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
April 09, 2020
Great for Tracking Earnings!
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