Awesome Compensation and Commission Tool for your GTM team
November 28, 2022

Awesome Compensation and Commission Tool for your GTM team

Anonymous | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Overall Satisfaction with QuotaPath

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.
  • I can't quantify the time/money saved but we reduced the amount of time finance spent manually updating spreadsheets for comp statements.
  • We reduced the amount of disputes and issues people had with their earnings and payouts
  • We had 0 errors with deals being missed and not paid out to reps.
I haven't used CaptivateIQ but got a demo of it and its pricing. QuotaPath is much more affordable and allows me to be more hands-on with it. CaptivateIQ has a platform fee and the cost per seat is much higher. It does allow for more customization over QuotaPath but our plans are not complex enough to justify the price increase.

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  • 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.

QuotaPath Feature Ratings

Sales compensation plan creation
Sales compensation process automation
Incentive auditing/regulation compliance
Sales compensation dashboards & forecasting
Incentive modeling
Agile incentive strategy