QuotaPath Features
What are the features of QuotaPath?
Sales Rep Portal
- Commission Estimator
- Dispute Management
- Compensation Statements
- Individual and Team Performance Reports
Management Portal
- Sales Org Performance Reports
- Monitor Sales Rep Performance
- Quota Assignments/Management
- Commission splits and overrides
Administration
- Adjustments/Dispute Resolution
- Comp Modeling - Ease of Admin
- Comp Modeling - Design Flexibility
- Comp Statement Calculation and Distribution
- Reports and Dashboards
Platform
- CRM Integration
- Performance and Reliability
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QuotaPath Categories on G2
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Sales Rep Portal
Commission Estimator | Based on 84 QuotaPath reviews. Functionality for Salesperson to Calculate expected commission on a deal based on adjusting pricing and terms of deal. | 93% (Based on 84 reviews) | |
Dispute Management | Method to manage and resolve varialble compensation disputes/descreptancies 62 reviewers of QuotaPath have provided feedback on this feature. | 84% (Based on 62 reviews) | |
Compensation Statements | Method for a salesrep to see breakdown of variable and base compensation payments that have been made. This feature was mentioned in 79 QuotaPath reviews. | 92% (Based on 79 reviews) | |
Plan Documents and Agreements | Features that enable Sales rep to view details of compensation agreements 54 reviewers of QuotaPath have provided feedback on this feature. | 85% (Based on 54 reviews) | |
Individual and Team Performance Reports | Salespersons can view reports/dashboards that easily depict where they are at in their plan as well as other team members and their team as a whole. This feature was mentioned in 79 QuotaPath reviews. | 87% (Based on 79 reviews) | |
Mobile User Support | System supports users that want to access system data and fuctionalyt from a mobile devide (phone and/or tablet) This feature was mentioned in 54 QuotaPath reviews. | 76% (Based on 54 reviews) |
Management Portal
Sales Org Performance Reports | Provides reporting functionality that allows managment to determine how the sales organization is performing across divisions 59 reviewers of QuotaPath have provided feedback on this feature. | 82% (Based on 59 reviews) | |
Monitor Sales Rep Performance | Provides reporting functionality that allows managment to monitor a salesperson performance as well as rank sales representatives 63 reviewers of QuotaPath have provided feedback on this feature. | 86% (Based on 63 reviews) | |
Territory Assignments/Management | As reported in 47 QuotaPath reviews. Allows Sales Management to adjust territorities by geography, product, org structure, etc as required. | 75% (Based on 47 reviews) | |
Quota Assignments/Management | Based on 70 QuotaPath reviews. Allows Sales Management to adjust quotas by sales rep, geography, product, org structure, etc as required. | 89% (Based on 70 reviews) | |
Commission splits and overrides | Sales manaagement can override/adjust Compensation and split commission manually This feature was mentioned in 67 QuotaPath reviews. | 85% (Based on 67 reviews) | |
Workflow and Approvals | Functionality to approve compensation statements or other processes that require approval relating to sales compensation This feature was mentioned in 48 QuotaPath reviews. | 81% (Based on 48 reviews) |
Administration
Adjustments/Dispute Resolution | Based on 57 QuotaPath reviews. Functionality that allows admins to adjust and manage compensation disputes | 85% (Based on 57 reviews) | |
Comp Modeling - Ease of Admin | As reported in 67 QuotaPath reviews. Creating compensation calculations/credit allocation rules is easy to admin and can be done without a technical resource | 87% (Based on 67 reviews) | |
Comp Modeling - Design Flexibility | Based on 68 QuotaPath reviews. Can create the compensation calcuations/credit allocation rules required to support business rules sales management desires | 85% (Based on 68 reviews) | |
Comp Statement Calculation and Distribution | Based on 68 QuotaPath reviews. Easily creates compensation statements and distributes them to sales team | 87% (Based on 68 reviews) | |
Reports and Dashboards | As reported in 71 QuotaPath reviews. Reporting functionality is effective in helping run business. Adminstration of reports is easy to maintain and flexible enough to meet business needs | 84% (Based on 71 reviews) | |
Sales Hierarchy Management | Based on 53 QuotaPath reviews. Manages changes to sales organization easily | 86% (Based on 53 reviews) |
Platform
CRM Integration | Based on 57 QuotaPath reviews. CRM integration is flexible and easy to maintain | 87% (Based on 57 reviews) | |
Financial Integration | As reported in 32 QuotaPath reviews. Financial System integration is flexible and easy to maintain | 71% (Based on 32 reviews) | |
HCM/HRIS Integration | HCM/HRIS integration is flexible and easy to maintain | Not enough data | |
Customization | System provide sufficient customization to meet business requirements This feature was mentioned in 48 QuotaPath reviews. | 84% (Based on 48 reviews) | |
APIs | Based on 34 QuotaPath reviews. System provide well documented API's that can be used to integrate to 3rd party systems | 76% (Based on 34 reviews) | |
Internationalization | System support multiple currencies and languages to enable business in multiple countries 37 reviewers of QuotaPath have provided feedback on this feature. | 79% (Based on 37 reviews) | |
Performance and Reliability | System is consistently available (uptime) and system's speed is don't impact productivity 60 reviewers of QuotaPath have provided feedback on this feature. | 89% (Based on 60 reviews) |
Data Sourcing
Data Sourcing | As reported in 15 QuotaPath reviews. Compiles data from a breadth of either internal or external sources. | 79% (Based on 15 reviews) | |
Exporting & Sharing Data | Enables user to communicate data by securely exporting and sharing it. 18 reviewers of QuotaPath have provided feedback on this feature. | 84% (Based on 18 reviews) | |
Multi-Device Data Visualization | Based on 15 QuotaPath reviews. Allows users to view data visualizations on several devices. | 83% (Based on 15 reviews) | |
Interactive Dashboards | As reported in 18 QuotaPath reviews. Dashboards which are customizable and interactive so that the user can view sales information in a way that fits his or her needs. | 88% (Based on 18 reviews) |
Predictive Analytics
Live Forecasting | As reported in 18 QuotaPath reviews. Provides live customer data so that sales organizations forecasts stay current. | 83% (Based on 18 reviews) |
Sales Management
Live Pipeline Management | Updates every time a change is made enabling users to trace a deal through the pipeline. 19 reviewers of QuotaPath have provided feedback on this feature. | 85% (Based on 19 reviews) | |
Sales Gamification | Based on 19 QuotaPath reviews. Enables competition between a sales team by providing things like challenges and scoreboards. | 81% (Based on 19 reviews) | |
Activity Tracking | As reported in 18 QuotaPath reviews. Enables sales managers to stay on top of their team activities by providing visibility into customer communication. | 84% (Based on 18 reviews) |
Incentives
Triggers | Automatically recognizes achievements that should be added to the leaderboard. 23 reviewers of QuotaPath have provided feedback on this feature. | 80% (Based on 23 reviews) | |
Commission Calculator | Based on 36 QuotaPath reviews and verified by the G2 Product R&D team. Helps users determine sales goals by calculating potential commission rates. | 93% (Based on 36 reviews) | |
Leaderboards | Based on 28 QuotaPath reviews and verified by the G2 Product R&D team. Highlights top-performing employees to publicly reward their achievements. | 83% (Based on 28 reviews) |
Personalization
Profiles | Creates user profiles similar to social media pages that display private or public statuses and updates. 28 reviewers of QuotaPath have provided feedback on this feature. | 88% (Based on 28 reviews) | |
Custom Reports | As reported in 27 QuotaPath reviews. Generates reports with customizable fields to further understand employee performance. | 84% (Based on 27 reviews) | |
Dashboards | Based on 31 QuotaPath reviews and verified by the G2 Product R&D team. Visualizes individual and team insights such as new leads and outbound calls. | 89% (Based on 31 reviews) | |
Goal Setting | Based on 33 QuotaPath reviews and verified by the G2 Product R&D team. Allows teams to set trackable goals within the tool. | 89% (Based on 33 reviews) |
Administrative
Integration | Based on 27 QuotaPath reviews and verified by the G2 Product R&D team. Integrates with CRM and financial systems to help determine goals | 89% (Based on 27 reviews) | |
Employee Structure | Based on 28 QuotaPath reviews and verified by the G2 Product R&D team. Organizes team members by roles, activities and objectives and weighs tasks by importance. | 89% (Based on 28 reviews) | |
Behavior Monitoring | Based on 15 QuotaPath reviews. Allows managers and administrators to peruse profiles and monitor employee behavior and performance. | 78% (Based on 15 reviews) |
