If you are in the Comp Plan Builder in QuotaPath creating a new Plan, continue on with the below instructions. If you are adding a Path to an existing Plan, navigate to the 'Plans' dashboard in the left-hand navigation. Go to the Plan that you'd like to add a Path, and click '+Add Path' in the top right hand corner of that Plan.

Path Name

First, give the Path a name. A Path represents all the components of a compensation plan, or different scenarios in which a variable compensation can be earned. For common examples of the types of Paths in Plans, please view the collection on compensation plan templates.

Choose whether this Path is recurring or temporary, then click 'Next'. A recurring path is typically part of the formal compensation plan details and repeats itself every earnings period. A temporary path is typically a one-time spiff or bonus, or a Path with a non-standard earnings period.

Path Quota

On the next step, select 'Yes' or 'No' to whether this Path has a quota. If there is no formal quota but a goal associated with this Path, you can enter in a quota in order to track progress against this goal in the Attainment dashboard. Choose whether this Path is associated with a 'New Quota' or an 'Existing Quota'. A new quota should be created if the Path has a different earnings period than other Paths in the same Plan. An existing quota can be used if the same set of deals will be referenced for this earnings rule, or if you have multiple paths or types of deals contributing to the same quota. Common examples include:

New Quotas:

Existing Quotas:

If 'Existing Quota' is selected, use the dropdown to choose the existing quota that the path should contribute towards and/or reference the same set of deals. If 'New Quota' is selected, continue below.

From there, choose whether the deals in this path should use a new or existing field name. If you select 'Create new field', enter in the field name in the text box and use the dropdown to select the field type. A field can either be a currency or number. Examples of number fields include Demo Appointments, New Logo Counts, or Activities. If you select 'Use existing field', use the dropdown to choose the existing field name. Then, select 'Next' to continue with creating this Path.

Note: This field name determines how the deal amount appears in your workspace. Please reference this article on the components of a Deal. This is not the same as choosing the field in your CRM, as this is completed as part of mapping a Path to your CRM. As a best practice, a new field name should be created anytime the deal amount for this Path will be different than other Paths. This is especially important if a deal has the potential to apply to multiple Paths and different deal amounts will need to entered for each Path. Existing field names can not be edited or deleted. If you need to edit a field name, you will need to create a new one.

If creating a new quota, choose whether the quota will 'Stay the same' or 'Change over time'. If you select 'Stay the same', enter in the quota amount and select the quota timeframe. If you select 'Change over time', select the quota period, and enter in the quota value for each period. If members assigned to this Plan have different quotas, you will be able to later assign individual quotas using our Quota Tables feature. Please see this article on how to assign individual quotas.

Last, click the 'Advanced quota rules' dropdown to select whether this quota is cumulative. A cumulative quota is a quota thats adds up over time to represent the sum of the previous quotas. This results in the cumulative set of deals being used to calculate the cumulative attainment as well. If you select yes, choose the cumulative quota period using the dropdown.

Path Earnings Rule

If a Currency field was selected on the previous step, you will choose between a 'Commission' or 'Bonus' for the earnings rule.

If a Number field was selected on the previous step, you will choose between a 'Single Rate', 'Multiple Rate' or 'Milestone' for the earnings rule. A common example of a compensation plan with a Number Single Rate is a flat bonus amount earned per demo or per meeting. In this case, enter in the bonus amount and select 'per quantity' in the dropdown. Similarly, a common example of a compensation plan for a Number Multiple Rate is a bonus amount that accelerates as the sum of the number field or quota attainment increases. For this use case, select whether the tiers should be based on the number field or attainment, and then create the tiers. To add more tiers, select 'Add another tier'. If another tier is added, use the toggle to set whether the commission rate in the next tier should apply retroactively. Next, in the yellow box below the tiers, choose whether these tiers should apply to the 'Sum of Deals' or 'Each Individual Deal'. Last, a common example of a Milestone would be a flat bonus amount earned by achieving a specific quota attainment percentage or number amount. If a Milestone is selected, choose '+Add another milestone' to add additional tiers.

Next, choose whether this earnings rule will 'Stay the same' or 'Changes over time'. If you select 'Change over time', use the dropdown to select the time period in which the earnings rate will start to change. If members assigned to this Plan have different earnings rates, you will be able to later assign individual rates using our Rate Tables feature. Please see this article on how to assign individual rates.

Finally, if no quota was added to this path on the previous step, set the earnings period for this path. This will determine the time period in which the earnings rule will reset.

Last, click the 'Advanced path dependencies' dropdown if this path's ability to earn is based on another Path's progress. If you choose yes, use the dropdown to select the other Path that controls this path's ability to earn. Note that the paths must have the same earnings period. Next, select whether the rule is based on quota attainment or the sum of the deal amount.