Our newest enhancement in QuotaPath is the Payouts Eligibility feature. Payouts Eligibility enables QuotaPath users to define eligibility rules and automate when payouts are eligible to be paid out. Additionally, users are provided with a new eligibility mapping wizard so users can define and map their eligibility rules. Currently, these eligibility rules include eligibility by invoice and eligibility by date.

You can find Payouts Eligibility in your QuotaPath Payouts dashboard. To start, eligibility rules will be defined at the path level under the Plans dashboard in QuotaPath. Users will now see a "Define Eligibility" button located within each of your Paths. By clicking on this button, you'll be able to define payout eligibility by either invoice or date.

Eligibility by invoice allows users to determine the proportion of payouts eligible based on the proportion of invoices paid. For example, if $5,000 is the total invoice received amount, and the total deal value is $10,000, 50% of the earnings will be eligible.

Eligibility by date enables users to select up to six (6) dates from your CRM that determine when payouts are eligible. For example, 50% of payouts eligible available on deal close date, and 50% of payouts eligible on another date.

With the launch of Payouts Eligibility, users will be introduced to a new layout of their Payouts dashboard. First, under the Earned tab, you will now see options for All Owed, Eligible and Overpaid. The table on the bottom of the Payouts dashboard, will show everything in one easy-to-read view. Once you've added an eligibility rule, you will see a column in this table that shows which payouts are eligible.

The Eligible and Overpaid tabs provide you with a simplified view of deals that match only that criteria without the noise of everything else on the dashboard. This view also makes it much easier to select the eligible deals and send them to your payroll team for payment.

If you have any other questions, please don't hesitate to reach out to us!