To introduce QuotaPath to your team, we recommend hosting a short overview that shows them where to see their real-time earnings, how to see forecasted earnings, and how to check attainment progress.

The ‘My Path” section of the workspace also helps reps track their progress and connect it to their personal goals.

How else can you leverage QuotaPath?

Our own growth organization runs our pipeline reviews by pulling up QuotaPath. Using Team Attainment leaderboards, our reps speak and point to the recent deals they won, while sharing next steps and probability of win for the remaining forecasted deals.

Pro tip: You can also use team leaderboards for board decks and executive reviews.

Weekly one-on-ones between Sales Leaders and reps mark another great opportunity to pull up QuotaPath and connect personal goals to revenue.

By leveraging the forecasted attainment and earnings view, you can motivate reps by showing how close they are to quota or the next higher commission tier, for example.

One of our customers, Muck Rack, started using QuotaPath in their new rep onboarding process.

By request, Muck Rack’s Sr. Business Manager runs QuotaPath sessions to address questions like what they get paid on and when, and where can they go to view this. This helps provide instant visibility into sales compensation from the start (and gets them hungry to start closing deals!).

Once commissions are ready, Muck Rack also utilizes QuotaPath by sending a link via Slack that alerts reps to login and review their upcoming paychecks.

If something looks wrong, reps can then flag deals using our Deal Flagging feature to raise questions in-app and alert the admins to take a look. All communication between rep and Accounting can take place in QuotaPath, freeing up time for both via a streamlined process.