In QuotaPath, Admins can use Home for clarity and insights into what actions need to be taken in their workspace. Upon first creating your workspace, Home will walk you through the steps to get started in QuotaPath. After completing those steps, Home will update to notify you of tasks requiring action and other workspace insights.
Home - Getting Started
Getting started:
(1) - Build your first compensation plan: Learn how to build your first compensation plan by completing these four steps: Create your first plan, sync your CRM, Assign team members, and View earnings.
(2) - Members: Understand how many users have been added to your workspace and which users are still pending and have not been assigned a plan yet.
(3) - What's new: Stay up-to-date on product updates and other announcements from QuotaPath.
(4) - More resources: Find links to additional resources in our Help Center to help you get fully onboarded to QuotaPath.
Home - Tasks
(1) - Tasks: Take action on Admin workflows like approving deals, addressing discrepancies, resolving flags, and scheduling payouts. Use the timeframe filter to adjust the date range of the outstanding tasks.
(2) - Overview: Get a quick snapshot of your workspace including total earnings, total payouts, and average effective rate. Use the timeframe filter to adjust the date range of the insights.
(3) - Members: Understand how many users have been added to your workspace and which users are still pending and have not been assigned a plan yet.
(4) - What's new: Stay up-to-date on product updates and other announcements from QuotaPath.
(5) - More resources: Find links to additional resources in our Help Center to help you get run commissions and get the most from QuotaPath.