All Collections
Home
Home for Members & Managers Overview
Home for Members & Managers Overview

Understand how Members and Team Managers can use Home

Updated over a week ago

In QuotaPath, Members & Team Managers can use Home for clarity into what actions need to be taken in their workspace and insight into what, why and when they're getting paid.

Home is designed to be mobile-friendly so Members & Team Managers can view quick insights on the go!

(1) - Time Frame filter: Filter data on Home page by Month, Quarter or Year

(2) - Notifications: Take action on open tasks like verifying your plan or viewing flagged deals

(3) - Forecast Earnings: Toggle to select deals in pop-up modal to forecast to view potential earnings, attainment, team attainment, and personal goal attainment

(4) - Earnings: Summary of total earnings, total # closed/won deals, and earnings over time. Navigates to earnings page

(5) - Latest deals: List of recently closed deals and earnings. Navigates to deal details

(6) - Attainment Leaderboard: View of team attainment leaderboard. Use dropdown to select leaderboard and sort attainment by total or quota

(7) - Breakdown this month: List of attainment and earnings by path and by shared quota. Navigates to attainment page

(8) - Payouts: Summary of completed payouts & overpayments

(9) - Personal Goals: Summary of personal goal attainment

Did this answer your question?