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!
Time Frame filter: Filter data on Home page by Month, Quarter or Year
Notifications: Take action on open tasks like verifying your plan or viewing flagged deals
Forecast Earnings: Toggle to select deals in the pop-up modal to forecast to view potential earnings, attainment, team attainment, and personal goal attainment
Earnings: Summary of total earnings, total # closed/won deals, and earnings over time. Navigates to the earnings page
Latest deals: Up to three recently closed deals and their earnings for the time frame you selected. Navigates to deal details
Attainment Leaderboard: View of the team attainment leaderboard. Use the dropdown to select the leaderboard and sort attainment by total or quota
Breakdown this month: List of attainment and earnings by component and by shared quota. Navigates to attainment page
Payouts: Summary of completed payouts & overpayments
Personal Goals: Summary of personal goal attainment. From Home you can add or edit a personal goal, and open current or archived goals; those views open as drawers rather than a separate page