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QuotaPath Help Center

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AI-Powered Plan Builder

AI-Powered Plan Builder

Learn how to create and manage Plans using the QuotaPath's AI-Powered Plan Builder

29 articles

How to add a Quota Component

How to add a Single Rate Commission Component

How to add a Multi-Rate Commission Component

How to add a Single Rate Bonus Component

How to add a Multi-Rate Bonus Component

How to add a Milestone Bonus Component

How to use the AI-Powered Plan Builder

Creating & Publishing a Draft Plan

Adding a Component

Editing a Component

Workspace Components

Assign Individual Quotas

Assign Individual Rates

Request Plan Verification

Edit Plan Effective Dates

Bulk Updates to Plans

Deleting a Component

Deleting a Plan

Un-assign a Plan

Components with different Earnings & Attainment fields

Components with Attainment Multipliers

Automatic Commission Rates

Components with Roll-Up Attainment Credit

Locked Plan Data

QuotaPath Help Center

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