QuotaPath Features
Sales Rep Portal (6)
Commission Estimator
Functionality for Salesperson to Calculate expected commission on a deal based on adjusting pricing and terms of deal. 112 reviewers of QuotaPath have provided feedback on this feature.
Dispute Management
As reported in 90 QuotaPath reviews. Method to manage and resolve varialble compensation disputes/descreptancies
Compensation Statements
Based on 106 QuotaPath reviews. Method for a salesrep to see breakdown of variable and base compensation payments that have been made.
Plan Documents and Agreements
As reported in 80 QuotaPath reviews. Features that enable Sales rep to view details of compensation agreements
Individual and Team Performance Reports
Based on 105 QuotaPath reviews. Salespersons can view reports/dashboards that easily depict where they are at in their plan as well as other team members and their team as a whole.
Mobile User Support
As reported in 78 QuotaPath reviews. System supports users that want to access system data and fuctionalyt from a mobile devide (phone and/or tablet)
Management Portal (6)
Sales Org Performance Reports
Provides reporting functionality that allows managment to determine how the sales organization is performing across divisions 85 reviewers of QuotaPath have provided feedback on this feature.
Monitor Sales Rep Performance
Provides reporting functionality that allows managment to monitor a salesperson performance as well as rank sales representatives 89 reviewers of QuotaPath have provided feedback on this feature.
Territory Assignments/Management
As reported in 72 QuotaPath reviews. Allows Sales Management to adjust territorities by geography, product, org structure, etc as required.
Quota Assignments/Management
As reported in 96 QuotaPath reviews. Allows Sales Management to adjust quotas by sales rep, geography, product, org structure, etc as required.
Commission splits and overrides
Based on 93 QuotaPath reviews. Sales manaagement can override/adjust Compensation and split commission manually
Workflow and Approvals
Functionality to approve compensation statements or other processes that require approval relating to sales compensation 74 reviewers of QuotaPath have provided feedback on this feature.
Administration (6)
Adjustments/Dispute Resolution
Based on 83 QuotaPath reviews. Functionality that allows admins to adjust and manage compensation disputes
Comp Modeling - Ease of Admin
Creating compensation calculations/credit allocation rules is easy to admin and can be done without a technical resource 93 reviewers of QuotaPath have provided feedback on this feature.
Comp Modeling - Design Flexibility
As reported in 93 QuotaPath reviews. Can create the compensation calcuations/credit allocation rules required to support business rules sales management desires
Comp Statement Calculation and Distribution
Easily creates compensation statements and distributes them to sales team 93 reviewers of QuotaPath have provided feedback on this feature.
Reports and Dashboards
Reporting functionality is effective in helping run business. Adminstration of reports is easy to maintain and flexible enough to meet business needs 97 reviewers of QuotaPath have provided feedback on this feature.
Sales Hierarchy Management
Manages changes to sales organization easily 79 reviewers of QuotaPath have provided feedback on this feature.
Platform (7)
CRM Integration
CRM integration is flexible and easy to maintain This feature was mentioned in 82 QuotaPath reviews.
Financial Integration
Based on 56 QuotaPath reviews. Financial System integration is flexible and easy to maintain
HCM/HRIS Integration
HCM/HRIS integration is flexible and easy to maintain 29 reviewers of QuotaPath have provided feedback on this feature.
Customization
System provide sufficient customization to meet business requirements This feature was mentioned in 72 QuotaPath reviews.
APIs
System provide well documented API's that can be used to integrate to 3rd party systems This feature was mentioned in 57 QuotaPath reviews.
Internationalization
System support multiple currencies and languages to enable business in multiple countries 60 reviewers of QuotaPath have provided feedback on this feature.
Performance and Reliability
System is consistently available (uptime) and system's speed is don't impact productivity 83 reviewers of QuotaPath have provided feedback on this feature.
Data Sourcing (4)
Data Sourcing
Compiles data from a breadth of either internal or external sources. This feature was mentioned in 20 QuotaPath reviews.
Exporting & Sharing Data
Based on 23 QuotaPath reviews. Enables user to communicate data by securely exporting and sharing it.
Multi-Device Data Visualization
Based on 20 QuotaPath reviews. Allows users to view data visualizations on several devices.
Interactive Dashboards
Based on 23 QuotaPath reviews. Dashboards which are customizable and interactive so that the user can view sales information in a way that fits his or her needs.
Predictive Analytics (1)
Live Forecasting
Provides live customer data so that sales organizations forecasts stay current. 23 reviewers of QuotaPath have provided feedback on this feature.
Sales Management (3)
Live Pipeline Management
Updates every time a change is made enabling users to trace a deal through the pipeline. 24 reviewers of QuotaPath have provided feedback on this feature.
Sales Gamification
Enables competition between a sales team by providing things like challenges and scoreboards. This feature was mentioned in 24 QuotaPath reviews.
Activity Tracking
Enables sales managers to stay on top of their team activities by providing visibility into customer communication. This feature was mentioned in 23 QuotaPath reviews.
Incentives (3)
Triggers
Automatically recognizes achievements that should be added to the leaderboard. 30 reviewers of QuotaPath have provided feedback on this feature.
Commission Calculator
Based on 43 QuotaPath reviews and verified by the G2 Product R&D team. Helps users determine sales goals by calculating potential commission rates.
Leaderboards
Based on 35 QuotaPath reviews and verified by the G2 Product R&D team. Highlights top-performing employees to publicly reward their achievements.
Personalization (4)
Profiles
Creates user profiles similar to social media pages that display private or public statuses and updates. 35 reviewers of QuotaPath have provided feedback on this feature.
Custom Reports
As reported in 34 QuotaPath reviews. Generates reports with customizable fields to further understand employee performance.
Dashboards
Based on 38 QuotaPath reviews and verified by the G2 Product R&D team. Visualizes individual and team insights such as new leads and outbound calls.
Goal Setting
Based on 40 QuotaPath reviews and verified by the G2 Product R&D team. Allows teams to set trackable goals within the tool.
Administrative (3)
Integration
Based on 34 QuotaPath reviews and verified by the G2 Product R&D team. Integrates with CRM and financial systems to help determine goals
Employee Structure
Based on 35 QuotaPath reviews and verified by the G2 Product R&D team. Organizes team members by roles, activities and objectives and weighs tasks by importance.
Behavior Monitoring
Allows managers and administrators to peruse profiles and monitor employee behavior and performance. This feature was mentioned in 22 QuotaPath reviews.
Agentic AI - Sales Compensation (1)
Natural Language Interaction
Engages in human-like conversation for task delegation
Agentic AI - Sales Performance Management (3)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Natural Language Interaction
Engages in human-like conversation for task delegation
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Agentic AI - Sales Analytics (5)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Cross-system Integration
Works across multiple software systems or databases
Adaptive Learning
Improves performance based on feedback and experience
Natural Language Interaction
Engages in human-like conversation for task delegation
Proactive Assistance
Anticipates needs and offers suggestions without prompting





