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Data Sources

Upload and manage the data that Atlas uses to provide context and analysis.

Built-in knowledge

Atlas includes built-in compensation intelligence out of the box:

  • Benchmarks

  • Best practices

  • Insights

These are always available — no setup required.

QuotaPath Workspace (⚡ Atlas Connected only — see pricing)

For teams on Atlas Connected, you can link your QuotaPath workspace to give Atlas access to your live compensation data. This is the most powerful data source available — Atlas can answer questions about real earnings, attainment, and plan performance based on what's actually happening in your business.

With a connected QuotaPath workspace, Atlas can:

  • Show real-time quota attainment and earnings by rep, team, or plan

  • Surface who is on track, at risk, or above target

  • Model the financial impact of plan changes against your actual data

  • Answer questions like "How much did we pay out last quarter?" or "Which reps hit accelerators?"

To connect your workspace:

  1. Go to Data Sources

  2. Select QuotaPath Workspace

  3. Authorize the connection

Once connected, data stays current automatically.

Upload documents

Any plan can upload files to give Atlas additional context:

  1. Go to Data Sources

  2. Upload your file (PDF, CSV, XLSX, JSON, TXT, Markdown)

⚠️ Max file size: 1 MB

Document scope

Workspace-wide — available across all chats and spaces.

Space-level — only available within that specific space.

Manage documents

You can:

  • Search by filename

  • Filter by type

  • Delete files

How data is used

Atlas automatically pulls in:

  • Your connected QuotaPath workspace (if on Atlas Connected)

  • Workspace documents

  • Space documents

  • Files uploaded directly in chat

No need to manually reference files in your prompts.

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