What is a draw?
A draw is a guaranteed minimum payment added to a team member's compensation plan, independent of their earnings results. It's most commonly used during ramp periods for newly hired or transitioning reps.
There are two types of draws:
Non-recoverable draw — QuotaPath pays the team member the greater of their plan earnings or the draw amount for that period. If earnings fall short of the draw, the difference is never tracked as a debt.
Example (non-recoverable): A rep has a $5,000/month draw and earns $3,200 in plan earnings in March. QuotaPath pays a $1,800 draw top-up, bringing total earnings for March to $5,000. The $1,800 difference is not owed back.
Recoverable draw — QuotaPath ensures the team member earns at least the draw amount for the period by paying a top-up at period close if earnings fall short. The shortfall is tracked as an outstanding balance and recovered from future commission payouts over time. (Coming in a future release — see below.)
Example (recoverable): A rep has a $5,000/month draw and earns $3,200 in March. QuotaPath pays $5,000. The $1,800 difference is tracked as an outstanding balance and recovered from future payouts.
How draw records work
Once a plan with a draw component is active, QuotaPath will generate a draw record for each draw assignment automatically as each new draw period begins. Draw amounts are only finalized after the earnings period closes — this is when the 'greater of' comparison is made against total plan earnings and locked in. In-progress draws are not shown in the Completed Draws table until the period closes.
While the period is open, a rep can use forecasting mode to see the draw record reflect a dynamically calculated value of their projected draw amount for the period in both component cards as well as the earnings graph. They can also view the “Upcoming draws” table to see a live, dynamic projected draw value based on current closed/won earnings.
Draw records:
Appear as earnings records in Earnings, Approvals, and Payouts — in their own, distinct table on Earnings, and alongside deal-based earnings in a unified table on Approvals and Payouts.
Flow through the same approval workflow as your other earnings, triggered by the draw's close date. No separate approval step is needed.
Are not affected by Payout Eligibility (PE) rules. Reps receive their draw floor regardless of PE status.
For more information on how to create and configure a Draw, check out this Help Center Article.
Where to find draw records
Earnings
Draw records appear in several places within the Earnings page.
Main Earnings page:
Draw records appear in a separate collapsible "Completed Draws" table on the main page.
The component cards reflect closed/won vs. draw earnings for completed periods. The draw component card appears at the top of the earnings page alongside other milestone components.
Draw earnings are also reflected in the earnings graph.
In forecasting mode, you can see how forecasted pipeline deals may impact your current and future draws.
Draws Overview tab:
Each earnings page also includes a dedicated Draws Overview tab for a deeper look at draw activity. You can access it three ways:
Click the draws component card on the main Earnings page.
Click the button on the draws table on the main Earnings page.
Click the Draws Overview tab directly.
This tab lets you track all your draw records and visualize draw earnings versus deal earnings per period. The chart shows one draw at a time and can be filtered by plan. Below the chart, two tables are shown: Completed Draws, which lists closed draw records for past periods, and Upcoming Draws Schedule, which shows projected draw amounts for future periods.
Draw component card and attainment:
On the Attainment page, the draw component card appears in a greyed-out state at the bottom of the page. This is intentional — draws do not factor into attainment calculations, so the card is shown as a footnote for awareness only and does not contribute to attainment progress.
Filtering
The Draws Overview tab and the draws table on the main Earnings page support the same page-level filtering patterns used throughout Earnings and Payouts — including date range, plan selection, and view-as. You can also filter on draws as a component within a plan, following the same behavior as other component types.
Plan Verification
Draws appear in Plan Verification so reps and managers can review draw details as part of their full plan. Team members who were not assigned a draw will not see draw information in Plan Verification or anywhere else in the app.
Approvals
Draw records appear in the same approvals table as other earnings and support bulk approval workflows.
Payouts
Draw amounts appear in the payouts experience and can be marked as paid alongside other earnings. The period summary shows deal earnings, the draw amount for the period, and total earnings.
Plan Performance tab
In the Plan Performance tab, draws appear as a dedicated Draws pill and table, shown separately from deal records. Draws are excluded from the Total Earnings graph. When a plan has draw components configured, a note — "excludes draws" — will appear on the graph for clarity.
Note: Draw records do not appear in the Ledger.
Things to keep in mind
Draws are a floor, not a bonus. A non-recoverable draw pays the greater of the draw amount or plan earnings — not both added together.
Manager visibility follows existing permission rules. Standard and Full managers can see draw information. Limited managers cannot, consistent with how manager permissions work elsewhere in QuotaPath.
Past draw records cannot be retroactively corrected. You can edit the draw component at any time — including amounts, assignees, and future periods — but changes to periods that have already closed will not update the records that were already generated. This is why editing past-period amounts may create discrepancies in approvals and payouts.
The Completed Draws table shows closed periods only. In-progress draws for the current period are not shown in the table until the period closes. You can see a projected draw amount for the current period on the component card and in the Upcoming Draws Schedule on the Draws Overview tab.
Draws do not appear in custom reports at this time.
Team earnings and attainment views do not include draw data at this time.
Multi-currency workspaces: Draw amounts are converted to your display currency using a single rate — the exchange rate in effect on the last day of the draw period. This means draw amounts will convert consistently across the earnings page, approvals, and payouts.
One thing to be aware of: individual deal earnings on the same page each convert at their own close-date rate, so the deal totals and the draw amount may not add up exactly if exchange rates changed during the period. This is expected behavior, not a discrepancy — the draw calculation happens in your workspace's base currency first, and the period-end rate is applied to the result.
Recoverable draws — coming soon
Recoverable draws, where reps receive an advance against expected commissions that is repaid from future payouts, are planned for an upcoming release. When available, reps will be able to see their outstanding balance, upcoming recovery schedule, and how recoveries are being applied over time.