With QuotaPath connected to Claude, ChatGPT or Gemini, you can ask questions about your comp plans and results the way you'd ask a colleague, and get answers from your live QuotaPath data. Because it's your own AI assistant, you can then take the answer further: turn it into a table, a chart, an email or a slide, or combine it with other files and tools you use.
Not connected yet? See Setting up the QuotaPath MCP. For the full list of what it can read, see QuotaPath MCP: available tools.
Understand your plans
Get plain-language explanations of plans, without opening the plan builder.
"Using QuotaPath, explain how our AE plan pays, as if you were telling a new hire."
"Compare our AE and AM plans side by side: components, rates and accelerators."
"Which deals count toward the SDR plan, and which are filtered out?"
"Summarize every active plan in one table, with its quota period and main components."
Good for: answering rep questions, onboarding new reps and admins, and checking a plan reads the way you intended.
Check that everything is set up right
Use it as a second pair of eyes before a payout run.
"Is anyone in the workspace not assigned to a plan?"
"List each team with its members, and flag anyone who appears on more than one team."
"Which plans have no one assigned to them?"
"Show me each plan's deal filters so I can review them."
Track performance
Get a read on the quarter in seconds.
"Show quota attainment for every rep this quarter, sorted highest to lowest."
"Which reps are below 50% of quota with a month left in the quarter?"
"How is each team tracking against quota this quarter, compared with last quarter?"
"Turn this quarter's attainment into a chart I can drop into our pipeline review."
Explain earnings
Answer "why did I get paid this?" with the math behind it.
"What did [rep] earn last month, and which deals drove it?"
"Explain step by step how the commission on [deal] was calculated."
"Which deals had an override applied this quarter, and what were the amounts?"
"Who has an outstanding draw balance, and how much?"
Good for: resolving rep questions and disputes faster, and spot-checking earnings before you approve them in QuotaPath.
Plan and budget with your comp data
Bring real comp numbers into planning work.
"Give me total commission earned by team and quarter for this year as a table, so I can use it for next year's budget."
"What's our average commission as a share of deal value, by plan?"
"Using this year's attainment, which reps would hit 100% if quotas were 10% lower?" (The assistant does the what-if math. Nothing changes in QuotaPath.)
Share the results
Because the answer lives in your AI assistant, you can keep going:
"Write a short Slack update for the sales leaders summarizing this quarter's attainment."
"Draft an email to [rep] explaining how their bonus was calculated."
"Make this a table I can paste into our board deck."
Tips for better answers
Start with "Using QuotaPath..." so the assistant knows to use the connector.
Be specific about time: "this quarter", "Q3 2026" or "last month" works better than "recently".
Name the plan, rep or team when you can.
Ask it to show its work. "Explain how you got that number" makes it easy to check.
Spot-check important numbers in QuotaPath before you act on them, especially during the first few weeks. If something looks off, tell us (see below).
What it can't do (yet)
It can't change anything. Plans, quotas, deals and teams are read-only for now, and write access is next.
It can't see payouts or approvals yet, only earnings.
It works one workspace at a time.
Tell us what you're using it for
We're building the next tools based on what you ask. Send us your favorite prompts, and any answers that were wrong to our support team at [email protected].