Our newest enhancement in QuotaPath is the Payouts Eligibility feature. Payouts Eligibility enables QuotaPath users to define eligibility rules and automate when payouts are eligible to be paid out. Additionally, users are provided with a new eligibility mapping wizard, allowing them to define and map their eligibility rules. Currently, these eligibility rules include eligibility by invoice and eligibility by date.
Setting up eligibility rules
You can find Payouts Eligibility in your QuotaPath Payouts dashboard. To start, eligibility rules will be defined at the component level under the Plans dashboard in QuotaPath. Users will now see a "Define Eligibility" button located within each of your components. By clicking on this button, you'll be able to define payout eligibility by either invoice or date.
Eligibility by invoice allows users to determine the proportion of payouts eligible based on the proportion of invoices paid. For example, if the total invoice received amount is $5,000 and the total deal value is $10,000, 50% of the earnings will be eligible.
Eligibility by date enables users to select up to six (6) dates from your CRM that determine when payouts are eligible. For example, 50% of payouts eligible available on the deal close date, and 50% of payouts eligible on another date.
Viewing Eligibility on the Earnings Table
Once eligibility rules are configured, the earnings table will display rule type and value in the expanded deal view, so you can see exactly which rule is applied and what value is driving eligibility for each deal. Deals or components without an eligibility rule will show "No eligibility applied."
The earnings table also includes a payable amount to date column, giving you a running view of how much is actually available to be paid per deal without having to go through the full approval workflow to find out.
This is the amount of earnings that currently meets payout eligibility rules. This amount does not account for prior payouts.
On the Deal Details page, you'll see a per-component breakdown of the rule type, the field used, and the rule value. If a calculated field is used for an eligibility rule, it will be noted with a tooltip and description.
The Payouts Page
With the launch of Payouts Eligibility, users will be introduced to a new layout of their Payouts dashboard. First, under the Earned tab, you will now see options for All Owed, Eligible, and Overpaid. The table at the bottom of the Payouts dashboard provides a comprehensive view of all information in one easy-to-read format. Once you've added an eligibility rule, you will see a column in this table that shows which payouts are eligible.
The Eligible and Overpaid tabs provide a simplified view of deals that match only these criteria, without the noise of everything else on the dashboard. This view also makes it much easier to select the eligible deals and send them to your payroll team for payment.
You can also filter by eligibility through date on the Payouts dashboard using the "Eligibility as of Date" filter. Set an end date to define your eligibility window and the results will show deals that became payable on or before that date, with payable amounts that reflect the cutoff date, not today's figure. This replaces the manual export, sort, and delete workflow for teams isolating what's payable for a specific period.
The filtered results include:
Deals with PE by Date rules where the rule date falls within the selected range
Deals without PE rules that are currently eligible and unpaid (treated as fully eligible through any selected date)
Deals with PE by Invoice that are currently eligible and unpaid
If you have any other questions, please don't hesitate to reach out to us!