Payouts Eligibility

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.

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. Though invoice is the term used here, you can use any amount field.

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.

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.

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 has two tabs, and they are named differently depending on your role in QuotaPath.

For more on the Payouts page, review this article.

First, on the Earned or Payout tab, you will see options for All Owed, Eligible/Payable, and Overpaid. The table at the bottom of the Payouts dashboard provides a comprehensive view of all deal information in one easy-to-read format. If you have eligibility rules in your plan components, 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 (i.e. only deals with eligible earnings, or deals with clawbacks pending). If your plans have eligibility rules built into the components, it is suggested that Admins schedule payouts in this Eligible tab so as to avoid accidentally paying out owed, but not eligible, earnings

If your components are using amount-based Payout Eligibility Rules, as opposed to dates, it is possible that your eligible earnings amounts will, at times, show as being higher than your approved and owed earnings.

QuotaPath calculates eligible earnings proportionally based on the relationship between the deal value and the total payout eligibility amount. For example, if the invoice paid total (eligibility rule value) is $100,000 and the deal value is $80,000, the eligible earnings will be 25% higher than the approved earnings because the eligibility rule value is 25% higher than the deal value.

In the payout table on the earned page, you will see these values shown in red like below. This is intended to make it clear where the eligible amount is higher than the owed amount and reduce the possibility of overpayment. When paying these out, if you do not intend to pay more than the owed amount, be sure to select these records and choose the "Payout Owed" action instead of "Payout Eligible."

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:

If you have any other questions, please don't hesitate to reach out to us!