In QuotaPath, a member can view their plan and their plan verification on the plans page.
After logging in and clicking on the plans page from the left-hand navigation menu, you should see your active and archived plans showing. Clicking on either one of them will drop down the plan structure and components below it.
Members have the ability to drop down each individual component to see the details of their quotas, rates, multipliers, commissions, bonuses, etc.
At the bottom of each component, you can also click to view the source mapping to better understand what data QuotaPath is referencing from your company's data source to calculate your earnings and attainment.
My Plans
Whether you are a Member, Team Manager, or Admin, you can click the 'My Plans' tab from the Plans page to view a list of all Active and Archived plans assigned to you. You can view a summary of the plan details from this view, including the components, quotas, and rates, by clicking on the Plan. You can also verify the plan by reviewing the plan details and any attached documents and providing an e-signature (if requested by your Admin).
If you are a team manager, you will also have a team tab that allows you to see the plans for the team assigned to you. That team must be created with you as a manager on the team's page in QuotaPath. If you are a team manager but have no team tab showing on the plans page, it's likely that the team has not been set up on the teams page.
View and download your Plan Verification
To view and download your signed plan verification:
Go to Plans → My Plans.
Locate the applicable plan.
Click on the signature/verification date shown on the right side of the plan.
Select Next to open the verified plan.
Select Print to view, print, or save a copy as a PDF.
Often, users want to download their employment contract, contract terms, compensation plan details, and/or their signed plan document for their own records. This is how you view and download that plan information