In QuotaPath, Admins can easily view plans, earnings, attainment, deals, and payouts for a member in a single, consolidated view. You can also manage a member's compensation by viewing open tasks to take quick action on outstanding approvals, flags, or owed payouts.
You can navigate to a member's details by searching for the user, accessing the Members page in Settings, or clicking the hyperlinked member name anywhere in the application.
Search for Member
Go to the search bar in the top-hand navigation and enter the member's name. Click the member's name to view their details.
Navigate to Members in Settings
Click Settings in the left-hand navigation, and then go to Members. Click the member's name to view their details.
Click Member Name
While on the plans, earnings, deals, or other pages, click the member's hyperlinked name to navigate to the member's details.
After reaching the member's details, here's a summary of the information at the top:
Member's Profile: Name, title, email
Member's Team: List of Teams
Tasks: List of open tasks, including deal approvals, discrepancies, flags, and owed payouts for the selected time frame
Edit Member Details: Click to edit the member's profile, including name, email, title, and currency as shown below:
Below the Tasks in the member's detail view, you'll see the following information:
Time Frame filter for Insights: Filter cards by Month, Quarter, Year, Custom, or All time
Total Earnings: Displays total closed/won earnings based on the time frame filter
Approved Earnings: Displays total approved earnings
based on the time frame filter
Total Closed/Won Deals: Displays total # of closed/won deals based on time frame filter
Earnings Over Time: Displays earnings over time. Navigates to the Earnings page.
Payouts Summary: Displays a summary of owed, eligible, overpaid, and paid payouts. Navigates to “All Owed” tab in Payout.
Attainment: Displays attainment component cards. Navigates to the Attainment page.
Attainment Card Scroll: Navigates between attainment component cards.
Below the member compensation insights, you'll see the following information:
Pipeline: List of pipeline deals based on time frame filter (same filter as insights)
Deal: Navigates to deal details
View all earnings: Navigates to earnings page
Last, at the bottom of the page, you will see the following information:
Plans: List of current plans
Plan Filter: Filter defaults to 'current' plans
Go to plans: Navigates to the Plans page