Release Notes

July 2019

Features & enhancements:
Release of Teams: Sales teams unite! You can now create teams in QuotaPath. Members can join a team and share attainment data across multiple plans to view at-a-glance leaderboards of team attainment.
Added email domains: Inviting others to your Workspace got easier. Workspace Owners can whitelist email domains so that team members can gain access directly from the “Join Workspace” page.
Support for bigger deal calculations and values: For those who get compensated at the thousandth percentile, we see you. QuotaPath can now support deal values with up to six decimal points. Big Deal Energy.
Filter persistence on Earnings and Attainment Dashboard: By default, we aggregate all plans to display in both dashboards. If you decide to filter down further by either plan and/or time frame, you can now toggle back and forth between dashboards and your filter selection stays in view. Sticky filters, not fingers.
Added ability to refer a friend: Loving QuotaPath? Let your friends in on it, too! You can now refer others outside of your Workspace to join QuotaPath. Click the menu from your avatar to head to the “Refer a friend” section. Send a sweet note to tell them what they’re missing.
Manage Plan Dashboard improvements: We did some visual housekeeping and made a few tweaks to the page layout that makes this view cleaner and more intuitive.

Bugs:

Spaces in Workspace name: We fixed an issue where accidental spaces in Workspace names were preventing you from logging in successfully. It wasn’t you, it was us.

Incorrect deal date display on shared plans: When receiving a shared plan, the app was applying “today” as the start date. This caused issues if you tried to back-fill deals with dates that pre-dated entry. We made some improvements so that the recipient has control of adding the correct deal date.

Adding deals outside of temporary paths date range: We won’t lie… this bug is a bit complicated. Rest assured your deal dates now match up to the right paths and are correctly displaying in Earnings and Attainment.

Paths with the same name: We fixed a bug that was causing filtering issues to the graph on the Attainment Dashboard with plans with shared names.

June 2019

Features & enhancements:
Enhanced support for multiple plans: Now you can filter and aggregate data across multiple Plans in the Earnings and Attainment Dashboards.
Added account settings: Head to the “Account Settings” section from the main navigation bar or click the link from the ‘more menu’ dropdown beside your user avatar to update account details like name, job title, managerial status, and password.
Improved login flow for newly invited QuotaPath users: We added a nifty little authentication token to the Workspace invitation email so that invitees joining via email will be confirmed after registering their account credentials.

Bugs:

Improved Firefox support: If you’ve been dodging QuotaPath in Firefox, rest assured. You can now see path swatches clearly and you no longer have to create an exception to get past scary security warnings.

‘Percentage of total earnings’ calculation in expanded earnings details: For Earnings Dashboard views spanning multiple plans, the earnings detail calculation for a given deal was displaying an infinity symbol for ‘percentage of total earnings.’ There’s a time and a place for infinity symbols (like you and your girlfriend’s matching ∞ tattoos), but it’s not here!

Deal table checkbox selector: We’ve fixed multiple issues affecting desktop and mobile functionality for the “select all deals” checkboxes on Earnings and Attainment deal tables.

Premature session timeout: For those of you who checked “keep me logged in” but got kicked out, whoops! Our bad. Browser sessions will now keep you logged in upon request. When your session expires, we’ll prompt you to log back in.

Y-axes values in Earnings and Attainment charts: We’ve made it easier to define multiple-rate bonuses by adding labels that help you understand how your attainment-based bonus rate is being calculated.

Minor improvements to the date picker: We’re on a mission to remove frustrations with the date picker. We’re not quite there yet, but we’re working on it! For now, we’ve stopped Chrome from auto-filling your email address in our form fields.

May 2019

Features & enhancements:
Release of Plan Sharing: You can now share QuotaPath Plans with others in your Workspace. This is helpful for speedy new hire onboarding and team alignment.

  • Shared Plans can be saved for later review, stored in My Plans to track Earnings and Attainment, or kept in the Sandbox as a draft or template.
  • Read more about it here.
Forecasting improvements: We’ve made visual updates to enhance the way Forecasting is presented when in use. Now when you see the blue charts, graphs, and pills, you know you’re forecasting deals in Pipeline stage.
Removal of Payments: The Payments Dashboard wasn’t getting the love that it deserved, so we’ve removed it from the app. It will return someday – bigger and better than ever.
Quick links to all of your Workspaces: Never go searching for the Workspaces you belong to. Easily access and toggle between the Workspaces that are known to your device and browser session. Your Workspaces will be visible in the ‘more menu’ dropdown at the top right hand corner of the app and on the login screen.

Bugs:

Paths with Single-Rate Bonuses: We made it faster to set up paths with no quota and a single-rate bonus or commission structure by removing unnecessary questions about time frame.

Existing quota selector in Plan Builder: When selecting an existing quota for a given Variable Path, the app was indicating a different quota than selected. Rest assured – the correct quota is now being displayed.

Monthly-Changing Quotas: When creating earnings rules that change every month, we’d accidentally skipped over May 2019. Sorry, Tauruses!

Incorrect Path summaries: We fixed display issues assigning the wrong value in path summaries. No more problems swapping dollars, numbers, or percentages.

Attainment-Based, Multi-Rate Bonuses: We’ve made it easier to define multiple-rate bonuses by adding labels that help you understand how your attainment-based bonus rate is being calculated.