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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

Your business and its relationships with clients are constantly evolving. Without investing significant time in analyzing numbers to produce a static spreadsheet, it might be challenging to pinpoint specific areas where financial inefficiencies exist and where revenue opportunities are being missed. MSPCFO equips you with detailed insights, enabling you to determine which agreements, engineers, and clients contribute positively to your profits, and which ones may be diminishing your financial success month after month. Our advanced business intelligence platform offers over 50 real-time reports, granting you the capability to identify, assess, and monitor the factors influencing revenue growth and those that hinder profitability. The vital information required to enhance your revenue streams is embedded within your PSA; release it today. By utilizing MSPCFO, you can uncover the intricate data necessary to discern the profitability of your agreements and teams, ultimately allowing you to make informed decisions that will lead to increased earnings moving forward.

Description

QuotaPath creates ownership and accountability across revenue teams through automated tracking and compensation management. Our platform offers revenue teams the ability to design fully customizable compensation plans, forecast commissions in real-time, and surface insights in dashboards. RevOps, sales leaders and finance teams rely on QuotaPath to standardize comp plan creation and assignment, build custom quotas and acceleration tiers, export deal data and override earnings, create role hierarchies and permissions, and forecast revenue in real time. Our CRM integrations with HubSpot, Salesforce, and Close push data into QuotaPath, offering users a seamless experience and up-to-date, accurate deal data. Through our Payouts feature and finance tools, we’re helping operations, finance, and HR teams with the month-end close processes to audit, confirm, and process payouts.

API Access

Has API No 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

AccessOwl No 
Close No 
Copper No 
Gradient Works No 
HubSpot CRM No 
HubSpot Customer Platform No 
Pipedrive No 
QuickBooks Online No 
Salesforce No 
Strategy Overview Yes 
Stripe No 
Zoho CRM No 

Integrations

AccessOwl Yes 
Close Yes 
Copper Yes 
Gradient Works Yes 
HubSpot CRM Yes 
HubSpot Customer Platform Yes 
Pipedrive Yes 
QuickBooks Online Yes 
Salesforce Yes 
Strategy Overview No 
Stripe Yes 
Zoho CRM Yes 

Pricing Details

$175 per 3 users per month
Free Trial No 
Free Version No 

Pricing Details

$15 per user per month
Sales compensation should be transparent and so should pricing. That’s why we’re the only sales compensation management system with pricing listed on our website and no minimum contract value. For smaller teams, our Essential package starts at $180 per seat for the year and includes custom plan building and payouts. For $480 per seat per year, QuotaPath Growth unlocks ASC-606 compliant accounting of commissions, leadership attainment boards, in-app collaboration for commission discrepancies and compensation plan sign-offs. With QuotaPath Premium, starting at $840 per seat per year, multi-source payouts eligibility and Okta SSO becomes available.
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

MSPCFO

Founded

2012

Country

United States

Website

www.mspcfo.com/msp-software

Vendor Details

Company Name

QuotaPath

Founded

2018

Country

United States

Website

www.quotapath.com/

Product Features

MSP

Backup Management No 
Billing & Invoicing No 
CRM No 
Dashboard No 
Help Desk No 
Issue Management No 
Live Chat No 
Patch Management No 
Privileged Access Management (PAM) No 
Project Management No 
Remote Access No 
Remote Systems Monitoring No 
Scheduling No 

Sales Analytics

Collaboration Tools No 
Dashboards No 
Forecasting Analytics No 
Ideal Customer Profile (ICP) No 
Lead Analytics No 
Pipeline Management No 
Predictive Forecasting No 
Predictive Lead Scoring No 
Sales Intelligence Reporting No 

Product Features

Commission

Affiliate Management No 
Agency Commission No 
Commission Calculations Yes 
Commission Scheduling Yes 
Commission Tracking Yes 
Compliance Management Yes 
Flat Commissions Yes 
Incentive Programs Yes 
Multi-Tiered Commissions Yes 
Percentage Commissions Yes 
Sliding Scale Commissions Yes 
Split Commissions Yes 

Compensation Management

Bonus Management Yes 
Compensation Assessment Yes 
Compensation Calculation Yes 
Compensation Plan Modeling Yes 
Compensation Statements Yes 
Employee Reward Programs No 
Incentive Programs Yes 
Organizational Charting No 
Salary Planning No 

Sales Analytics

Collaboration Tools No 
Dashboards No 
Forecasting Analytics No 
Ideal Customer Profile (ICP) No 
Lead Analytics No 
Pipeline Management No 
Predictive Forecasting No 
Predictive Lead Scoring No 
Sales Intelligence Reporting No 

Sales Engagement

CRM Integration Yes 
Call Scripts / Call Steps No 
Email Sequences No 
Email Tracking / Automation No 
Lead Management No 
Reporting / Analytics No 
Sales / Voice Dialer No 
Sales Automation No 
Search No 
Task Management No 
Templates No 
Workflow Management Yes 

Sales Forecasting

Competitor Analysis No 
Correlation Analysis No 
Dashboard Yes 
Dynamic Modeling No 
Exception Reporting No 
Graphical Data Presentation No 
Modeling & Simulation Yes 
Performance Metrics Yes 
Sales Trend Analysis No 
Statistical Analysis No 

Sales Performance Management

Incentive Compensation Management (ICM) Yes 
Predictive Sales Analytics No 
Quota Management Yes 
Reporting / Analytics No 
Sales Coaching Analysis No 
Sales Gamification No 
Sales Performance Tracking Yes 
Sales Planning & Forecasting Yes 
Territory Management No 

Sales Tracking

Activity Dashboard Yes 
Alerts / Notifications No 
Appointment Scheduling No 
Call Logging No 
Comments / Notes No 
Custom Reports Yes 
Document Management No 
Email Templates No 
Interaction Tracking No 
Lead Management No 
Lead Scoring No 
Pipeline Management No 
Reporting / Analytics No 
Task Management No 

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