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Three revenue leaders from Finance, Accounting, and RevOps shared how QuotaPath became the single source of truth their teams needed to work smarter, faster, and with greater confidence.

"I wanted my brain back": Why a RevOps Leader Replaced Spreadsheets with Trust

David Thai, RevOps Team Lead, Augury

As the RevOps Team Lead at Augury, David Thai was responsible for managing commissions for more than 20 reps.

Each quarter brought a cycle of spreadsheet chaos, including confusing eligibility tracking, broken formulas, and repetitive questions from the sales team.
Commission logic lived in a master doc that no one outside his team could decipher.
Facing mounting burnout and a rapidly growing business, David knew they couldn’t scale with their current system.

Visibility into forecasting was nearly impossible, and rep trust was eroding.
After evaluating several options, Augury selected QuotaPath for its intuitive design and automation capabilities. The platform's flexibility enabled David and his team to model complex compensation rules, forecast earnings, and eliminate manual pain points.

The impact was immediate: Augury reduced commission processing time by 66%, cutting a 45-day process to just 15 days. More importantly, sales reps gained visibility into how they earned commissions, which significantly boosted motivation and reduced administrative friction.

QuotaPath helped us get line-of-sight into commission and budget forecasting monthly and annually

David Thai

RevOps Team Lead, Augury

Read more of David’s experience with QuotaPath here.

Scaling Complexity with Confidence: A Controller’s Path to Efficiency

Kim Stithem, Controller, Corporate Finance Institute (CFI)

At Corporate Finance Institute, Controller Kim Stithem oversaw nine comp plans across nine teams, each fit with evolving logic, accelerators, and spiffs. The manual commission process had become a source of errors, inefficiency, and growing risk.

Spreadsheets could no longer keep up with the pace of change. Kim needed a solution that could centralize workflows, integrate with Salesforce and Maxio, and offer real-time visibility from deal to payout.

CFI evaluated five vendors, and although Kim had used QuotaPath at a prior company, she ran a full comparison again. QuotaPath still came out ahead, particularly for its ease of use, robust integrations, and outstanding support.

Post-implementation, QuotaPath enabled Kim to confidently and efficiently manage all comp plans.

With fully integrated systems, she now oversees the entire commission process, deal close through ASC 606 revenue reporting, in one platform.

Today, QuotaPath saves her 15–20 hours per month, eliminates the need for extra headcount, and ensures reps always have clarity on their earnings.

QuotaPath saves me hours every month, makes it easy to train others, and gives me full visibility from Salesforce to payout. I can’t imagine doing this without it

Kim Stithem

Controller, Corporate Finance Institute (CFI)

For more on CFI’s journey with QuotaPath, check out the full story here.

From Manual Firefighting to Strategic Finance: An SVP’s Commission Overhaul

Michael Bishop, SVP of Finance, YPrime

Finance executives, too, have observed direct ROI… almost immediately after implementing QuotaPath.

Take YPrime, for example. Michael Bishop, SVP of Finance, faced a familiar challenge: commissions were being calculated manually, taking more than 80 hours per quarter and introducing errors and inefficiencies at every turn.

Despite switching to NetSuite, the lack of integration between systems left Finance spending days reconciling data and addressing rep concerns.

Recognizing the need for change, Michael and his team evaluated commission solutions and ultimately chose QuotaPath for its seamless integration with HubSpot and user-friendly admin controls.

How user-friendly? Michael configured the system himself, without IT support, ensuring a fast, scalable setup.

The results spoke for themselves.

We had a return on investment almost immediately. It’s not just about commission calcs, it’s about trust and clarity across the business

Michael Bishop

SVP of Finance, YPrime

“We had a return on investment almost immediately. It’s not just about commission calcs, it’s about trust and clarity across the business,” Michael siad.

The Finance team reclaimed critical hours, shifted focus to high-value work, and built trust with Sales through real-time commission visibility.

For Michael, QuotaPath wasn’t just a better way to calculate commissions. Rather, it was a way to create alignment across the business. You can read more here.

Final Thoughts: From Firefighting to Forecasting

For these three QuotaPath customers, the solution went beyond justt automating commissions.

The software changed the way leaders work.

  • For David, it brought forecasting and focus.
  • For Kim, it gave her back her time (and sanity).
  • And for Michael, it delivered ROI in the first quarter.

If you’re struggling to scale commissions, it might be time to move past spreadsheets and into a system that gives your whole team clarity, trust, and time back.

Learn more here.

Kelly O’Halloran

Kelly O’Halloran is a Marketing Leader at QuotaPath, where she partners with customers and internal teams to surface real-world stories that highlight the impact of modern commission management. With a background in journalism and B2B SaaS storytelling, Kelly focuses on amplifying authentic voices from the field, especially those of RevOps, Finance, and Sales leaders navigating growth.