Case Study: Corporate Finance Institute (CFI) unifies commissions and saves 15–20 hours a month with QuotaPath

How CFI Unified Commissions from Quote to Payout Using QuotaPath

Corporate Finance Institute (CFI), a global leader in financial analyst certification and training, needed a better way to manage growing commission complexity across 15+ quota-carrying employees. As quotas, accelerators, and spiffs evolved, the team outgrew spreadsheets and struggled to connect Salesforce data, payout tracking, and revenue reporting in a scalable way.

CFI implemented QuotaPath to unify commissions from order to payout, integrating with Salesforce and Maxio to manage nine compensation plans across nine teams. With QuotaPath, CFI automated earnings calculations and payout workflows, improved visibility for Finance and Sales, and cut monthly commission work by 15–20 hours while making the process more accurate and easier to support.

Corporate Finance Institute (CFI)

Kim Stithem

Controller