Announcing the next gen of CaptivateIQ: Planning and incentives in sync. Finally. Learn more.
Trusted by 800+ teams to chart the path to resilient revenue
Planning & Incentives
Built to
adapt.

One AI-infused platform
from planning to payout.

From setting objectives to calculating payouts, everything you need to plan, execute, monitor, and adapt tightly integrated sales strategy and incentives. All without relying on services or IT.

Work off a single source of truth for incentives and planning. Ingest data from any source and transform it in real-time with the SmartGrid ELT modeling engine. Ensuring every model and calculation is built off a clean, up to date dataset.

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Automate  commission calculations with precision and transparency. Build any commission plan, give payees real-time visibility into earnings and ensure your incentives are driving desired outcomes.

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Balance workloads and ramp times while ensuring quotas are both achievable and aligned with business goals. Compare scenarios to get the right people in seat to hit targets.

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Build and manage territories that drive results. Automatically assign accounts, optimize opportunities across reps, and adapt boundaries as your business evolves—all with clear alignment across sales and operations.

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Turn planning and incentives data into actionable insights. Track performance trends, identify top performers, and understand what drives results with advanced reporting and real-time  dashboards that inform strategic decisions.

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Forecast outcomes before they happen. Use ML-powered models to score accounts, predict quota attainment and  identify payout anomalies based on historical performance and trends.

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Build faster, with confidence. Quickly troubleshoot formulas, search documentation, optimize plans and improve payee visibility  with natural language queries and intelligent suggestions.

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Revenue resilience,
delivered.

You need strategy that grows stronger when things change. That's revenue resilience, and it's built into CaptivateIQ.

10%
increase in seller attainment
6x
faster plan creation
47%
faster commissions process
9.5%
increase in seller attainment

CaptivateIQ
is built for agility.

Legacy tools weren’t designed for speed or adaptability. We built CaptivateIQ to make incentive management and planning painless and wildly effective.

Bulb
Connected workspace

One source of truth 
from capacity planning to payouts

  • Clean, up-to-date dataset powered by SmartGrid
  • Connected modeling across planning and incentives
  • Single source-of-truth across finance, rev ops and comp
  • Real-time visibility for payees and leadership
Unbeatable flexibility

Plan for anything, pivot anytime

  • Logic-based workbooks handle plan complexity with ease
  • No-code calculation engine to build & adapt without services
  • Guided plan-building and scenario modeling with AI Assist
Intelligent optimization

Make better decisions, faster

  • Real-time scenario modeling for planning & incentives
  • End-to-end reporting out of the box
  • Custom predictive ML models including forecasting and anomaly detection

Helping operations teams
run smarter and move faster.

Michael D.
Director of Revenue Operations
“Through its flexibility, transparency and automation, CaptivateIQ has become an essential partner in scaling revenue operations for our fast-growing sales organization.”
60x
faster at calculating monthly commissions
Read their story
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Marcello H.
Head of Finance
“Now that [our advisor team] understands the risk/reward balance in their plans, they’re more effective in incentivizing productivity, since they have access to data they didn’t have before.”
10%
improvement in advisor productivity
Read their story
Image Description
Alex W.
Senior Variable Compensation Analyst
“The additional time [from CaptivateIQ] frees up space for analysis … it means I can ensure that our commission plans are really designed to be aligned with our company goals.”
2 days
to roll out new plans
Read their story

Complexity,
meet simplicity.

No more crashing Excel files or unmet promises from professional services. Tackle even the most complex plans with speed and confidence.

Scale with SmartGrid

Having firsthand experience with the pain of commissions, our founders built a modern modeling experience. With our SmartGrid™ ELT & calculation engine, you can model plans and calculate commissions at scale.

Get up and running - fast

Quickly model and test incentives, capacity, territories and quota in real-time without breaking the bank. Launch in as little as two weeks to three months.

Stay in the driver’s seat

CaptivateIQ’s no-code platform pairs flexibility with ease of use for all your incentive and planning needs. Create reports and model plan changes with just a few clicks — no technical expertise necessary.

Comprehensive security and compliance

Protecting your sensitive data is our top priority. Our compliance program meets industry-leading information security standards, undergoing annual independent audits for SOC 1 and SOC 2 compliance.

Forrester Wave Leader 2025 in Sales Performance Management Solutions for Incentive Compensation

We built it because we lived it. Now we’re sharing what we know.

CaptivateIQ started when a few ops leaders hit their limit with broken corp spreadsheets and legacy tools. Now, we help hundreds of teams plan, pay, and grow with confidence. Explore insights from front lines of comp and planning.

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Join the 800 teams building resilient revenue
with CaptivateIQ