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Named a Strong Performer in “The Forrester Wave™: Sales Performance Management Platforms, Q1 2023”

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Introducing CaptivateIQ’s AI‑Powered Payee Experience

Table of Contents

Incentives should be a growth engine, not a black box. Yet when pay feels murky, trust and momentum stall. Less than half of commissionable employees are completely confident their payouts are always accurate, which erodes motivation and focus. According to CaptivateIQ’s blog post “How to Motivate Sales Teams When Selling is Tough,” 92% of sales reps say real-time visibility into earnings is a strong motivator, while CaptivateIQ’s 2025 State of Incentive Compensation Management Report shows only 52% of companies provide real-time performance tracking and just 50% offer visibility into current and potential earnings, leaving nearly half of organizations without the transparency needed to build trust.

The productivity hit is real, too. Most teams still fight “shadow accounting,” with reps manually rechecking commissions instead of selling; in our research, the vast majority of employees say they recalc at least some of the time. For a company of 1000 payees this easily translates to over $500K in lost productivity each year. 

Meet the upgrade: clarity, confidence, and coaching

Our AI‑Powered Payee Experience turns compensation from “What happened?” into “Here’s what’s next.” Payees get instant clarity on earnings, fast answers to plan questions, and personalized, data‑backed guidance to grow their pay (and your business).

What that means in practice:

  • Understand earnings at a glance. Clean, interactive statements and in‑line explanations remove the guesswork so reps can focus on closing, not accounting 
  • Resolve questions in seconds with AI. Natural‑language chat simplifies complex plans and payouts on demand, right where payees work
  • Turn guidance into action. Tailored tips show each payee how to close gaps, hit accelerators, and maximize earnings with confidence

What’s new

AI agents are now embedded directly in our newly enhanced payee experience (web and mobile). They speak plain English, analyze data, and surface strategy you can act on immediately.

Key capabilities:

  • Plan Clarity. Plain‑English breakdowns of plan terms, quota, progress to accelerators, and side‑by‑side math for credit splits and mid‑period changes. Ask “What is my quota this quarter?” or “How do my accelerators work?” and get instant answers.
  • Payout Confidence: “How was I paid?” is resolved before it becomes a ticket. Agentic explanations show the formula used, the relevant plan clause, and an audit trail to source records. Missing or delayed payouts are flagged with reason codes and notifications; when needed, the agent drafts an inquiry for quick follow‑up.
  • Machine‑Learning Forecasts: A crystal‑clear view of projected attainment and earnings, grounded in current and historical data.
  • Personalized Guidance: Real‑time, AI‑generated insights suggest the smartest next moves to reach goals and unlock accelerators.
  • Enhanced UI, accessible anywhere: All agents live inside the refreshed payee experience across web and mobile so answers are always one tap away.

Why it matters

When clarity replaces confusion, every team wins. Reps stay focused with less time spent shadow accounting and chasing down answers. They sell more with transparent, traceable payouts and data-backed guidance on where to focus their energy. Most importantly, they’re happier. At the same time, admins spend less time putting out fires and more time designing plans that drive performance and growth.

See the AI‑Powered Payee Experience in action

Book a demo to learn how your team can convert compensation from a source of confusion into a transparent, motivating engine for growth.

One agile platform from planning to payout

Talk to our sales performance experts to learn how you can make sales planning and compensation a strategic growth driver.