CaptivateIQ 2021 Product Year in Review

2021 was another banner year for CaptivateIQ. And although there were many milestones along the way, nothing surpasses our continued commitment to innovation that helps finance, operations, and revenue teams better solve commissions complexities.

As we look back on a special year for CaptivateIQ, we wanted to highlight some of our most impactful innovations across different product areas and experiences.

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Collaboration: Simplify commissions workflows and increase productivity

Inquiry and Document Upgrades

• Added several enhancements to inquiry and document features, including file attachments, ticket routing, and user settings

Approval Workflow

• Streamlined approval process for payout statements between admins, payees, managers, and leadership

Configuration: Design sophisticated plans that meet your business needs

Formula Library 2.0

• New formulas and enhanced functionality of existing formulas that make calculation setup and audit easier

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Transformations 2.0

• Enhanced transformation functionality provides more intuitive and powerful data operations

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Controls: Improve peace of mind with control over commissions operations

Payee Impersonation

• Empowers admins to impersonate payee users to see where and how data is portrayed to them

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Advanced Permissioning

• Granular access controls on data and commission plans that allow teams to stay compliant

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Integrations: Save time with streamlined commissions data

Open API

• API endpoints to enable programmatic data extraction and automation of actions in CaptivateIQ

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Data Connectors

• Extending data connector support to several business systems storing data needed for commission calculations and reporting

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Reporting: Drive smarter decision with data and analytics

Templated Data Exports

• Save data exports as templates, reducing repetitive tasks for reports that are pulled frequently

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Dashboarding

• Custom visualizations and dashboards to streamline reporting and surface insights/trends

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If you’re a CaptivateIQ customer, visit our Knowledge Center to learn more about how to leverage this functionality. We’re looking forward to your continued partnership and collaboration as we build in 2022 and beyond!

Not a customer yet? Book a demo with one of our commissions experts to learn more about these features and what's to come in 2022.

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