Connect capacity planning, territories, quota, and incentives in one intelligent workspace — so every change flows smoothly from plan to payout.

Revenue planning today feels more unpredictable than ever. 

Territory shifts, comp plan confusion, and data silos slow down teams and erode trust, costing companies by way of lost opportunities, missed targets, and payout errors. Legacy systems and spreadsheets only add to the chaos, forcing teams to spend weeks or even full months wrangling data and fixing mistakes.

CaptivateIQ was designed to help our customers keep up with this ever-escalating pace of change. Our founders experienced the pain of misaligned plans, late-night commission fixes, and impacted rep performance firsthand, leading them to take a more innovative approach with a modeling-centric platform that could handle any level of complexity.

Today, we’re excited to announce that CaptivateIQ is delivering the industry’s only fully connected solution that unifies planning and incentives in one AI-infused platform, helping teams move quickly, pivot on a dime, and optimize not just once, but throughout the year.

Read on to learn more about what’s new.

Announcing an expanded sales planning suite that connects the dots across capacity, quotas, and territories

CaptivateIQ Planning now covers capacity planning and quota setting so customers can build more optimized plans upfront and adapt easily as reality strikes throughout the year. 

In today’s world, revenue is susceptible to market swings. As teams struggle to adapt their sales strategy mid-year to build toward revenue resilience, connecting sales planning to incentives has never been more critical. 

Not only does this allow revops, comp, and finance teams to move faster, it also ensures alignment all the way from planning to payout. 

With our expanded Planning offering, revops teams can now complete the entirety of their sales planning process in CaptivateIQ, and easily make changes throughout the year. Today we’re excited to announce:

Optimized Territory & Account Carving: While CaptivateIQ Planning has long supported the ability to model your territory structure, we’ve now taken it a step further with optimization capabilities: 

• Scenario Comparison: Effortlessly compare multiple territory and quota models side by side, visualize key metrics, and run “what-if” analyses before deploying changes – all in one responsive interface.
• Built-in Territory Analytics: Explore your territory data, simulate changes, and instantly see the impact without ever leaving CaptivateIQ. Visualize performance, spot gaps, and take action faster.

Quota Setting: New quota setting capabilities allow analysts to rapidly adjust, model, and share quota assignments in real time. They can run “what-if” scenarios and align quota logic across the company, ensuring everyone works from the same numbers, and best-fit targets are always set. With connectivity directly into CaptivateIQ’s Incentives product, never worry about quota and comp misalignment.

Capacity Planning: By connecting new quota setting and capacity planning capabilities, analysts can eliminate the guesswork and see the downstream impact of every hiring plan, ramp scenario, or coverage change before you commit. The platform delivers instant insight into how any decision will affect sales performance, quotas, and commissions.  This ties directly into other models, so you can quickly validate scenarios with bottoms up territory and quota models.

Full Connectivity to Incentives: All planning modules flow natively into CaptivateIQ Incentives. Updates happen everywhere automatically, preventing misalignment and duplicated work so teams can optimize for organizational goals in context, not in isolation.

Model anything and predict everything with Catalyst, our new AI/ML-powered modeling solution

There’s no shortage of data to help inform stronger sales plans and smarter incentives, the challenge lies in harnessing that data. Before now, the ability for revops, finance, and comp to leverage advanced predictive modeling capabilities often relied on outsourcing to more technical teams. 

Today we’re announcing our new advanced modeling solution, Catalyst, which puts the power of AI/ML in the hands of any analyst or admin.  With Catalyst, advanced predictive capabilities for both Planning and Incentives use cases have never been so accessible. 

Whether it’s forecasting sales, searching for payout anomalies, or optimizing territories, Catalyst helps any team leverage historical data to build more optimized sales plans and incentives. 

With Catalyst, you get a predictive modeling layer tailor-made to address advanced use cases:

• Predictive Insights: Surface risks and forecast outcomes with native machine-learning capabilities that allow you to train on your data.
• Adaptive Modeling: Build and adjust models to your business needs without being constrained by rigid system limitations.
• Full Connectivity: Enrich your processes with predictive insights with a native connection to Planning & Incentives data.
• Purpose-Built Templates: Launch faster with templates for common use cases like account scoring, expense forecasting, and anomaly detection that complement planning and incentives. 

Incentives made stronger with one agile platform from planning to payout

As plans, quotas, and territories change, our natively-connected CaptivateIQ Incentives product updates in real time. Leaders and reps always see exactly where performance stands and how their pay ties to execution, improving trust across the board.

Resilient revenue, in a world of constant change

Modern revenue organizations across industries are using CaptivateIQ to build a more resilient revenue engine. With CaptivateIQ, customers:

• Spend 75% less time on planning and see 47% faster commission processing.
• Have seen commission payout errors drop by 90%.
• Deliver over 150,000 sellers real-time incentive and performance visibility.

It’s Time to Rethink Sales Performance Management

Disconnected tools, manual workarounds, and slow updates no longer cut it. CaptivateIQ offers a smarter, unified solution that brings planning and incentives together in real time. With connected modeling, flexible workflows, and AI-powered insights, your teams can plan, adapt, and execute with confidence — no matter how fast things change.

Learn more about the future of planning and incentives by watching our virtual launch event.