For decades, comp teams faced an impossible choice. On one side, spreadsheets—with the ability to support any plan but manual, disconnected, and error-prone. On the other, legacy platforms—more structured, but rigid and hard to adapt as plans changed.

Lately, new "starter" tools have promised an easier way with point & click plan builders. But while they make getting started simple, they quickly hit a wall when plans get more complex. Teams get stuck—again.

With founders who managed commissions firsthand, CaptivateIQ was built to empower comp teams to both own the commissions process and build any plan they need. Long recognized for the ability to support any plan with our powerful, flexible modeling engine, we’re taking usability even further with the introduction of our Guided Plan Builder.

Introducing the Guided Plan Builder 

CaptivateIQ's new Guided Plan Builder is a point-and-click experience that makes building and managing commission plans faster and easier—without boxing you in.

Layered on CaptivateIQ’s powerful modeling engine, it offers a visual, step-by-step way to build, test, and adapt your plans—all through an intuitive, no-code interface.

Key Features of the Guided Plan Builder 

• Plan Visualizer: Easily understand how data flows through your plan structure in a clear, graphical view
• Plan Credits Wizard: Quickly filter transactions to the right payees and period with guided steps
• Pre-Built Calculation Templates: Apply blueprints for common calculation components like flat, tiered, and conditional rates to build plans and payout components faster

All of this is powered by CaptivateIQ’s core modeling engine—offering real-time calculations, advanced effective dating, and full support for any custom logic. It’s built to help teams test scenarios, scale plan management, and handle the complexities that come with growth.

The Impact: More Efficient Comp Teams

With this new approach to the plan build and management experience, comp teams can:

• Launch and Modify Plans Faster: Go from concept to live in a fraction of the time with guided steps and ready-to-use logic.
• Reduce Risk: Visual validation and simplified workflows lower the chance of costly errors.
• Empower More Admins: The guided builder makes plan building accessible to teams of all skill levels.
• Scale Without Limits: Start with simple templates and expand into complex logic as your business grows.

How It Works

Building a commission plan with our Guided Plan Builder is simple:

1. Filter Transactions: Follow the guided wizard to filter transaction data to the corresponding payee and timeframe
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2. Select & Configure Calculation Templates: Apply pre-built logic like flat or tiered rates to handle common calculations

3. Add Custom Components: Layer in additional logic or advanced calculations as needed

4. Review and Launch Plans: Validate your plan and data flow with a full visual summary to go live with confidence

Where We’re Heading

Guided Plan Builder is just the beginning. CaptivateIQ’s roadmap includes:

• Conditional Logic: Adding advanced rule-based logic in an easy and guided way
• More Pre-built Calculation Templates: Expanding blueprints for common calculation types to cover more plan types and use cases
• AI-Powered Plan Building: Automate the plan deployment process with CaptivateIQ's Assist AI capabilities 

Experience it for yourself

It’s time to stop choosing between what’s fast and what’s flexible. With CaptivateIQ’s Guided Plan Builder, you get both—fast, flexible, and scalable commission plan building that meets you where you are and grows with you.

Ready to Learn More?

Explore the clickthrough experience or book a demo to see Guided Plan Builder in action.

Already a CaptivateIQ customer? Contact your customer success manager to learn more.