Every month, we highlight innovative new capabilities from CaptivateIQ. Stay tuned for the latest updates helping organizations operate more efficiently, hit targets, and prepare for future growth.   

CaptivateIQ Incentives

Payee Mobile App

The CaptivateIQ payee experience is now available on mobile through the Apple App Store and Google Play, so payees can engage with CaptivateIQ on the go. This is especially valuable for mobile-first and deskless teams that don’t spend their day at a laptop, and it helps organizations meet payees where they already work.

With the mobile app, payees can stay connected without needing to hunt down a desktop link or wait until they’re back at a computer, which improves adoption and keeps the commissions experience accessible when it matters.

Access Controls: User Visibilities

Enterprise teams often need more precision in what different admins can see. With User Visibilities, you can restrict what employee and user data an admin can access within a role. That means admins can be limited to specific sections and sub-sections, such as Employee Attributes, supporting tighter security, cleaner governance, and better segmentation for larger organizations.

This is a practical step forward for teams that want to delegate responsibilities without expanding visibility more than necessary.

Access Controls: Sub-Resource Level Access Controls

Sub-Resource Level Access Controls add an additional layer of granularity to permissions. You can set access at the level of specific sub-resources, including worksheets within workbooks, data connectors, global attribute worksheets and columns, and period groups within commission plans.

The result is simpler, safer permissioning. Teams get the access they need to do their work, while admins reduce the risk of over-permissioning across complex environments.

Automated Plan Assignments

Automated Plan Assignments streamline how payees are mapped to compensation plans. Using employee attributes, CaptivateIQ automatically assigns payees, tracks assignment history, and flags cases that fall outside expected criteria.

This reduces manual work for admins and helps ensure accurate, compliant plan assignment. 

Multiline Rows and Auto Row Resizing (Collaboration and Report Models)

Collaboration and Report Model worksheets now support multiline cell content with automatic row resizing. Longer notes, explanations, and proposal details are easier to read and review, which makes collaboration workflows smoother and less error-prone.

CaptivateIQ Planning

Sales planning enhancements

We continue to invest in Sales Planning with updates that help teams plan with more clarity, collaborate with greater control, and manage change as the business evolves. These enhancements reflect direct feedback from RevOps and Sales Ops teams managing more complex GTM models and faster-moving planning cycles.

Sales Planning follows a continuous release model. Updates go live as they are completed, and all features included below are now available to customers.

Plan for shared account ownership with overlays

Many revenue teams rely on multiple GTM roles to work the same accounts. Sales Planning now supports overlay territory structures so teams can plan for shared ownership without duplicating data or creating workarounds.

Teams can add overlay trees with their own hierarchies and assignment rules, assign the same account across multiple roles, and view all territory and overlay assignments together in one place. This makes it easier to plan across BDRs, AEs, CSMs, and specialists while keeping each role’s structure intact.

The result is clearer coverage, fewer ownership questions, and planning that reflects how GTM teams actually operate.

Govern planning changes with approvals and permissions

As more stakeholders participate in planning, control and clarity become just as important as speed. Sales Planning now includes configurable approval workflows and a unified permission model to support collaboration without losing ownership.

Admins can define who can view or edit data, route changes for review, and manage approvals from a single experience. Changes can be reviewed and approved in batches, with access scoped by role so stakeholders only see what’s relevant to them.

These updates help teams move through planning reviews faster, reduce version conflicts, and maintain a clear record of decisions.

Roster powered by objects

Users can now create roster worksheets as objects within CIQ Planning. With the roster now treated as an object, teams can add, update, and remove reps using effective-dated rows. Changes are tied to when they take effect, not just the latest snapshot, making it easier to reflect hiring, role changes, and exits accurately within planning scenarios.

This update is an incremental step toward richer roster management and more precise planning tied to real headcount timelines. Additional capabilities will continue to build on this foundation through the end of February.

Improve day-to-day workflows with exports and syncs

We’ve also shipped a set of workflow improvements that make planning data easier to use beyond the Planning workspace.

Teams can now export the roster and other worksheets to CSV and sync any worksheet out of Sales Planning to downstream systems. These updates reduce friction during setup, reviews, and ongoing operations, and make it easier to connect planning outputs to the rest of the revenue stack.

Catalyst

Catalyst Modeling Platform

Catalyst is now officially GA, bringing scenario modeling and advanced planning capabilities to revenue, finance, and strategy teams. Catalyst helps teams compare scenarios, understand tradeoffs, and make confident decisions  all without relying on brittle spreadsheets or disconnected tools.

What’s New in Catalyst

Recent updates include:

• Improved anomaly detection predictions
  Enhancements make it easier to surface unexpected patterns or risks inside your models.
• AI-powered explainer for anomalies
  A new agent helps clarify why something looks off and what may be driving the issue.
• Conditional formatting
  Highlight outliers, trends, and exceptions directly within your workspace.
• UI/UX improvements
  Cleaner layouts, easier navigation, and better visual clarity across models.
• Workspace access controls (coming soon)
  More granular permissions to help teams manage collaboration and governance at scale.

What Catalyst Enables

With Catalyst, teams can:

• Build flexible, reusable models for a variety of planning use cases
• Run scenario comparisons to evaluate different strategic outcomes
• Forecast payouts, attainment, ARR, and usage leveraging ML-based models
• Detect anomalies or emerging performance trends
• Score accounts or reps to support coverage decisions
• Support multi-year and long-range planning with stable, auditable models

Get Started with These New Features

To learn more about any of these features or to get implementation assistance on Beta features, please contact your Customer Success Manager.

We're committed to continuously improving our platform based on your feedback. Thank you for being part of the CaptivateIQ community!

Read more on additional information on feature releases in our Knowledge Center.