What's New at CIQ is a new motion to highlight innovative new capabilities from CaptivateIQ. Stay tuned each month for the latest updates helping organizations operate more efficiently, hit their targets, and prepare for future growth.

Join the Planning Revolution at CaptivateIQ's Jump Start 2026 Event

Ready to ditch the "planning whiplash" that's been plaguing your team? Register for CaptivateIQ's Jump Start 2026 event on August 12th. You'll discover how to finally sync your planning and incentives using AI-powered tools that bring quota, territory, headcount, and compensation together in one unified workspace.

Build Plans and Run Commissions Faster

Platform UI Improvements

We've updated the user interface throughout data workbooks, global attributes, and global navigation to provide better consistency, a contemporary look, and enhanced user experience across the platform.‍

• Navigator (Quotient Calculation Workbook)
  
  • New vertical navigation sidebar improves worksheet management for large-scale use. All customers now have access to this feature, with some retaining the option to opt-out if needed.
• Plan Visualizer Enhancement (Open Beta)
  
  • The improved Plan Visualizer offers an enhanced graph-based visual interface that lets users explore, understand, and trace commission models across all worksheet types with better transparency and model understanding. Access will be cohort based and when available, customers can opt-in via the toggle in banner at the top of your screen in the Calculation Workbook view.

App Navigation

Column Menu

Toolbar

Manage Business Growth and Scale

Workflows - Generally Available

Generic workflow functionality now enables streamlined automation for various scenarios including bonus processing, line-item inquiries, manager quota configuration, discretionary payments, and data modification approvals.

Salesforce Connector Writebacks

Our latest SalesForce connector writeback functionality allows customers to automatically transfer plan results and SPM data from Data Workbooks directly into SalesForce objects, removing the need for manual data export workflows.

Get Started with These New Features

To learn more about any of these features or to get implementation assistance, 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.