CaptivateIQ Incentives

Advanced Payout Approval Workflows (Closed Beta Starting 5/6)

As payout processes become more complex, many enterprise teams need more than a simple submit-and-approve motion. They need better ways to separate review from publish actions, route approvals based on more specific business logic, and manage workflows that reflect how payouts are actually governed across large organizations.

Enterprise-Grade Payout Approval Workflows are designed to support these more advanced approval models. With greater flexibility around review steps, publishing controls, and routing logic, teams can better manage layered payout approval processes without relying on manual coordination behind the scenes.

This feature enters closed beta on Wednesday, 5/6. If you are interested in access, please contact your Customer Success Manager.

Approval Routing by Calculated Field

Approval workflows often depend on more than just static inputs. In many cases, the right approver depends on the outcome of a calculation tied to a proposed change.

With Approval Routing by Calculated Field, teams can now route collaboration workflows based on calculated values, including derived values generated from submitted changes before those changes are approved. This makes it easier to build workflows that reflect downstream impact, not just the initial input, giving admins more precision and flexibility when configuring approvals.

Auto-Assign Approvers by Employee ID

Not every approval should be routed through the submitter’s hierarchy. In some workflows, the approver needs to be tied to the employee affected by the change, even when that person sits outside the submitter’s reporting structure.

Auto-Assign Approvers by Employee ID gives teams a new way to assign approvers dynamically using an Employee ID field in collaboration workflows. This is especially helpful for cross-functional approval scenarios and cascading workflows, where routing needs to follow the impacted employee rather than the person submitting the change.

<hr>

CaptivateIQ Planning

Sales planning enhancements

Territory Geo-Carving

Designing balanced territories has traditionally meant hours of spreadsheet work and manual boundary-drawing. Territory Geo-Carving introduces an automated, map-based approach: specify how many territories you need, choose a geographic granularity (zip code, county, or state), and select the metrics you want to balance across them,  such as ARR, headcount, or account count.

The system generates contiguous, balanced territory groupings and displays them on an interactive map, where teams can review results, make manual adjustments, and publish directly to the territory hierarchy. This is ideal for annual territory planning, mid-year rebalancing after headcount changes, or expansion into new geographies.

Note: Current functionality supports US-based geographic data. International support is planned for a future release.

Unified, Dynamic Permissions

Configuring collaborator access across Sales Planning has historically been a manual, model-by-model process — creating saved filters in Quota, inviting users to individual territory nodes, scoping Capacity access separately. Unified, Dynamic Permissions consolidates this into a single settings experience where admins can invite collaborators at scale with the correct row-and-column access automatically applied across Quota, Capacity, and Territory models.

This is designed for teams where multiple stakeholders contribute to the plan — sales leaders reviewing quotas, finance validating capacity, regional managers adjusting territories — and access needs to be scoped appropriately without dozens of manual configuration steps.

Platform Enhancements

This release includes a set of usability and consistency improvements across Sales Planning:

• Wrapped Column Headers — Column headers in planning worksheets now wrap to display full names, making it easier to scan and work with wide models without truncation.
• Properties in Territory Model — Properties are now available in the Territory and Account worksheets, bringing the same configurability already available in Quota and Capacity. Teams can also include additional string columns when importing territory hierarchy data.
• Compound Key Enhancements — Teams can now choose the order of compound key fields, sort worksheets by a compound key property, and reference a single value within a compound key instead of needing to match all values — giving admins more flexibility when working with complex worksheet structures.

<hr>

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 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

<hr>

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.