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.   

CIQ Incentives

Modernized Payee Statement Improvements‍

This component-first statement experience lets admins highlight the most important values, add charts, and present granular grids with collapsible sections and drill-downs—so payees immediately see what changed and why. The net result is fewer questions for admins and clearer payout narratives for every seller.

Bulk Approvals/Rejections‍

Approvers can now select many individual change proposals and approve or reject in one action. High‑volume review cycles move faster, eliminating one‑by‑one bottlenecks without sacrificing control.

Smarter Inquiry Management‍

Speed up triage and make ownership unambiguous with our refreshed Inquiries workspace. It adds detailed statuses, assignee and priority fields, plus powerful filtering to streamline reporting and shorten time-to-resolution across the board.

Enterprise Upgrades for Sandbox Management‍

Export CSV summaries of environment changes, selectively sync single worksheets with dependencies, and chain changes across Dev → UAT → Prod for safer, faster enterprise change management.

Performance Improvements for Large Workbooks‍

Behind the scenes, we’ve re-engineered how large Calculation, Transformation, and Data Workbooks load and write data. Hybrid snapshots and parallelized writes to S3 cut load times noticeably — boosting performance for customers running high-volume, enterprise-scale models.

Sub‑Resource Access Controls‍

Lock down access at a more granular level  — down to specific worksheets inside workbooks, individual data connectors, global attributes and columns, and even period groups. It’s precision permissions for enterprises that need to separate duties without slowing work.

Column Tracing‍

Visually trace a column’s formula dependencies across worksheets to pinpoint the exact inputs behind any number. This makes root‑cause analysis dramatically faster when models behave unexpectedly.

Worksheet Groupings (Calc Workbook)‍

Group related worksheets into named, collapsible sections to bring order to complex models and help builders and reviewers navigate big plans with confidence. It reduces scroll and confusion in dense calculation workbooks, while preserving the flexibility your team needs to iterate.

Grid UI Uplift‍

Cleaner, more consistent grid interface now spans Unified Employee Assumptions, Calculation Workbooks, Employee Assumptions, and Transformation Workbooks. The refreshed design reduces cognitive load and makes everyday edits feel smoother and more predictable.

CIQ Planning

Auto‑update territory assignments on a schedule‍

Frequent territory changes require automated, reliable syncing and rule runs to keep coverage current. With this update, users will now be able to automatically sync Sales Planning data and scheduled account dealer assignment rule runs between CIQ and SFDC on any specified cadence.

Compare Scenarios with Unified Output Metrics

Spot the signal faster—Compare Scenarios shows key metrics side by side with auto‑calculated deltas, so you can choose the best plan with confidence.

Properties, Filters & Collaboration

Properties unify your plan on real business entities - define dimensions like Role or Region globally to enable consistent modeling, saved filtered views, and targeted collaboration from a single source of truth.

CIQ Catalyst

Looking for more advanced modeling capabilities?  

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

Get Started with These New Features

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

You can also read more about additional information on feature releases in our Knowledge Center. 

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

Keep learning and go deeper

Training and certification are available through CaptivateIQ Academy—covering builder fundamentals, troubleshooting, reporting datasets, visualizations, and dashboards—along with a redesigned Admin Certification to level‑up product proficiency.