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.   

Join us for Planning Week from September 15-19

Planning season doesn’t have to feel like crunch time. You’re invited to Planning Week, September 15-19. Expect five days of fresh insights, practical tools, and expert advice to help you level up your FY26 planning.

Think of it as your “planning toolkit delivered daily”,packed with strategies from industry leaders and a first look at how CaptivateIQ is helping teams stay connected and agile.

👉 Reserve Your Spot for Planning Week

CaptivateIQ Incentives

Hierarchies Updates 

You can now create hierarchy-derived worksheets from any hierarchy group in a Commission Plan, with the option to include managers as self-referential records. Plus, hierarchy groups can now be used as data sources in Transformation Workbooks, enabling smarter joins, inferred relationships, and more flexible reporting. These updates make it easier to model compensation and reporting structures that reflect how your organization really works.

This unlocks new ways to connect hierarchy data with other datasets and enables richer reporting and modeling.

Enterprise Upgrades for Sandbox Management

Enterprise customers know the importance of robust sandbox environments—especially when testing major changes before deployment. CaptivateIQ's upgraded sandbox management delivers just that, offering exportable CSV summaries of environment changes, single worksheet syncing, and the ability to sync updates across multiple environments. These tools allow admins and analysts to maintain compliance and control, simplify the deployment process, and ensure that multiple teams can work confidently in a secure, isolated setting. The single worksheet sync also syncs any dependencies associated with that worksheet.

CaptivateIQ Planning

CaptivateIQ’s All-in-one Workspace

Since launch, we’ve delivered rapid enhancements - including smarter territory optimization, custom planning dates, robust scenario modeling, and visualization & reporting. New collaboration features, admin controls, and automation empower teams to move beyond manual spreadsheets, adapt plans faster, and ensure every change flows to payout with confidence. Stay tuned for upcoming features like real-time data syncs, advanced analytics, and global filtering.

Catalyst

Meet Catalyst: The New Era of Flexible Modeling

Catalyst (formerly known as Workspaces) is CaptivateIQ’s powerful, flexible modeling layer. With Catalyst, revenue teams have access to pre-built templates, adaptive modeling tools, and predictive insights designed to supercharge planning. This platform lets organizations link compensation, forecasting, and planning workflows—facilitating better collaboration and smarter decision-making. If your team is looking for a solution that brings together incentive management, data-driven plans, and workflow flexibility, Catalyst is the answer.

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.

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.