What stage is your incentive comp program? Take the assessment.
Trusted by industry leaders worldwide
Support for diverse roles and objective types

Flexible & scalable bonus plan building

Design bonus & MBO plans that grow with your business.

Flexible Goal-Setting That Evolves with Your Needs

Create, modify, and align objectives across all levels of your organization.

Fully Customizable Performance Measurement

Tailor goals to specific roles, departments, and individual contributor needs with configurable KPI tracking.

Agility to
Stay Ahead

Quickly adjust plans in real-time to reflect changing business strategies and market conditions.

Explore our new thought leadership hub for all things incentives and planning.

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Intelligent Workflows

Seamless goal scoring & approvals

CaptivateIQ Bonuses streamlines performance workflows with intelligent automation.

Flexible Goal-Setting That Evolves with Your Needs

Create, modify, and align objectives across all levels of your organization.

Fully Customizable Performance Measurement

Tailor goals to specific roles, departments, and individual contributor needs with configurable KPI tracking.

Agility to
Stay Ahead

Quickly adjust plans in real-time to reflect changing business strategies and market conditions.

Comprehensive Performance Insights

Transparency & performance

Give sellers transparency into performance.

Real-time Performance Tracking

Provide real-time visibility into individual and team progress against strategic objectives.

Equitable Performance Tracking

Ensure the team is measured & compensated consistently with clear transparency & approval flows.

Actionable Performance 
Intelligence

Generate insights that connect individual achievements to broader organizational goals.

Types of performance-based
bonus programs.

Revenue Performance

Set and track progress toward annual revenue targets with clear visibility across teams.

  • Cascade goals from leadership to sales teams
  • Link compensation directly to revenue achievement

New Logo Acquisition

Focus on bringing new customers into your business with strategic acquisition goals.


  • Track new customer acquisition against targets
  • Monitor pipeline creation for new business

Gross Margin Improvement

Focus teams on delivering not just revenue, but profitable revenue that improves business health.


  • Track margin percentages by product or service
  • Monitor cost inputs alongside revenue

Expansion & Upsell Improvement

Drive growth through existing customer accounts with strategic expansion objectives.


  • Set account-specific growth targets
  • Track product adoption and expansion

NPS Measurement

Make customer satisfaction measurable and actionable through NPS tracking.

  • Set target NPS scores by customer segment
  • Track progress and improvements over time

Time to Value

Accelerate the path to customer success with efficient onboarding processes.

  • Measure implementation and onboarding timeframes
  • Track milestone achievement during customer setup

MBOs are more than a performance management strategy—it's a philosophy of organizational potential

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Michael D.
Director of Revenue Operations
“Through its flexibility, transparency and automation, CaptivateIQ has become an essential partner in scaling revenue operations for our fast-growing sales organization.”
60x
faster at calculating monthly commissions
Read their story
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Brian D.
Director of Sales Finance
"The downstream effects were significant. We were spending so much time on administrative tasks that we couldn’t focus on the real business problems that we wanted to be solving."
60
hours saved per month
Read their story
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Alex W.
Senior Variable Compensation Analyst
“The additional time [from CaptivateIQ] frees up space for analysis … it means I can ensure that our commission plans are really designed to be aligned with our company goals.”
2 days
to roll out new plans
Read their story

One agile platform
from planning to payout

Talk to our sales performance experts to learn how you can makesales planning and compensation a strategic growth driver.