If you know how to use a spreadsheet, you will be familiar with CaptivateIQ from day one. We mirrored the syntax and taxonomy of spreadsheets so you can manage commission plans without ever needing to hire costly consultants.
Our logic based modeling platform lets you set up any commission plan without the constraints of pre-defined templates. Import your employee data, set up your plan logic, and automate calculations on the fly.
Upload or connect your employee information and reduce data entry.
Define team hierarchies and reporting structures.
Connect sales pipeline and deal data in real-time to keep calculations up to date.
Set up quotas and targets so everybody knows how they’re measured.
Customize plan mechanics — SPIFs, accelerators, clawbacks, and anything else.
Clone plans and make necessary updates to quickly roll out new plans.
Our powerful data ingestion layer lets commission admins massage their data into a commission-ready state directly on our platform to save hours cleaning files ahead of time. With a library of pre-built formulas and tool tips, anybody can set up calculations with speed and confidence.
Choose from a library of Excel-like formulas including custom ones designed for commissions.
Quickly troubleshoot formulas with our built-in formula guide to reduce miscalculations.
Work off columns instead of rows to save time and errors referencing other data tables.
Connect multiple data worksheets to create unified data sets for more robust calculations.
Transform your data in any way without altering the raw source data.
Reduce legal risks by capturing every formula creation or change in our audit log.
Run and see your commission plan calculations across any rep, plan, and pay period in real-time. Don’t wait until you finish building your plan to see the results. Our calculation engine runs dynamically so you can catch any potential errors on the fly.
Apply filters to see specific payouts for any employee, commission plan or payout period.
Timestamp the start and end of any commission for any individual to account for promotions or team changes.
Choose from over 75 global currencies to work with any region or market.
Provide your teams with real-time visibility into their commission earnings to keep them on track.
Run custom calculations using our formula library to track attainment, earnings, and any other metric.
Design rep statements using any data points from your commission plan to keep everyone aligned.