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Drive predictable
revenue.
Balance sales and financial goals to boost revenue while keeping spending under control.
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Why CaptivateIQ for Finance?
CaptivateIQ connects sales planning and compensation to give you the control, visibility, and compliance you need to drive profitable growth.
Align sales strategy with financial reality
Bridge the gap between sales and finance with a single source of truth for planning, compensation, and performance data. Build shared goals and eliminate the disconnect between revenue targets and spending plans.
Adapt quickly to market changes
Change territories, targets, and compensation plans easily to fit market conditions. Get the flexibility of spreadsheets with the reliability and control of enterprise software.
Make data-driven investment decisions
Track return on sales investments with real-time data and predictive modeling. Optimize spending to keep costs in line while driving the behaviors that generate profitable revenue.
Why leading finance professionals prefer
CaptivateIQ.
Align headcount investments with revenue goals
- Model sales capacity and hiring plans to understand the true cost of growth.
- Connect headcount planning directly to revenue targets and compensation budgets.
- Test different scenarios to find the right balance between investment and returns.
- Align sales leadership on realistic targets that drive profitable growth.
Keep compensation costs predictable and profitable
- Automate commission calculations to eliminate costly errors and overpayments.
- Track compensation cost of sales in real-time to maintain margin targets.
- Design incentive structures that reward profitable behaviors and customer segments.
- Scale compensation programs without adding finance headcount or administrative burden.
Meet audit requirements with built-in controls
- Support ASC 606 reporting with automated commission calculations and accruals.
- Maintain SOC 2 and SOX compliance with audit trails and approval workflows.
- Implement proper segregation of duties and approval processes for compensation changes.
- Generate reports that satisfy internal and external audit requirements.
Model costs and revenue scenarios with confidence
- Predict total compensation costs based on sales performance trends and hiring plans.
- Forecast revenue impact of different territory and quota scenarios before committing resources.
- Model the financial outcomes of strategic changes like new product launches or market expansion.
- Connect planning assumptions to financial projections for more accurate budgets and board reporting.
Hear from customers
modernizing their commissions program.
94% CSAT from over 2,500 reviews on G2
A Leader in “The Forrester Wave™: Sales Performance Management Solutions For Incentive Compensation, Q1 2025"
Top Rated in Sales Incentive Compensation Management
Awarded the Customers’ Choice distinction
One agile platform
from planning to payout.
Talk to our sales performance experts to learn how you can make
sales planning and compensation a strategic growth driver.
