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Connect the dots between
headcount, coverage, and quota.
CaptivateIQ Planning brings headcount, territory, and quota planning into one connected platform, giving revenue teams the clarity, flexibility, and control to adapt quickly, stay aligned, and drive better outcomes.
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Model headcount to goals.
Build and adjust headcount plans in real-time, to drive smarter resource allocation.
Build capacity plans
Model the right hiring & ramp strategy to meet your targets.
Optimize capacity plans
Simulate and identify the best path forward with AI-generated scenarios.
Monitor coverage
Continuously assess if you have the right people, in seat, at the right time.
Set & reconcile quotas
Set targets faster and more accurately to improve plan alignment across the org.
Set quotas with policy logic
Generate fair, consistent quotas by factoring in role, ramp, and rules.
Refine with real-world data
Adjust quotas using performance trends and TAM-driven insights.
Close the loop with execution
Sync quotas to compensation plans and track attainment in real time.
Design equitable territories
Optimize and balance territories in a fraction of the time and boost seller productivity.
Align teams around a single source
Keep teams aligned with real-time access to plans for reviews, comments, changes, and approvals, all from a centralized planning source.
Connect and prepare your data
Connect and prepare your data seamlessly from any internal or external source.
Build and refine territory plans
Design and optimize territory plans tailored to your business needs, and distribute accounts accordingly.
Your home for all things
sales performance management.
CIQ Planning: Connect the dots between headcount, coverage, and quota for smarter sales planning.
Bring data
from anywhere, in any format
CaptivateIQ is the only Sales Performance Management solution that can centralize and enrich data from disparate data sources in one powerful platform — a single source of truth that’s ready for analysis.
Frequently asked questions:
Sales Planning
CaptivateIQ supports sales planning by bringing territory carving, quota setting, and capacity modeling into one connected workspace. Planning teams use shared models where outputs from territory, quota, and headcount planning flow together and into Incentives, reducing manual handoffs and keeping plans aligned from strategy to payouts.
CaptivateIQ aligns sales planning with company goals by connecting top-down financial targets with bottom-up performance data. Planning teams model territories, quotas, and headcount using historical CRM data so sales plans reflect both leadership goals and real-world capacity.
CaptivateIQ Planning is built on a single modeling foundation that connects sales planning and incentives without stitched-together tools. Unlike legacy SPM platforms made up of acquired products, CaptivateIQ uses SmartGrid to keep data, logic, and workflows aligned across territory, quota, and compensation planning.
CaptivateIQ simplifies sales planning by connecting territory, quota, and capacity models in one shared workspace. Because each model feeds the next, teams avoid manual exports and reduce the back-and-forth between spreadsheets and disconnected tools.
CaptivateIQ Planning includes territory carving, quota modeling, and capacity planning in one connected system. Teams use these models to:
- Allocate accounts across reps using consistent logic
- Set quotas based on financial targets and historical performance
- Model ramp, seasonality, and coverage gaps before plans roll out
Unlocking Efficient Growth: Sales Planning with CaptivateIQ
In this webinar, we introduce CaptivateIQ Planning, our latest solution designed to streamline the territory and quota planning process. Leveraging our expertise in eliminating spreadsheets from commissions management, CaptivateIQ Planning offers a powerful, integrated solution that brings efficiency and precision to your sales operations.
Simplify sales planning
with CaptivateIQ
Talk to our in-house experts to learn how you level up your Sales Planning process with CaptivateIQ.