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.

Trusted by INDUSTRY LEADERS WORLDWIDE

As a long-time CaptivateIQ Incentives customer, I've seen how they bridge the gaps of spreadsheets & legacy software for commissions, and am so excited to see them bring this same innovation and simplicity to sales planning.

Rosalyn Santa E.

Founder & Chief Revenue Operations Officer, TheRevOps Collective

sales capacity planning

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.

quota setting

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.

Territory & Account Carving

Design equitable territories

Optimize and balance territories in a fraction of the time and boost seller productivity.

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.
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.

Our sales planning process used to be bogged down by a massive, unwieldy spreadsheet, leading to inconsistencies and inefficiencies. With CaptivateIQ Planning, we've streamlined the entire process - optimizing our plans, and aligning our incentives for better results across the board.