Set and Reconcile Quotas

Set targets faster and more accurately to improve plan alignment across the org.

Book a Meeting

Trusted by industry leaders and innovators

Quota Policy Framework

Set Quotas with Policy Logic

Generate fair, consistent quotas by factoring in role, ramp, and rules

Build Role-Based Templates
Create quota frameworks that account for different roles, territories, and experience levels automatically
Factor in Ramp Periods
Adjust quotas based on hire dates and onboarding timelines to set realistic first-year expectations
Apply Business Rules
Use company-specific logic to distribute quotas fairly across teams and market segments

Quota Refinement

Refine with Real-World Data

Adjust quotas using performance trends and TAM-driven insights

Leverage Historical Performance
Use past attainment data to calibrate quotas that challenge without being unrealistic
Incorporate Market Intelligence
Factor in territory potential and total addressable market data for accurate target setting
Account for Seasonal Patterns
Build quotas that reflect business cycles and market fluctuations throughout the year

Quota Execution & Tracking

Close the Loop with Execution

Sync quotas to compensation plans and track attainment in real time

Connect to Compensation Plans
Automatically sync quota changes with incentive structures to maintain plan integrity
Monitor Attainment in Real Time
Track quota attainment as deals close to identify performance gaps early
Drive Accountability
Provide visibility into individual and team performance against established targets

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

Adam E.

Associate Director, Revenue Operations & Strategy,  Bloomreach

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 S.

Founder & Chief Revenue Operations Officer,  TheRevOps Collective



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.

Tour the Product