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Research Report
AI in Sales Planning and Incentives
Last updated 
March 23, 2026
AI in Sales Planning and Incentives
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AI adoption across sales and compensation teams is accelerating. But most organizations are still using it for speed — not strategy.

  • 81% of sales professionals report using AI in at least some part of their work. 
  • Adoption among compensation teams increased 16% year over year
  • AI is most commonly used for tasks like research, content generation, call summaries, and administrative work.
  • Only 28% of sales teams use AI for forecasting and pipeline analysis — the decisions that most directly influence revenue performance.

In our new report, AI in Sales Planning and Incentives CaptivateIQ compiled research from over 700 sales and revenue professionals to discover where AI is delivering value today, why adoption slows when stakes rise, and what must change for AI to power the next generation of revenue planning and incentive compensation.

Download the full report to learn how revenue teams are moving beyond workflow AI and embedding intelligence directly into revenue strategy.

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