CaptivateIQ Launches Innovative Guided Plan Builder for Efficient Commission Management

CaptivateIQ Introduces Guided Plan Builder

CaptivateIQ is at the forefront of revolutionizing sales performance management solutions with its latest innovation, the Guided Plan Builder. Launched on June 3, 2025, this new feature aims to streamline the process of managing incentive compensation plans, effectively lowering costs while enhancing efficiency and flexibility.

Traditionally, organizations face a dilemma between using manual spreadsheets, which can be cumbersome and error-prone, and rigid platforms that limit adaptability. The Guided Plan Builder resolves this issue, enabling compensation teams to craft commission plans using a simple point-and-click interface without requiring technical knowledge or coding abilities.

Mark Schopmeyer, co-CEO of CaptivateIQ, remarked, "Comp teams have spent years stuck between spreadsheets that break and platforms that box them in. We didn’t want teams to have to compromise between ease and flexibility, so we built the Guided Plan Builder to deliver both intuitive plan building backed by a robust modeling engine."

Key Features of the Guided Plan Builder

1. Plan Credits Wizard: This feature allows users to quickly filter transactions to the appropriate payees and periods through guided steps, significantly speeding up the planning process.
2. Pre-Built Calculation Templates: Users can access customizable blueprints for common calculation components, such as flat, tiered, and conditional rates, facilitating faster plan and payout component creation.
3. Full Plan Customizability: The Guided Plan Builder supports advanced logic for complex plans, allowing for comprehensive and tailor-made commission structures.
4. Plan Visualizer: This graphical tool helps users understand how data flows through their plan structure, providing a clear visual representation of the commission plans being built.

The introduction of the Guided Plan Builder signifies an important step toward enhancing user experience in incentive compensation management. By combining powerful logic with accessible design, CaptivateIQ empowers compensation teams to navigate their planning process seamlessly. With this innovation, the age-old trade-off between simplicity and flexibility is a thing of the past.

CapctivateIQ is well-regarded for its advanced modeling capabilities, and this launch reinforces its commitment to providing tools that not only automate processes but also enhance strategic decision-making for revenue teams. Trusted by major players such as Affirm, Boston Scientific, and Gong, CaptivateIQ’s solutions are designed to adapt to ever-changing business landscapes, ensuring that teams meet their revenue targets effectively.

For those interested in exploring the new Guided Plan Builder or scheduling a personalized demo, further information is available on CaptivateIQ’s official website. It’s a pivotal moment for companies seeking to optimize their commissions and rethink their approach to return on incentives with CaptivateIQ’s innovative solutions.

As the complexity of the business environment continues to grow, CaptivateIQ stands out as a leader, providing tools that not only alleviate the pain points traditionally associated with commission management but also foster more strategic growth and efficiency.