I like the email updates at the end of each month that tells me how much commission I've earned. Then I can link to the platform to get the details. I also like the access I have to my historical earnings Review collected by and hosted on G2.com.

Would love to see AI-driven commission predictions and end of quarter payout predictions. Review collected by and hosted on G2.com.

Visibility into my commission with integration into our CRM. CaptivateIQ makes the often frustrating process of commission tracking clear, fast, and empowering. For any sales org scaling fast or looking to keep their reps motivated and informed, it's a must-have. Review collected by and hosted on G2.com.

If your employer changes compensation structures quarterly, the dashboard often does not reflect the quota attainment accurately. The HR team must update how our compensation is reflected on the dashboard for CaptivateIQ to accurately reflect it. Review collected by and hosted on G2.com.

It's just a good way to see the data and the expected commissions for the pay cycle, helping me budget correctly and have clarity over it. Review collected by and hosted on G2.com.

Still I don't think the UX is the forte of the application, the flow could be better. Review collected by and hosted on G2.com.

I like the quick snapshot of my monthly commission payout it provides when I log in, and it is also easy to navigate and find what I am looking for. I also like being able to preview the next statement. Review collected by and hosted on G2.com.

I think one thing that would be great to see is tax deductions built in to my commission, so I can get a more realistic view of what I will be taking home. Sure, I could do the math myself...but would it also be possible to link to my ADP or something else so the data passes back and forth for one holistic view? Review collected by and hosted on G2.com.

Previously have had to keep track of all my sold dollars in Excel just to ensure accuracy. With Captivate, it flows directly from our CRM so I don't have to do my manual tracking Review collected by and hosted on G2.com.

Continued improvement in layout and breakdowns/reports Review collected by and hosted on G2.com.

I use CaptivateIQ to streamline our commission process by bringing in raw data from Salesforce and transforming it. It's so much easier and more manageable to build out plans. I like that CaptivateIQ has a Component function that allows me to transform our data. The data connectors are very helpful at pulling Salesforce data, and we also use NetSuite data, which is also pulled from CaptivateIQ. Having all my data in one place is great. The Component function really helps with transforming data from the data workbook, as I can test out calculations for each individual rep before adding components into the Commission Plans. It's a very helpful feature. Review collected by and hosted on G2.com.

Right now, I feel like CaptivateIQ is lacking in the reporting feature. It's not as intuitive to build out reporting. Additionally, the What-if functions seem to be a bit complicated. The reporting feature requires processing payouts before we can put the reports together, and it would be helpful if it could pull from the Components instead. Review collected by and hosted on G2.com.

I use CaptivateIQ for calculating commissions and I really appreciate its data accuracy and efficiency. I find it easy to understand and use, especially because constructing plans and inputting data is very similar to how you would in Excel. The UI is clean and modern, and it’s simple to navigate which makes my work seamless. Commission calculations work well, providing flexibility when setting up commission plans, especially with ongoing changes to plans throughout the year. It allows us to work with these changes with little resistance. Review collected by and hosted on G2.com.

I don't like the current plan document sending setup. It's linked to DocuSign, and the information between DocuSign and CaptivateIQ isn't always accurate, creating an auditing nightmare. It would be nice if there were innate plan document functionality within CaptivateIQ. Review collected by and hosted on G2.com.

The most helpful thing about CaptivateIQ is that it's somewhat automated for standard compensation plans. It's also nice to have a locked-in record of what commission you paid. The implementation has been great and very thorough. We have an external implementation company. Review collected by and hosted on G2.com.

The platform itself is very clunky and very confusing. The interface is not intuitive. I've been using it for six months and still don't have a natural instinct for where to go to do things. If you want to make a change, often times you have to make the same change in multiple places. Getting a compensation plan set up is super difficult. Every single formula has to be 100% precise in order for commission to be processed with 100% accuracy. My implementation consultant (who has done this 100s of times) built a plan and then months later we discovered a bug resulting in over payment by 1000's of dollars. Review collected by and hosted on G2.com.

The newer workbooks and explains the terminology better. Review collected by and hosted on G2.com.

It’s still needs fine tuned which is going to be an ongoing process it’s not perfect, but very good. Review collected by and hosted on G2.com.

I can view my commissions in real time, so as soon as a month or quarter ends, I already know exactly how much I’ve earned. That level of transparency is really reassuring. What I appreciate most is that I only need to log in—there’s no extra effort on my part to check my compensation. :-)

On top of that, their customer support is excellent, and I rely on it daily. The integration was completed a few years ago at the very beginning, and since then I haven’t run into any issues. Review collected by and hosted on G2.com.

So far, I haven’t come across anything I dislike. Review collected by and hosted on G2.com.