Captivate IQ, from the user perspective, is my ideal sales/commission experience. It provides me with all of the data that I need to see how commissions are calculated, how much progress I'm making towards my goals, and level sets expectations. It really takes the guesswork out of the workflow. Review collected by and hosted on G2.com.

I think it can improve upon realtime commission information when there is a change over in commission periods. There's often a "deadzone" of data in the first week after a commission period ends and a new one begins, and I would like to see more data available during those periods, either by letting us load the new period immediately, or by showing the user a preview. Review collected by and hosted on G2.com.

One of the new things I like about CaptivateIQ is the real-time visibility into earnings. Being able to access and track pay at any time during the month creates transparency and helps me stay informed and plan ahead. Review collected by and hosted on G2.com.

Overall, my experience with CaptivateIQ has been positive. One area for improvement would be ensuring data is refreshed as quickly and accurately as possible, as there are occasional discrepancies, though they are rare. Review collected by and hosted on G2.com.

CaptivateIQ provides the most streamlined experience for tracking individual commission components. The standout for me is the interactive estimator, which lets me run 'what-if' models on pending deals to accurately forecast my earnings and quota attainment ahead of the close. Review collected by and hosted on G2.com.

The AE experience would benefit from a more modular dashboard. While the current layout is functional, it feels a bit 'one-size-fits-all.' I’d love the ability to customize my view by pinning specific territory metrics or historical data that are most relevant to my personal sales targets. Review collected by and hosted on G2.com.

CaptivateIQ makes it easy to understand my commission earnings and see how each payment was calculated. The interface is organized, the reporting is clear, and I can quickly find the information I need without relying on spreadsheets or asking someone for clarification. Review collected by and hosted on G2.com.

Dark mode could be more consistent across the platform. It would also be helpful to have clearer notifications when commission data is updated or when an adjustment is made. Review collected by and hosted on G2.com.

The platform has a very user-friendly interface and makes it easy to quickly access payout information.

I appreciate that it takes me directly to my commissions without unnecessary navigation.

The option to export statements as PDF or Excel files is a helpful feature as well. Review collected by and hosted on G2.com.

The platform works well overall, but a modernized UI refresh could enhance the user experience, as some parts of the interface are starting to feel a bit dated.

Maybe some AI to cleanup the data would be nice. Review collected by and hosted on G2.com.

I like that CaptivateIQ is easy and simple to see and understand. It gives me more clarity regarding the exact amount and charges, and what I will receive. CaptivateIQ helps me understand if there's anything wrong so I can clearly communicate any issues with the commissions to my leadership. Previously, I was in the dark regarding what I'd receive, but now I have a clear understanding. The initial setup was really easy because I just had to log in; most of the setup was already done, making it really simple with no issues. Review collected by and hosted on G2.com.

It's subtle, but sometimes when the month is finished and I click on it, the screen shows an animation like a congratulations. That animation can make my screen load in a slow mode. But it's really subtle. Review collected by and hosted on G2.com.

The best features are the quick access and home screens, which show the core numbers at a glance without having to dig around. The more streamlined it is, the better—if I want to know more, I can always dive in and look deeper. Review collected by and hosted on G2.com.

At times, the information feels like it’s presented in a somewhat complicated way, which can make it harder to follow. However the more time you spend working through the numbers the easier the deep dives become. Review collected by and hosted on G2.com.

Pretty straightforward tool to track incentive payments Review collected by and hosted on G2.com.

I'd like to see a bdr calculator or something each company could personalize so reps could figure out how to maximize each deal Review collected by and hosted on G2.com.

I use CaptivateIQ for plan management, commissions processing, and dashboard reporting. I appreciate how it provides visibility to the rep into live attainment and sales pacing. It also enables reps to simulate scenarios using the 'what if' calculators. As an admin, it helps in managing plan distribution and signing. I like the Excel-like environment, which makes it easier for a new hire to onboard. Additionally, I like the dashboard capabilities and report modeling. The 'what if' calculator is a bonus. Review collected by and hosted on G2.com.

Integrating with Salesforce pipeline to do some forecast on commissions Review collected by and hosted on G2.com.

CaptivateIQ makes it relatively easy to put together commission plans and statements. I am not very techy but am able to operate formulas and worksheets to calculate commissions correctly.

The Knowledge center within CaptivateIQ is very helpful when trying to resolve new challenges.

I have been very happy with the help I had required when submitting a support ticket. The people on the other side have been very helpful. They put the effort to understand what is the need and do their best to help with great suggestions. Review collected by and hosted on G2.com.

There is clumsiness in the delivery of statements. Each annual plan has its own statement, making it difficult for the consumers (business development) to evaluate what they have been paid for, and what to expect in the near future. It would be great to be able to produce one statement across all plans, i.e. one statement for 2024, 2025 and 2026 plan years.

The other difficulty we have is understanding True Ups. CaptivateIQ calculates them correctly but they are not obvious to the consumer. Review collected by and hosted on G2.com.