Connect the dots between headcount, coverage, and quota.

CaptivateIQ Planning brings headcount, territory, and quota planning into one connected platform, giving revenue teams the clarity, flexibility, and control to adapt quickly, stay aligned, and drive better outcomes.

Model headcount to goals.

Build and adjust headcount plans in real-time, to drive smarter resource allocation.

Build capacity plans

Model the right hiring & ramp strategy to meet your targets.

Optimize capacity plans

Simulate and identify the best path forward with AI-generated scenarios.

Monitor coverage

Continuously assess if you have the right people, in seat, at the right time.

Set & reconcile quotas

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

Set quotas with policy logic

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

Refine with real-world data

Adjust quotas using performance trends and TAM-driven insights.

Close the loop with execution

Sync quotas to compensation plans and track attainment in real time.

Design equitable territories

Optimize and balance territories in a fraction of the time and boost seller productivity.

Align teams around a single source

Keep teams aligned with real-time access to plans for reviews, comments, changes, and approvals, all from a centralized planning source.

Connect and prepare your data

Connect and prepare your data seamlessly from any internal or external source.

Build and refine territory plans

Design and optimize territory plans tailored to your business needs, and distribute accounts accordingly.