Less Time on Tactical, More on Strategic with Quotient - CaptivateIQ's Redesigned Admin Experience
Discover how CaptivateIQ’s new Quotient Admin Experience makes managing incentive compensation simpler, faster, and more intuitive than ever.
Compensation professionals often find themselves too bogged down with manual work to drive strategic impact. In fact, according to our recent State of ICM Report, only 25% of compensation professionals feel they strike the right balance between tactical and strategic tasks, leaving much room for improvement in terms of optimizing compensation strategy.
While CaptivateIQ has long supported comp teams in this shift with our no-code and ultimately flexible experience, we’re taking the next step in easing the burden of commissions management for compensation professionals.
Introducing the Quotient Admin Experience
As part of an ongoing investment in our Admin Experience, CaptivateIQ is introducing Quotient - our redesigned admin experience to transform commissions management—faster, easier, and more scalable than ever before.
Quotient is designed to help compensation professionals move from tactical tasks to a more strategic approach, where your time and focus are freed up for higher-level decision-making and optimization.
Why Quotient?
The word Quotient refers to a degree of a specified quality, reflecting the thoughtfulness and rigor applied to our platform in solving commission-related challenges. It also represents the "Q" in IQ. While the intelligence layer (the "I") powers the mathematical calculations and processing, Quotient (the "Q") focuses on how admins interact with the platform and get the most out of CaptivateIQ.
Quotient is purpose-built to streamline the most common and time-consuming workflows faced by compensation teams. From plan management to payroll processing to user management, Quotient provides a unified view of your commission system, helping you save time, reduce manual errors, and increase efficiency.
Quotient admin experience roadmap
What we're delivering now:
While CaptivateIQ will be delivering a series of Admin Experience updates associated with Quotient over the coming months, our first series of updates are all about helping admins work smarter, not harder. These updates encompass the day-to-day management of commissions, helping to free up focus for more strategic work.
Plan management
CaptivateIQ’s Commission Plan Management tools simplify the deployment and tracking of compensation plans, ensuring smoother execution and real-time monitoring of performance.
- Plan Overviews: Access consolidated views of commission plans to gain deeper insights and simplify ongoing plan management.
The new information in the Plan Overviews is very helpful. The recent changes section highlights what, if anything, has been changed in the programming recently, keeping us informed and on top of our plans.
— Dan Johnson, Senior Sales Compensation Manager, Fullstory
Payroll processing
CaptivateIQ’s Payroll Processing tools enable a more efficient, synchronized payroll process, ensuring tasks are completed on time and in alignment with deadlines.
- Payroll Groups: Create payroll groups that allow for bulk editing and processing to accelerate time-to-payroll.
- Improved Processing Management: A next-level approach to payroll task management that allows you to process exact people and track status across payroll processes, ensuring synchronization with deadlines and reducing delays.
- Payout Error Handling: Instant feedback and direct navigation to source errors helps admins quickly identify and resolve payroll errors, saving time and improving accuracy.
- Advanced Payout Filters: Advanced filtering capabilities that allow for efficient data reviews and quality checks, ensuring your data stays accurate and up-to-date.
With the Payout Processing features in the new Quotient experience, we've streamlined what would otherwise be manual work to identify and group payroll based on different payout deadlines, creating efficiency in our submission process and reducing time-to-payroll.
— Dan Johnson, Senior Sales Compensation Manager, Fullstory
User management
CaptivateIQ’s User Management tools empower compensation teams to manage user roles and data efficiently.
- User Profiles: Get a centralized view of user roles, permissions, and assignments, ensuring correct access control and faster issue resolution.
- Bulk User Management: Manage large volumes of user data quickly with filtering and bulk-editing capabilities, enhancing overall operational efficiency.
What we're delivering in the future:
For Quotient, this is just the beginning. CaptivateIQ will be delivering a number of new investments under the Quotient umbrella over the coming months. The enhancements will be focused on a variety of areas including hassle-free data management, improvements to plan building, and more.
- Unified Design System: Further deployment of our new design system across the product will create a more cohesive and intuitive experience. This upgrade will bring a refreshed look and feel, plus tighter, more connected end-to-end flows.
- CaptivateIQ Dashboard: A streamlined, user-friendly sales compensation dashboard will offer instant insights into key metrics and open tasks, improving visibility and productivity.
- Refreshed Plan Builder: A smoother and more intuitive approach to plan building, including a guided flow that simplifies setup without sacrificing flexibility, and an improved worksheets experience that focuses on data comprehension. These updates will give admins more control over their plans, enabling them to resolve issues faster and dive into details without hitting roadblocks.
The result? Commission process efficiency gains
While CaptivateIQ customers have already seen an average reduction of 31% in Time-to-Payroll (based on a 2024 customer survey) from their previous solutions, Quotient takes this efficiency even further.. With Quotient, CaptivateIQ customers get:
- Faster payroll — Submit accruals on Day 1 after month-end close.
- Simplified plan creation — Intuitive overviews and better organization.
- Enhanced user management — Bulk updates and precise role control.
CaptivateIQ customers are already reaping the benefits today, shifting from tactical to strategic:
The new Quotient admin experience has really helped us in our goals to move commissions from a reactive to proactive state. We are now processing commissions and submitting our accrual on business day 1 after the month end closes. It has tightened up our end-to-end commissions process from plan creation to user management. This makes things faster and simpler so we can move more focus from spreadsheets and calculations to driving strategy.
— Athena Andrew, Principal Sales Compensation Manager, Expel
Ready to try Quotient for yourself?
For customers
To get access to our new Quotient experience, simply login to CaptivateIQ and toggle on the new experience using the banner at the top of the page. Read more about it here.
For non-customers
Book a call with CaptivateIQ to learn more about how Quotient can streamline commissions management and take your compensation strategy to the next level.
Move from tactical to strategic with CaptivateIQ's Quotient
Work easier, faster, and smarter with Quotient. By automating routine tasks, providing real-time insights, and giving you control over your workflows, Quotient frees up compensation professionals to focus on strategic decision-making that drives success.
Ready to make the shift from tactical to strategic? CaptivateIQ’s Quotient makes it possible.