Smarter incentives start here: Explore the 2025 Sales Compensation Benchmarks. Download now.
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Support for diverse roles and objective types

Flexible & scalable bonus plan building

Design bonus & MBO plans that grow with your business.

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    Flexible Goal-Setting That Evolves with Your Needs
    Create, modify, and align objectives across all levels of your organization.
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    Fully Customizable Performance Measurement 
    Tailor goals to specific roles, departments, and individual contributor needs with configurable KPI tracking.
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    Agility to Stay Ahead
    Quickly adjust plans in real-time to reflect changing business strategies and market conditions.
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Intelligent Workflows

Seamless goal scoring & approvals

CaptivateIQ Bonuses streamlines performance workflows with intelligent automation.

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    Streamlined Employee Scoring
    Allow for seamless data input with manual entry from employees.
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    Automated Approval Workflows
    Create custom approval chains that simplify review processes and maintain clear accountability.
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    Real-Time Collaboration Tools
    Enable continuous feedback, goal tracking, and communication between managers and team members.
Comprehensive Performance Insights

Transparency & performance

Give sellers transparency into performance.

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    Real-time Performance Tracking
    Provide real-time visibility into individual and team progress against strategic objectives.
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    Equitable Performance Tracking
    Ensure the team is measured & compensated consistently with clear transparency & approval flows.  
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    Actionable Performance Intelligence
    Generate insights that connect individual achievements to broader organizational goals.

Types of performance-based bonus programs

Revenue Performance

Set and track progress toward annual revenue targets with clear visibility across teams.

  • Cascade goals from leadership to sales teams
  • Link compensation directly to revenue achievement
New Logo Acquisition

Focus on bringing new customers into your business with strategic acquisition goals.

  • Track new customer acquisition against targets
  • Monitor pipeline creation for new business
Gross Margin Improvement

Focus teams on delivering not just revenue, but profitable revenue that improves business health.

  • Track margin percentages by product or service
  • Monitor cost inputs alongside revenue
Expansion & Upsell Improvement

Drive growth through existing customer accounts with strategic expansion objectives.

  • Set account-specific growth targets
  • Track product adoption and expansion
NPS Measurement

Make customer satisfaction measurable and actionable through NPS tracking.

  • Set target NPS scores by customer segment
  • Track progress and improvements over time
Time to Value

Accelerate the path to customer success with efficient onboarding processes.

  • Measure implementation and onboarding timeframes
  • Track milestone achievement during customer setup

MBOs are more than a performance management strategy—it's a philosophy of organizational potential

"Through its flexibility, transparency and automation, CaptivateIQ has become an essential partner in scaling revenue operations for our fast-growing sales organization."
Michael D.
Director of Revenue Operations
See the Case Study
"Now that [our advisor team] understands the risk/reward balance in their plans, they’re more effective in incentivizing productivity, since they have access to data they didn’t have before."
Marcello H.
Head of Finance
See the Case Study
Our sales planning process used to be bogged down by a massive, unwieldy spreadsheet, leading to inconsistencies and inefficiencies. With CaptivateIQ Planning, we've transformed how we manage territories and quotas—streamlining the entire process, optimizing our plans, and aligning our incentives for better results across the board.
Adam E.
Associate Director, Revenue Operations & Strategy

Drive organizational performance with CaptivateIQ Bonuses

Drive desired behaviors with performance-based bonus programs and MBOs within CaptivateIQ.