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Territory and quota planning · October 2026 Edition

CaptivateIQ Planning vs Xactly

Seven of fourteen models named CaptivateIQ Planning first on the direct prompt; one named Xactly. CaptivateIQ Planning was named by twelve of the fourteen models and Xactly by thirteen and CaptivateIQ Planning carries 41 labels and Xactly 32, so the shares are not directly comparable.

CaptivateIQ Planning

endorsed leader

Named in one category this edition.

Xactly

criticized challenger

By Xactly Corporation, San Jose, United States, founded 2005. Named in one category this edition.

First-choice share36%4%Of first choices across the direct, paraphrase, budget and scale prompts, 0 to 100.
Negative rate7%41%Negative labels as a share of the product's labels, 0 to 100.
Rank in category#1#6A position in a field of 11; printed, not drawn.
Labels4132A count; the two differ.
The two percentage rows are drawn on one 0 to 100 track, CaptivateIQ Planning reading right to left. Rank and label count are printed, not drawn.CaptivateIQ Planning vs Everstage · CaptivateIQ Planning vs Maptive · CaptivateIQ Planning vs Fullcast

Share is the count of first choices across the direct, paraphrase, budget and scale prompts over all fourteen models, for a mid-market B2B company; rank is within the category; every quote names the model and the prompt it came from. Both figures come from the territory and quota planning page.

By framing

How many of the fourteen models made each the first choice, per way of asking, and how many argued against it.
CaptivateIQ PlanningFirst choices, of fourteen modelsXactly
Direct712 against Xactly
Paraphrase1012 against Xactly
Comparative001 against Xactly
Budget-constrained002 against CaptivateIQ Planning · 3 against Xactly
Scale-constrained20
Negative001 against CaptivateIQ Planning · 5 against Xactly
Bars are first choices, 0 to 14 each sideModels that argued againstA model can name both, so the two sides of a row do not sum to fourteen.

Across every category in the October 2026 Edition, CaptivateIQ Planning and Xactly were named in the same answer thirty-seven times, of the 114 answers naming CaptivateIQ Planning and the 89 naming Xactly. In those answers Xactly took the first choice one time and CaptivateIQ Planning eleven.

Every model, every framing

The eighty-four answers behind the chart above, one cell each: where CaptivateIQ Planning and Xactly stood in it.
ModelDirectParaphraseComparativeBudget-constrainedScale-constrainedNegative
Claude Haiku 4.5
GPT-5.4 mini
Gemini 3.5 Flash
Perplexity Sonar
Grok 4.1 Fast
Mistral Small
DeepSeek V4 Flash
Llama 4 Maverick
Qwen 3.7 Flash
Kimi K2
GLM 4.7 FlashX
MiniMax M2.5
GPT-6 Luna
Muse Glimmer 30B
CaptivateIQ Planning Xactly first choice named as an alternative argued againstblank: not namedEach cell is one answer, CaptivateIQ Planning on the left and Xactly on the right.

The direct prompt

The plain question, one answer per model, grouped by where CaptivateIQ Planning and Xactly stood in it.

CaptivateIQ Planning first, Xactly not the choice

7 of 14 modelsXactly was named in the answer but not as the choice, or not at all.
Claude Haiku 4.5CaptivateIQ Planning alternatives: BitScale, Fullcast, Salesforce Sales Planning, eSpatial
Perplexity SonarCaptivateIQ Planning alternatives: Fullcast, Pigment
Grok 4.1 FastCaptivateIQ Planning alternatives: Anaplan Territory & Quota Planning, Outreach, SAP Territory and Quota, Salesforce Maps, eSpatial
DeepSeek V4 FlashCaptivateIQ Planning alternatives: Fullcast, Vena
Kimi K2CaptivateIQ Planning alternatives: Varicent Territory and Quota Planning, eSpatial
GLM 4.7 FlashXCaptivateIQ Planning alternatives: Everstage, Fullcast, QuotaPath
Muse Glimmer 30BCaptivateIQ Planning alternatives: Revcast, Vena

Xactly first, CaptivateIQ Planning not the choice

1 of 14 modelsCaptivateIQ Planning was named in the answer but not as the choice, or not at all.
GPT-5.4 miniXactly alternatives: Anaplan Territory & Quota Planning, Fullcast

Neither was the first choice, one was named

3 of 14 modelsThe answer put something else first and named one of the two as an alternative.
Gemini 3.5 FlashFullcast alternatives: CaptivateIQ Planning, Lative, QuotaPath, Xactly AlignStar
Llama 4 MaverickZoomInfo's Planning product alternatives: CaptivateIQ Planning, Guideflow, Prospeo
GPT-6 LunaFullcast Plan alternatives: Salesforce Sales Planning / Territory Planning, Xactly

Neither was named

3 of 14 modelsThe answer made no first choice from these two in this category.
Mistral SmallPigment alternatives: Anaplan Territory & Quota Planning, Aviso
Qwen 3.7 FlashRepertoire AI alternatives: Clari Copilot
MiniMax M2.5no first choice

Bold names in an answer are the products the judge labeled a first choice; a model naming several gives each of them that label. The full answer text for every row is in the record.

By buyer segment

The same question asked on behalf of a different buyer. Each standing is computed within its segment and they are never added together. The figures above are the mid-market standing, which is the one the category orders by.
Small business
CaptivateIQ Planning leads by twelve points.
CaptivateIQ Planning14%#2 of 15
Xactly2%#9 of 15
The full small business standing →
Mid-marketThe figures above
CaptivateIQ Planning leads by thirty-two points.
CaptivateIQ Planning36%#1 of 11
Xactly4%#6 of 11
The full mid-market standing →
Enterprise
Level: the same share of first choices.
CaptivateIQ Planning5%#3 of 9
Xactly5%#4 of 9
The full enterprise standing →

What the models said about CaptivateIQ Planning

Every negative label with a quote, up to three, then the highest-weighted positives, up to three. Six of seven in this category shown.

“is the best functional fit, but it is quote-based/custom pricing, so it is less budget-friendly” Perplexity Sonar · budget prompt · soft negative
“not very user-friendly or low code, and it is also very limited software compared to competitors” Claude Haiku 4.5 · negative prompt · soft negative
“Cons: May be pricier for very small companies” MiniMax M2.5 · budget prompt · soft negative
“CaptivateIQ - A sales performance management platform that covers incentive compensation and sales planning in one system, suitable for mid-market and enterprise revenue teams.” Llama 4 Maverick · paraphrase prompt · first choice
“CaptivateIQ is best for mid-market and enterprise teams running commissions, territories, quotas, and headcount planning together.” Claude Haiku 4.5 · direct prompt · first choice
“CaptivateIQ: Best for mid-market teams connecting territory carving to quotas and incentive compensation in one system.” Llama 4 Maverick · scale prompt · first choice

What the models said about Xactly

Every negative label with a quote, up to three, then the highest-weighted positives, up to three. Six of eight in this category shown.

“Avoid: Traditional enterprise platforms like Xactly ... they're overkill and overpriced for most mid-market needs.” Muse Glimmer 30B · negative prompt · hard negative
“Avoid going straight to enterprise suites like Xactly unless you need advanced modeling and have the budget” GPT-5.4 mini · budget prompt · hard negative
“considered overkill and overpriced for most mid-market companies” Mistral Small · negative prompt · hard negative
“If you're a mid-sized B2B company and want the safest "default" choice, start with Xactly.” GPT-5.4 mini · paraphrase prompt · first choice
“the best overall choice is usually Xactly” GPT-5.4 mini · direct prompt · first choice
“Xactly if by "SPM" you mean a broader suite for territory and quota planning, commissions, and forecasting” GPT-6 Luna · paraphrase prompt · alternative
Also compared

Comparisons are drawn for the top eight products in each category, each against each. The output is the models' output; nothing here is a recommendation by the index.