Your Program Data, Instantly Accessible
Managing rebate and spiff programs generates enormous amounts of data — claims, payments, dealer activity, program performance, seasonal trends. Until now, getting answers from that data meant exporting spreadsheets, writing custom reports, or waiting for someone technical to pull the numbers you need.
IncentitIQ changes that. It's a new analytics layer built directly into the Incentit platform that lets program managers explore their data conversationally, build reports visually, and surface insights that would otherwise stay buried in rows and columns.
Ask Questions in Plain English
The AI Chat feature lets you type questions the way you'd ask a colleague:
- "How many claims were submitted last month by status?"
- "Show me top 10 dealers by payout amount this quarter"
- "What's the average processing time for approved claims?"
- "Compare program performance year over year"
IncentitIQ translates your question into a database query, executes it against your live program data, and returns the results in a formatted table — often with a suggested chart visualization. No SQL knowledge required. No waiting for a developer.
Report Builder: Custom Reports Without Code
For recurring analysis, the Report Builder lets you construct reports visually:
- Drag-and-drop columns from your program data views (incentives, accounts, people, devices, opportunities)
- Apply filters — date ranges, statuses, account types, programs
- Cross-view joins — combine incentive data with account details or people records in a single report
- Save and share — reports are saved for quick re-runs and can be shared across your team
- Export — download results as CSV or Excel for further analysis
Charts and Crosstabs
Numbers tell one story; visuals tell another. IncentitIQ includes:
- Chart Builder — create bar, line, pie, and scatter charts from any data view. Save them for dashboards or embed in reports.
- Crosstab Builder — pivot your data to compare dimensions (e.g., program performance by region, monthly claim volumes by status). Ideal for spotting patterns.
Real-Time Materialized Data
IncentitIQ doesn't query your live transactional database directly. Instead, it uses materialized views — optimized snapshots of your data that refresh automatically. This means:
- Reports run fast, even over millions of records
- Your production system isn't impacted by heavy analytics queries
- Data is enriched with internal ID join keys for accurate cross-view relationships
Built for Program Managers, Not Data Engineers
IncentitIQ is designed for the people who run programs day-to-day:
- No training required — if you can type a question, you can use AI Chat
- Role-based access — users only see data their permissions allow
- Launches from your back-office — one click from the Incentit admin dashboard opens IQ with your context already loaded
- Query history — revisit past questions and results without re-typing
What's Next
IncentitIQ is actively evolving. Coming soon:
- Scheduled report delivery via email
- Dashboard widgets for at-a-glance KPIs
- Anomaly detection — automatic alerts when metrics deviate from normal
- Natural language report building ("Build me a monthly summary of claims by program")
Get Started
IncentitIQ is available to all Incentit platform customers. If you're already using Incentit for rebate or spiff management, IQ is accessible from your admin dashboard — look for the analytics icon in the navigation.
Questions? Contact us to schedule a walkthrough or enable IQ for your organization.