What is Forma.ai?
Forma.ai is a game-changing sales performance management (SPM) platform powered by AI. It simplifies sales compensation planning, territory management, and incentive tracking—all in one place. Say goodbye to spreadsheets and hello to smarter, faster sales ops.
What are the features of Forma.ai?
- AI-Powered Comp Design: Just describe your plan, and Forma.ai builds it—no manual configuration needed.
- Real-Time Modeling: Test how quota changes or new incentives impact revenue before rolling them out.
- End-to-End Automation: From calculations to payouts, everything runs smoothly without manual work.
- Seamless Integrations: Pull data from any source (CRM, HRIS, etc.) to keep everything accurate.
- Transparent Dashboards: Reps and managers see real-time performance metrics and earnings.
What are the use cases of Forma.ai?
- Incentive Compensation: Design fair, motivating comp plans that drive sales.
- Territory & Quota Planning: Optimize territories and quotas for maximum revenue.
- Sales Performance Analytics: Track rep performance and spot trends instantly.
- Compliance & Auditing: Stay SOX-compliant with automated reporting and controls.
How to use Forma.ai?
- Book a demo to see Forma.ai in action.
- Describe your comp plan—AI configures it for you.
- Model different scenarios to fine-tune quotas and incentives.
- Deploy & automate—let Forma.ai handle calculations and payouts.






