Incentive compensation management software
Fuel growth with agile, data-driven incentives
No more gut-feel planning, manual processes, or late plan roll-outs. With Forma Operator, design and deploy new sales incentives fast, fully automate calculations, accelerate plan delivery, and keep your reps focused.
Global enterprises trust Forma.ai:
Plan Creation
Rapidly create new incentive plans with AI
Say goodbye to building calculation rules from scratch. With Forma.ai’s guided workflow and flexible template library, you can assemble even the most complex plans in minutes. Select your building blocks, define key parameters, and let the system handle the rest.
Need something new or unique? Describe the logic in plain language—and our AI will translate it into a reusable plan component, validated and ready for deployment.
With Forma.ai’s unique, template-driven approach, anyone can configure and adjust incentive plans—no technical training needed. Spend less time wrestling with customizations, and more time optimizing programs that maximize ROI.
“What is amazing about Forma.ai is that—internally, we don’t need the skills to configure a comp tool or our data—Forma.ai’s automation helps us do this and turnaround changes much faster than we would ever be able to with any other ICM.”
Predict Impact
Integrate incentive planning & execution
Ditch the spreadsheets. Simulate compensation changes with your data directly in the platform. Create multiple ‘what if’ scenarios to understand how adjustments affect reps and revenue, so you design strategic plans with confidence.
No more complex sandbox migrations and IT deployments. You can push tested changes live instantly, without rebuilding rules, helping you stay agile with every plan change.
“We needed an analytics environment that uses ICM data to be able to predict what is going to happen in our sales org...
Our comp team is now adding far more value than just providing payout calculations. They’re working with sales to identify trends....and suggesting opportunities and actions based on what's working.”
Nudge & Align
Drive performance & align seller behavior
Bring your pipeline data into Forma to give reps visibility into earnings potential. Dynamically generate incentive performance dashboards tailored to each seller’s unique comp plan—so it’s easy to see exactly where to focus to hit quota.
Display leaderboards and President’s Club qualification status in seller's Forma app to drive engagement and healthy competition. Easily include SPIFFs and other special incentives to maximize motivational impact.
With detailed commission statements and drill-down capabilities, easily close the loop with sellers. Seamless dispute management flows create a culture of transparency and trust.
Reporting
Design incentives with data—not gut feel
Robust performance analytics help you monitor plan effectiveness, understand seller behavior, and identify areas to improve incentive ROI.
Easily create dashboards and reporting with our flexible Analytics Studio module. Provide stakeholders across Go-to-Market, Finance, and HR with the data and insights they need to track performance to budget and drive cross-functional accountability.
Forma supports ASC606 compliance with built-in amortization tracking, true-ups, and finance-friendly exports—no manual wrangling required.
End data silos, no custom builds needed
Forma.ai has 600+ pre-built integrations available to connect to any data source—CRM, ERP, HRIS, spreadsheets, or proprietary systems—with seamless ingestion and built-in validation to detect issues before they impact payouts.
Manage Complexity
Handle complexity — without headaches
Automate your most complex workflows
Automate routine sales compensation tasks, from managing exceptions to executing monthly payroll, leveraging powerful workflow automation that orchestrates across all modules in Forma.
Make retroactive changes easily
No more prior period adjustments and retroactive change headaches for comp teams. You can easily change historical rules, calculations, and data, recalculating prior periods and pull owed commissions into the current period automatically.
Enterprise grade audit & governance
Get full visibility and audit logs for every system change, approval, and calculation result, helping you seamlessly adhere to even the strictest audit requirements.
See it in action. Talk to our experts
Let us show you what true go-to-market agility looks like.
Additional, ICM key capabilities
Data validation engine
Automatically flag errors before they impact payouts. Built-in checks & balances, alerts, and workflow routing keep your data accurate and audit ready.
Plan document management
Generate personalized plan docs (with individual variables like quotas and rates), streamline approvals, and track acceptance—all in one place.
CRM integration
Display Forma information directly within your CRM, so sellers don’t need to navigate across multiple tools to see commissions.
Dispute management
Centralize and control the entire dispute process. Manage seller communications, coordinate with stakeholders, and resolve exceptions efficiently—all within Forma’s change request module.
Analytics studio
Create robust dashboards and reporting with powerful BI tooling in Forma. You can drag-and-drop together insightful dashboards easily.
Booking system
Generate key financial reporting such as payroll and accruals. Once finalized, results are stored in a detailed ledger, providing complete visibility into retroactive changes as they occur.
ASC606 reporting module
Automate demanding enterprise reporting for ASC606 standards. Customize amortization schedules, track ongoing adjustments and true-ups, and collaborate with Finance to stay on top of ASC606 compliance needs.
Master data management
Manage attribute data directly within the platform, with historical change tracking, live validations, and built-in approval workflows.
What our customers say
"We needed a platform that could manage all the information that we have from multiple sources: departments, categories, advisor sales, etc., and [it had to] really slice and dice that information into the right outputs...
Forma's ability to handle complex calculations and package the information into a user-friendly app was game-changing."
"[Forma.ai] were one of the very few companies—if not the only one—who truly had a solution that impressed us immensely."
"Forma.ai has significantly cut down the time and resources required for processing the team's commissions."
Discover the complete Sales Performance Operating System
Forma.ai unifies all aspects of sales performance management in a singular data platform.
Forma Architect
for territory & quota planning
Design and deploy data-driven territories & quotas.
Forma Prophet
Sales planning advisory & analytics
Harness the data you have with our data science teams and machine learning capabilities.
Turn agile SPM into your strategic advantage
Discover how Forma.ai can vastly speed up your comp design, rollout, and optimization end-to-end.