— Digital event —

— Live event —

Mid-Year Adjustments: How & When to Course-Correct Your Sales Plan

Like a great quarterback, knowing when to call an audible can be the difference between hitting your number and falling short

The best sales plans aren’t static—they evolve. This session focuses on how to recognize when a course correction is needed and what actions to take to keep revenue on track.

We’ll discuss:

  • Early warning signs – How to detect issues before they impact results
  • Using data to assess performance – Key metrics to determine if adjustments are necessary
  • Quota and territory realignment – When and how to make changes without disrupting momentum
  • Compensation plan adjustments – Fine-tuning incentives to maintain motivation and performance
  • Lessons from top organizations – How leading companies successfully navigate mid-year shifts
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What we'll cover

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With your hosts:

Dal Sidhu

Head of Global Sales Compensation, Zoom

Elizabeth Walgram

Senior Director, Sales Compensation, Siemens

James Jackson

Global Head of Sales Planning, Compensation, and Systems, Snowflake

David Gerardi

VP, Revenue Optimization, Forma.ai

Dal Sidhu

Head of Global Sales Compensation, Zoom

Elizabeth Walgram

Senior Director, Sales Compensation, Siemens

James Jackson

Global Head of Sales Planning, Compensation, and Systems, Snowflake

David Gerardi

VP, Revenue Optimization, Forma.ai

Dal Sidhu

Head of Global Sales Compensation, Zoom

Elizabeth Walgram

Senior Director, Sales Compensation, Siemens

James Jackson

Global Head of Sales Planning, Compensation, and Systems, Snowflake

David Gerardi

VP, Revenue Optimization, Forma.ai

— Live event —

Mid-Year Adjustments: How & When to Course-Correct Your Sales Plan

Like a great quarterback, knowing when to call an audible can be the difference between hitting your number and falling short

The best sales plans aren’t static—they evolve. This session focuses on how to recognize when a course correction is needed and what actions to take to keep revenue on track.

We’ll discuss:

  • Early warning signs – How to detect issues before they impact results
  • Using data to assess performance – Key metrics to determine if adjustments are necessary
  • Quota and territory realignment – When and how to make changes without disrupting momentum
  • Compensation plan adjustments – Fine-tuning incentives to maintain motivation and performance
  • Lessons from top organizations – How leading companies successfully navigate mid-year shifts

05 Jun 2025

Location

What’s in it for you?

Create a connected sales performance ecosystem

Unify territory planning, quota setting, and incentive programs in a single data platform.

Plan + execute all in one place

Ditch sandboxes and spreadsheets. Test and financially model changes, directly in the platform, then deploy modelled changes instantly.

Accelerate GTM agility

Our unique template-driven configuration enables new incentive plans or changes to be designed and implemented in just hours.

Optimize growth with advanced insights

Apply richer analytics, forecasting and machine learning models to a single source of truth of your data, to unlock maximum revenue. 

Speakers

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Dal Sidhu

Head of Global Sales Compensation, Zoom

Elizabeth Walgram

Senior Director, Sales Compensation, Siemens

James Jackson

Global Head of Sales Planning, Compensation, and Systems, Snowflake

David Gerardi

VP, Revenue Optimization, Forma.ai

What past attendees are saying...

“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.”

Suzanne Shadgett

Senior Financial Executive, Stryker

“Forma.ai provides flexibility like no one else in the category. With their real-time modeling, I can apply any idea I have against last year’s data to see how much it would cost and what it could actually achieve." 

Dr. Robert Bieshaar

Global Head of Sales Compensation, Autodesk 

Book your spot now

Don't miss out on this incredible opportunity—secure your place today to join the premier event for sales leadership and gain insights from industry experts.

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05 Jun 2025

Location

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