Forma.ai Build uses AI to automatically generate sales incentive plans from plain-English inputs. Users describe plan parameters and the system configures quotas, territories, and incentive rules, enabling faster iteration and deployment. Input parameters in plain text and Forma.ai will configure your quota, territory, and comp rules. For ongoing adjustments, simply type requested changes and the new rules are automatically built, providing a fast, flexible workflow that scales across large sales teams.

The platform unifies data from multiple tools into a single source of truth, improving accessibility, auditability, and strategic agility. It eliminates data silos, enabling continuous optimization of performance and incentives with a unified data model. AI-enabled recommendations transform sales strategy from reactive to proactive, detecting potential vulnerabilities and suggesting adjustments to territories, quotas, and compensation plans to drive the right behavior. Real-time dynamic incentives align reps with top opportunities, helping maximize revenue. The Build workflow embraces planning, modeling, testing, and operating the incentive process: Test: Plan and Model lets teams evaluate decisions quickly, while Run: Deploy and Manage provides dashboards and end-to-end execution for enterprise-scale operations.

Features & Benefits

• Plain-English to configured plans: Input plain text to configure quotas, territories, and compensation rules automatically.
• Pre-configured library of thousands of rules: A library of thousands of comp plan rules enables swift design of complex incentives at scale.
• Unified data platform: All data from multiple tools is integrated into a single source of truth with auditability and strategic agility.
• AI-driven optimization and recommendations: AI-enabled recommendations help identify vulnerabilities and propose adjustments to territories, quotas, and plans to improve outcomes.
• Plan testing & deployment workflows: Test decisions with Plan and Model and deploy/manage with Run: Deploy and Manage, backed by data and dashboards for enterprise execution.