Forma.ai

CompOps Platform: Architect

Forma Architect is Forma.ai's territory planning and quota management module. It enables revenue leaders to design, model, and deploy balanced sales territories and accurate, fair quotas using AI-powered insights. Key capabilities include territory design by geography, named accounts, product lines, overlays, or management structure; quota modeling with ramp schedules; over-assignment management; and real-time visualization of quota distribution.

CompOps Platform: Operator

Forma Operator is Forma.ai's end-to-end Incentive Compensation Management (ICM) module. It enables sales compensation teams to design, launch, automate, and track incentive compensation programs at enterprise scale. Key capabilities include AI-powered plan configuration via natural language, automated commission calculations, exception handling, payroll integration, performance dashboards for reps, financial reporting (including ASC 606 accruals), and audit/compliance controls.