# Everstage vs Forma.ai Comparison
---
## AI Generated Summary
- **G2 reviewers report** that Everstage excels in user experience, with many praising its **intuitive interface** and **easy navigation**. Users appreciate the platform's ability to provide clear reporting of commission plans and quota attainment, making it a favorite among sales teams.
- **According to verified reviews** , Forma.ai stands out for its exceptional customer support. Users describe the Forma team as **phenomenal** , highlighting their friendly and knowledgeable approach, which helps in providing strategic guidance alongside technical support.
- **Reviewers mention** that Everstage has a significantly higher G2 Score, indicating overall user satisfaction. With a score of 83.53, it reflects a strong preference among users compared to Forma.ai's score of 44.61, suggesting that Everstage is more widely appreciated in the sales compensation space.
- **Users say** that Everstage's implementation process is notably quick and straightforward, with many highlighting the platform's **intuitive onboarding wizard** that facilitates a smooth transition for new users. In contrast, some users of Forma.ai have expressed challenges with setup, indicating a potential area for improvement.
- **Reviewers note** that while both platforms offer solid features for compensation management, Everstage shines with its **commission estimator** and **dispute management** capabilities, which received higher ratings from users. This suggests that Everstage may provide a more robust solution for managing complex compensation scenarios.
- **According to recent feedback** , Forma.ai provides valuable visibility into compensation and sales results, making it a strong contender for organizations focused on transparency. However, users have pointed out that Everstage's reporting features are clearer and more user-friendly, which can enhance day-to-day usability for sales teams.



| | Everstage | Forma.ai | 
|---|---|---|
| **Star Rating** | 4.8 out of 5 | 4.7 out of 5 | 
| **Total Reviews** | 2,049 | 63 | 
| **Largest Market Segment** | Mid-Market (60.9% of reviews) | Mid-Market (56.5% of reviews) | 
| **Entry Level Price** | Contact Us | Contact Us | 

---
## Top Pros & Cons

### Everstage

Pros:
- Ease of Use (279 reviews)
- Commission Tracking (135 reviews)

Cons:
- Learning Curve (46 reviews)
- Time Delays (39 reviews)

### Forma.ai

Pros:
- Ease of Use (8 reviews)
- Customer Support (6 reviews)

Cons:
- Data Management (3 reviews)
- Learning Curve (3 reviews)

---
## Ratings Comparison
| Rating | Everstage | Forma.ai | 
|---|---|---|
  | **Meets Requirements** | 9.3 (1142 reviews) | 9.3 (53 reviews) | 
  | **Ease of Use** | 9.6 (1910 reviews) | 9.4 (56 reviews) | 
  | **Ease of Setup** | 9.6 (1126 reviews) | 8.4 (38 reviews) | 
  | **Ease of Admin** | 9.3 (208 reviews) | 8.9 (23 reviews) | 
  | **Quality of Support** | 9.4 (1015 reviews) | 9.5 (49 reviews) | 
  | **Has the product been a good partner in doing business?** | 9.5 (208 reviews) | 9.9 (24 reviews) | 
  | **Product Direction (% positive)** | 9.5 (1088 reviews) | 10.0 (54 reviews) | 

---
## Pricing

### Everstage

#### Entry-Level Pricing

Plan: Contact us for further details

Price: Contact Us

Key Features:
- Commission Tracking
- Quota Management
- Incentive Plan Designer

[Learn more about Everstage](https://www.g2.com/products/everstage/reviews)

#### Free Trial

Yes

### Forma.ai

#### Entry-Level Pricing

Plan: Contact us

Price: Contact Us

Key Features:
- Incentive compensation plan design, configuration, and administration
- Incentive plan modeling, simulation, and performance effectiveness analysis
- Territory and sales hierarchy planning with workload indexing and capacity scoring

[Learn more about Forma.ai](https://www.g2.com/products/forma-ai/reviews)

#### Free Trial

Yes

---
## Features Comparison By Category

### Sales Compensation

| Product | Score | Reviews |
|---|---|---|
| **Everstage** | 9.0/10 | 861 |
| **Forma.ai** | 8.6/10 | 53 |

#### Sales Rep Portal

| Feature | Everstage | Forma.ai | 
|---|---|---|
| **Commission Estimator** | 9.3 (707 reviews) | 8.1 (30 reviews) | 
| **Dispute Management** | 8.8 (635 reviews) | 8.6 (38 reviews) | 
| **Compensation Statements** | 9.2 (762 reviews) | 9.2 (44 reviews) | 
| **Plan Documents and Agreements** | 8.9 (653 reviews) | 8.5 (37 reviews) | 
| **Individual and Team Performance Reports** | 9.0 (701 reviews) | 9.0 (41 reviews) | 
| **Mobile User Support** | 9.1 (306 reviews) | 8.5 (33 reviews) | 

#### Management Portal

| Feature | Everstage | Forma.ai | 
|---|---|---|
| **Sales Org Performance Reports** | 9.0 (619 reviews) | 8.7 (36 reviews) | 
| **Monitor Sales Rep Performance** | 9.0 (618 reviews) | 9.1 (36 reviews) | 
| **Territory Assignments/Management** | 9.3 (309 reviews) | 8.5 (35 reviews) | 
| **Quota Assignments/Management** | 9.1 (602 reviews) | 8.8 (36 reviews) | 
| **Commission splits and overrides** | 9.1 (612 reviews) | 8.6 (38 reviews) | 
| **Workflow and Approvals** | 8.9 (582 reviews) | 8.5 (39 reviews) | 
| **Budgeting** | 8.7 (557 reviews) | 8.0 (32 reviews) | 

#### Administration

| Feature | Everstage | Forma.ai | 
|---|---|---|
| **Adjustments/Dispute Resolution** | 8.9 (586 reviews) | 8.8 (39 reviews) | 
| **Comp Modeling - Ease of Admin** | 9.0 (599 reviews) | 8.5 (41 reviews) | 
| **Comp Modeling - Design Flexibility** | 9.0 (594 reviews) | 8.4 (41 reviews) | 
| **Comp Statement Calculation and Distribution** | 9.1 (616 reviews) | 9.0 (41 reviews) | 
| **Reports and Dashboards** | 9.1 (652 reviews) | 9.0 (43 reviews) | 
| **Sales Hierarchy Management** | 9.0 (601 reviews) | 8.7 (41 reviews) | 

#### Platform

| Feature | Everstage | Forma.ai | 
|---|---|---|
| **CRM Integration** | 9.2 (476 reviews) | 8.2 (30 reviews) | 
| **Financial Integration** | 9.2 (457 reviews) | 8.2 (28 reviews) | 
| **HCM/HRIS Integration** | 9.0 (432 reviews) | 8.2 (25 reviews) | 
| **Customization** | 9.0 (471 reviews) | 8.1 (35 reviews) | 
| **APIs** | 9.0 (446 reviews) | 8.2 (27 reviews) | 
| **Internationalization** | 9.1 (441 reviews) | 8.2 (26 reviews) | 
| **Performance and Reliability** | 9.3 (503 reviews) | 8.8 (38 reviews) | 

#### Agentic AI - Sales Compensation

| Feature | Everstage | Forma.ai | 
|---|---|---|
| **Natural Language Interaction** | 8.0 (90 reviews) | Not enough data | 

### CPQ

| Product | Score | Reviews |
|---|---|---|
| **Everstage** | N/A | N/A |
| **Forma.ai** | N/A | N/A |

#### Configuration - cpq

| Feature | Everstage | Forma.ai | 
|---|---|---|
| **Product Catalog** | Not enough data | Not enough data | 
| **Guided Selling** | Not enough data | Not enough data | 
| **Configuration Rules** | Not enough data | Not enough data | 
| **Price Configuration** | Not enough data | Not enough data | 
| **Visual Configuration** | Not enough data | Not enough data | 

#### Pricing

| Feature | Everstage | Forma.ai | 
|---|---|---|
| **Pricing Flexibility** | Not enough data | Not enough data | 
| **Discounting** | Not enough data | Not enough data | 
| **Commerical Rules** | Not enough data | Not enough data | 
| **Terms and Conditions** | Not enough data | Not enough data | 
| **Approval Workflow** | Not enough data | Not enough data | 
| **Renewals** | Not enough data | Not enough data | 

#### Quoting

| Feature | Everstage | Forma.ai | 
|---|---|---|
| **Grouping** | Not enough data | Not enough data | 
| **Version Control** | Not enough data | Not enough data | 
| **Quote Document Generation** | Not enough data | Not enough data | 
| **Ordering** | Not enough data | Not enough data | 
| **Contracts** | Not enough data | Not enough data | 

#### Admin

| Feature | Everstage | Forma.ai | 
|---|---|---|
| **Configuration Ease of Admin** | 8.0 (5 reviews) | Not enough data | 
| **Pricing Administration** | Not enough data | Not enough data | 
| **Workflow Management** | 8.3 (5 reviews) | Not enough data | 
| **Document Management** | 8.7 (5 reviews) | Not enough data | 

#### Channels

| Feature | Everstage | Forma.ai | 
|---|---|---|
| **Mobile User Support** | Not enough data | Not enough data | 
| **Channel Partner Support** | Not enough data | Not enough data | 
| **eCommerce** | Not enough data | Not enough data | 

#### Platform

| Feature | Everstage | Forma.ai | 
|---|---|---|
| **CRM Integration** | 8.0 (5 reviews) | Not enough data | 
| **Integration API** | 8.7 (5 reviews) | Not enough data | 
| **Internationalization** | 8.0 (5 reviews) | Not enough data | 
| **Scalability** | 8.3 (6 reviews) | Not enough data | 
| **Reporting and Dashboards** | 7.7 (5 reviews) | Not enough data | 
| **ERP Integration** | 8.3 (5 reviews) | Not enough data | 

#### Generative AI - cpq

| Feature | Everstage | Forma.ai | 
|---|---|---|
| **Dynamic Quoting** | Not enough data | Not enough data | 
| **Dynamic Pricing** | Not enough data | Not enough data | 
| **Personalized Sale Recommendations** | Not enough data | Not enough data | 

### Sales Planning

| Product | Score | Reviews |
|---|---|---|
| **Everstage** | N/A | N/A |
| **Forma.ai** | N/A | N/A |

#### Sales Performance Features - Sales Planning

| Feature | Everstage | Forma.ai | 
|---|---|---|
| **Account Scoring** | Not enough data | Not enough data | 
| **Revenue Planning** | Not enough data | Not enough data | 
| **Account Segmentation** | Not enough data | Not enough data | 
| **Sales Performance** | Not enough data | Not enough data | 
| **Sales Forecasting** | Not enough data | Not enough data | 
| **Integrations** | Not enough data | Not enough data | 
| **Scenario Modeling** | Not enough data | Not enough data | 

#### Territory Management - Sales Planning

| Feature | Everstage | Forma.ai | 
|---|---|---|
| **Territory Management** | Not enough data | Not enough data | 
| **Territory Planning** | Not enough data | Not enough data | 

#### Quota & Capacity Management - Sales Planning

| Feature | Everstage | Forma.ai | 
|---|---|---|
| **Quota Management** | Not enough data | Not enough data | 
| **Capacity Management** | Not enough data | Not enough data | 
| **Quota Planning** | Not enough data | Not enough data | 

#### Agentic AI - Sales Planning

| Feature | Everstage | Forma.ai | 
|---|---|---|
| **Autonomous Task Execution** | Not enough data | Not enough data | 
| **Multi-step Planning** | Not enough data | Not enough data | 

### Sales Performance Management

| Product | Score | Reviews |
|---|---|---|
| **Everstage** | N/A | N/A |
| **Forma.ai** | 8.1/10 | 12 |

#### Agentic AI - Sales Performance Management

| Feature | Everstage | Forma.ai | 
|---|---|---|
| **Autonomous Task Execution** | Not enough data | Not enough data | 
| **Natural Language Interaction** | Not enough data | Not enough data | 
| **Proactive Assistance** | Not enough data | Not enough data | 

#### Incentives

| Feature | Everstage | Forma.ai | 
|---|---|---|
| **Badges** | Not enough data | 7.9 (8 reviews) | 
| **Triggers** | Not enough data | 7.6 (9 reviews) | 
| **Commission Calculator** | Not enough data | 8.2 (10 reviews) | 
| **Leaderboards** | Not enough data | 8.5 (9 reviews) | 

#### Personalization

| Feature | Everstage | Forma.ai | 
|---|---|---|
| **Profiles** | Not enough data | 8.1 (9 reviews) | 
| **Custom Reports** | Not enough data | 7.7 (11 reviews) | 
| **Dashboards** | Not enough data | 8.2 (10 reviews) | 
| **Goal Setting** | Not enough data | 8.5 (10 reviews) | 

#### Administrative

| Feature | Everstage | Forma.ai | 
|---|---|---|
| **Integration** | Not enough data | 8.3 (8 reviews) | 
| **Employee Structure** | Not enough data | 8.2 (10 reviews) | 
| **Behavior Monitoring** | Not enough data | 8.0 (9 reviews) | 

---
## Categories
**Shared Categories (1):** [Sales Compensation Software](https://www.g2.com/categories/sales-compensation)

**Unique to Everstage (1):** [CPQ Software](https://www.g2.com/categories/cpq)

**Unique to Forma.ai (2):** [Sales Performance Management Software](https://www.g2.com/categories/sales-performance-management), [Sales Planning Software](https://www.g2.com/categories/sales-planning)


---
## Reviewer Demographics

### By Company Size

| Segment | Everstage | Forma.ai | 
|---|---|---|
| **Small-Business** | 4.3% | 8.1% | 
| **Mid-Market** | 60.9% | 56.5% | 
| **Enterprise** | 34.8% | 35.5% | 

### By Industry

#### Everstage

- **Computer Software:** 24.0%
- **Information Technology and Services:** 20.8%
- **Education Management:** 13.3%
- **E-Learning:** 12.3%
- **Manufacturing:** 11.6%
- **Financial Services:** 4.6%
- **Accounting:** 1.7%
- **Computer & Network Security:** 1.0%
- **Marketing and Advertising:** 0.7%
- **Higher Education:** 0.7%
- **Other:** 9.2%

#### Forma.ai

- **Medical Devices:** 21.0%
- **Computer Software:** 19.4%
- **Telecommunications:** 8.1%
- **Information Technology and Services:** 8.1%
- **Retail:** 6.5%
- **Financial Services:** 6.5%
- **Primary/Secondary Education:** 4.8%
- **Hospital & Health Care:** 4.8%
- **Staffing and Recruiting:** 3.2%
- **Education Management:** 3.2%
- **Other:** 14.5%

---
## Alternatives

### Alternatives to Everstage

- [CaptivateIQ](https://www.g2.com/products/captivateiq/reviews) — 4.7/5 stars (3488 reviews)
- [Salesforce Spiff](https://www.g2.com/products/salesforce-spiff/reviews) — 4.6/5 stars (3068 reviews)
- [Xactly](https://www.g2.com/products/xactly/reviews) — 4.2/5 stars (1095 reviews)
- [Varicent](https://www.g2.com/products/varicent-varicent/reviews) — 4.5/5 stars (599 reviews)
- [QuotaPath](https://www.g2.com/products/quotapath/reviews) — 4.7/5 stars (299 reviews)
- [Performio](https://www.g2.com/products/performio/reviews) — 4.4/5 stars (1014 reviews)
- [Qobra](https://www.g2.com/products/qobra/reviews) — 4.8/5 stars (1071 reviews)
- [Visdum](https://www.g2.com/products/visdum/reviews) — 4.8/5 stars (645 reviews)
- [Zynwork](https://www.g2.com/products/elevatehq-zynwork/reviews) — 4.7/5 stars (239 reviews)
- [DealHub](https://www.g2.com/products/dealhub/reviews) — 4.7/5 stars (850 reviews)

### Alternatives to Forma.ai

- [CaptivateIQ](https://www.g2.com/products/captivateiq/reviews) — 4.7/5 stars (3488 reviews)
- [Salesforce Spiff](https://www.g2.com/products/salesforce-spiff/reviews) — 4.6/5 stars (3068 reviews)
- [Varicent](https://www.g2.com/products/varicent-varicent/reviews) — 4.5/5 stars (599 reviews)
- [Xactly](https://www.g2.com/products/xactly/reviews) — 4.2/5 stars (1095 reviews)
- [Performio](https://www.g2.com/products/performio/reviews) — 4.4/5 stars (1014 reviews)
- [Anaplan](https://www.g2.com/products/anaplan/reviews) — 4.6/5 stars (458 reviews)
- [Qobra](https://www.g2.com/products/qobra/reviews) — 4.8/5 stars (1071 reviews)
- [Visdum](https://www.g2.com/products/visdum/reviews) — 4.8/5 stars (645 reviews)
- [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) — 4.4/5 stars (25824 reviews)
- [Fullcast](https://www.g2.com/products/fullcast-inc-fullcast/reviews) — 4.6/5 stars (459 reviews)

---
## Top Discussions

### Everstage

- Title: [What is Everstage used for?](https://www.g2.com/discussions/what-is-everstage-used-for) — 2 comments, 1 upvote
  > **Top comment:** "Everstage is a comprehensive, no-code platform for managing sales performance. It enables businesses to create sales commission plans, automate commission..."

### Forma.ai

- Title: [What is Forma.ai used for?](https://www.g2.com/discussions/what-is-forma-ai-used-for) — 3 comments
  > **Top comment:** "to calculate  commission  related transactions"

---
**Source:** [G2.com](https://www.g2.com) | [Comparison Page](https://www.g2.com/compare/everstage-vs-forma-ai)