Forma.ai Reviews & Product Details

The Forma team is phenomenal - friendly, responsive, and extremely knowledgeable. They operate as a true extension of our team, providing strategic guidance in addition to technical support. Additionally, the seller dashboards are a total game-changer; they’ve brought our visibility into the 21st century compared to our previous legacy systems. Review collected by and hosted on G2.com.

I am looking forward to the rollout of self-service reporting, which is currently on their roadmap (although worth noting that this isn't a blocker for anything - the Forma team is able to quickly pull ad hoc reports whenever we request them) . Also, the 3-hour refresh cycle for dashboards and admin reports after data updates can be a bit of a lag when we are looking for real-time adjustments. Review collected by and hosted on G2.com.

The Forma.ai team works with us! We implemented over a year ago and we still continue to meet weekly to check in and discuss any issues. This is a complete 180 from the prior company we worked with and it is so refreshing! Review collected by and hosted on G2.com.

All upload templates need to be done in a CSV file. I would prefer excel to preserve the formatting for future uploads. Review collected by and hosted on G2.com.

Forma.ai has been an excellent partner and truly shares in the outcomes of our commissions. The level of service Forma.ai provides is unmatched, and the collaboration has been consistently positive. Review collected by and hosted on G2.com.

There is nothing that I dislike about Forma.ai Review collected by and hosted on G2.com.

The tool is extremely user friendly, and the Forma team is absolutely amazing to work with! Review collected by and hosted on G2.com.

to date, we haven't really encountered any downsides with Forma! Review collected by and hosted on G2.com.

Customer Operations support

Ability to manage large sales org

Ability to work with multiple comp plans Review collected by and hosted on G2.com.

Less flexibility to Admin user to make changes

Can improve BI and visualization

Allowing Admin user to create/edit reports and have visibility into/access to comp plan logic into the system.

Sometimes we experience data issues. Review collected by and hosted on G2.com.

Forma.ai gives a clear and accurate view of compensation without the usual spreadsheet mess. Plans update fast, payouts are transparent, and reps get answers without long back-and-forth. The system keeps everything consistent, which builds trust across the team. Review collected by and hosted on G2.com.

The initial setup takes some time because incentive structures can get complex. Reporting can feel a bit rigid when you want quick custom views. Once everything is configured, it runs smoothly, but the early learning curve is noticeable. Review collected by and hosted on G2.com.

The flexibility that the customization brings. The Forma team is willing to work with our business to bring to life the commercial team's needs. Review collected by and hosted on G2.com.

Upon seeing what some of the competitors are able to build, Forma sometimes lacks the latest features. For example, our instance has graphics that are a bit outdated and we are still waiting for a "what-if" scenario calculator for identifying bulk purchase related commissions payouts. Review collected by and hosted on G2.com.

The tool has a lot of capabilities, and the dashboards are great for building seller trust in the numbers. Review collected by and hosted on G2.com.

From the limited time, I wish there was the ability for the user to build out some of the code rather than relying on the support team Review collected by and hosted on G2.com.

Great, friendly customer service. They reply on time and are always quick to fix any issues. Review collected by and hosted on G2.com.

It’s helpful because it can process a large amount of information, and it removes the need for manual entries on the customer side. Review collected by and hosted on G2.com.

I like the visibility reps have into their dashboards and commissions. It helps them feel confident that their commissions are being calculated accurately and that they’re being paid correctly. Review collected by and hosted on G2.com.

I don’t like how long it takes for the dashboards to refresh. Review collected by and hosted on G2.com.