What I like most about Forma.ai is that I don't need to spend time hunting for information on where I stand, and how I stack up against peers. The overview dashboard provides a clear visual, both numerically and graphically, of earnings, attainment, attainment to quota, and pipeline. When I want detail or want to get into the weeds on something, I can view this by month and get down to the transaction level. Another benefit is that I can always review my comp plan and the different thresholds for my commission rates. It's just very easy to see my data without having to do a lot of work. Review collected by and hosted on G2.com.

My one issue, which is likely an internal one, is that near month-end and quarter-end, most of us would like the data to be loaded and refreshed more often. Easy for us to request, but not so sure some of the other 'data collection' systems support it. Sales folks have shorter patience the closer it gets to payday. Review collected by and hosted on G2.com.

Easy to use and interpret data. I use this to track my performance and see what my payout will be. Review collected by and hosted on G2.com.

No downsides. I feel like it's pretty self explanatory. Review collected by and hosted on G2.com.

I liked how it organized my sales data into bar graphs so I can track my sales commissions from beginning to finish. Review collected by and hosted on G2.com.

It removed some columns. I like tabled data. Review collected by and hosted on G2.com.

All of our commissions records are in one place and agents can access their details Forma staff has been exceptional to support us. We use it all the time. Review collected by and hosted on G2.com.

it's very complicated and time consuming to set up. Agents with less technical knowledge have some problems Review collected by and hosted on G2.com.

I live on the dashboard view which is super convenient. Review collected by and hosted on G2.com.

it auto populates the latest month even if the month is incomplete, it caused me anxiety the first time I thought I was 79% to goal, then I realized the month wasn't finalized. Review collected by and hosted on G2.com.

I do love the app. They give overviews of all our performance ratings and numbers. They are all in a very organized and easy to navigate. Review collected by and hosted on G2.com.

some data are not accurate or up to date but this could be due to information being fed to it from our internal software too. Otherwise, i like Forma.ai a lot. Review collected by and hosted on G2.com.

easy visualization and understanding of data. Didactic and very visual report. Possibility to extract data to analyze details Review collected by and hosted on G2.com.

I didn't identify any points for improvement. I find it easy to access and understand. When I needed it too, I got a quick response through the support ticket. Review collected by and hosted on G2.com.

Easy to use. Different ways to look at numbers Review collected by and hosted on G2.com.

Slowness on updating sometimes. Need better visibility Review collected by and hosted on G2.com.

Easy to understand and use. The dashboard makes it easy to see the breakdown of commission. Review collected by and hosted on G2.com.

The detailed reports aren't easy to reach. It would be nice to be able to pull up transactions by company or name. Review collected by and hosted on G2.com.

Perfect integration with the existing systems. Technical support is fabulous. To create a new dashboard is very easy. Review collected by and hosted on G2.com.

so far, nothing. Just to provide some insights, the grouping opps would be helpful. Review collected by and hosted on G2.com.