JC
John C.
Account Manager
Mid-Market (51-1000 emp.)
"Great performance tracker"
5/5
What do you like best about Forma.ai?

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.

What do you dislike about Forma.ai?

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

Verified User in Financial Services
AF
Verified User in Financial Services
Mid-Market (51-1000 emp.)
"The Forma team is wonderful"
4/5
What do you like best about Forma.ai?

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.

What do you dislike about Forma.ai?

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.

Verified User in Medical Devices
UM
Verified User in Medical Devices
Enterprise (> 1000 emp.)
"easy to get an at a glance review of where you are for your plan."
4.5/5
What do you like best about Forma.ai?

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

What do you dislike about Forma.ai?

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.

Verified User in Medical Devices
UM
Verified User in Medical Devices
Mid-Market (51-1000 emp.)
"I love the app."
4/5
What do you like best about Forma.ai?

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.

What do you dislike about Forma.ai?

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.

TL
Thais L.
Enterprise (> 1000 emp.)
"I recommend it, easy to view and understand"
5/5
What do you like best about Forma.ai?

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.

What do you dislike about Forma.ai?

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.

NS
Nick S.
Patient Support Specialist
Small-Business (50 or fewer emp.)
"Great quick review of month trending"
5/5
What do you like best about Forma.ai?

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

What do you dislike about Forma.ai?

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

Verified User in Staffing and Recruiting
US
Verified User in Staffing and Recruiting
Mid-Market (51-1000 emp.)
"Great tool for commissions"
4.5/5
What do you like best about Forma.ai?

Easy to underantd and use. The dashboard makes it easy to see the breakdwon of comission. Review collected by and hosted on G2.com.

What do you dislike about Forma.ai?

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.

SP
Sercan P.
Enterprise (> 1000 emp.)
"Very useful features with a great support and easy onboard. Increasing my efficiency upto 20-25%."
5/5
What do you like best about Forma.ai?

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.

What do you dislike about Forma.ai?

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

SS
Saptesh S.
Enterprise (> 1000 emp.)
"Great Tool"
4.5/5
What do you like best about Forma.ai?

It helps us managethe info very easily.

resolution to tickets are really easy

access to reports are easy Review collected by and hosted on G2.com.

What do you dislike about Forma.ai?

none that i can think of at this point in time. Review collected by and hosted on G2.com.

CW
Clay W.
Mid-Market (51-1000 emp.)
"Forma ai is an efficient way to track business goals, quarterly, and throughout the year"
5/5
What do you like best about Forma.ai?

Forma is organized appropriately and very user-friendly Review collected by and hosted on G2.com.

What do you dislike about Forma.ai?

Nothing there is nothing about formula that does not meet my needs or expectations Review collected by and hosted on G2.com.