Optimize your sales strategy with data-driven territories & quotas
Today’s territory & quota solutions are inefficient
Many sales performance management platforms struggle to combine and map data, so territory, quota, and incentive sales planning inputs (despite their interdependence) are entirely siloed.
This means you resort to manually merging datasets in spreadsheets, and designing territories entirely separate from the system you need them built in.
You need a connected approach.
Now rapidly plan & execute territories & quotas in lockstep with ICM
In Forma.ai, all quota and territory data is tightly integrated, including plan assignments, commission calculations, reporting, and analytics. From role changes to related adjustments and prorations, everything’s connected with automated workflows.
With downstream changes immediately reflected across the entire SPM suite, you can immediately identify the financial impact of any possible reconfiguration.
Territories changing mid-period? You'll see how to adjust and prorate quotas.
Unlock optimal territory coverage for revenue
Quickly identify ideal territory structure with accurate modeling
Using Forma.ai’s customizable, account-level index-scoring and built-in analytical models for recommendations, you can carve data-driven territories (based on historical, projected sales, and more) to balance sales capacity with customer demand.
Build any territory or crediting structure needed
With our ever-expanding library of templated, customizable rules, any territory or crediting structure imaginable is possible—from geographic or account-based, to multi-dimensional hierarchies.
Plan and manage realistic quotas
Plan quotas with any methodology
In Forma.ai, build quotas off of any input, no matter how complex. Plus, model different quota planning scenarios (such as changing market trends or business objectives) to see how various factors impact sales outcomes.
Allocate new quotas fast (with global, integrated updates to downstream operations)
Whether for new hire ramps, territory changes, role changes, quota proration, bulk updates, and more, you can easily automate and streamline your end-to-end quota management workflow. When quotas are changed, all resulting plan assignments, commission calculations, reporting, and analytics are automatically updated.
A perfect blend of agility and control
On average, Forma.ai customers see:
Manage changes in sales capacity at speed
With Forma.ai’s unique delivery model (we standardize SPM data with modular rule-building templates) you get the best of both worlds—unlimited customization, without the need for deep technical expertise or configuration.
Our templated, adjustable rules have been carefully constructed to handle any territory, quota, or incentive structure—battle tested with complex enterprise customers.
Predict revenue with precise forecasting
Simulate your sales planning hypotheses and the impact of various SPM decisions with production-ready rules that can be deployed instantly. No sandbox needed.
With Forma.ai’s unified sales performance data underpinning your modelling and analytics, you can more easily discover hidden dependencies or trends.
Territory & Quota Planning and Management
ICM and SPM tools weren’t created for planning and modeling comp plans. But Forma.ai was. Test every decision quickly and easily so you can optimize your comp plans and deploy them instantly - no more sandboxes or spreadsheets.
