# Maximize revenue with data-driven sales planning Create an agile, _connected_ sales planning process across territories, quota setting, and incentive compensation. Easily design balanced territories and deploy fair quotas to drive growth. Global enterprises trust Forma.ai: Territory Planning Optimize your territory planning process Maximize coverage and drive more predictable revenue ### Match seller capacity with market opportunity Unlock revenue growth with balanced, data-driven territories. AI-powered insights assess account potential and workload to help you align seller capacity with market demand — whether you’re scaling teams or entering new markets. ### Model any territory structure Plan territories _your way_— by geography, named accounts, product lines, overlays, or management structure. Handles complex hierarchies, reporting relationships, and assignment rules without manual workarounds or administrative headaches. ### Adapt coverage seamlessly as your team evolves Stay ahead as your organization changes. Manage account-level exceptions, territory splits, new hires and role transitions with automated workflows that keep coverage accurate and instantly reflected across the platform. Accurate Quotas Set realistic, data-driven quotas ### Reconcile top-down & bottoms-up planning Keep financial goals and field realities perfectly aligned. Connect top-down targets with bottoms-up, data-driven quotas and let automatic, cascading updates keep plans aligned and adaptable as numbers change. ### Deploy quotas grounded in market opportunity Go _beyond_ simple allocations. Use advanced modeling techniques to factor in opportunity, historical trends, seasonality, and performance benchmarks. Apply different methods across teams and metrics to ensure every quota is fair, achievable, and aligned. ### Stay agile throughout the year Manage quota changes effortlessly. Automate ramps, proration, and updates for new hires, role shifts, and terminations — ensuring incentive plans stay accurate from sales kick-off to year-end. Scenario Planning & Modeling Eliminate guesswork: Scenario plan for predictable growth **Model the impact of territories and quotas confidently** Create and compare multiple planning scenarios easily. Fine-tune assignments, optimize coverage and quotas, and publish final plans instantly. All with a dynamic, collaborative planning workspace that adapts as things change. **Plan together, faster** Enable global teams to collaborate in real time. Make updates simultaneously across models, while built-in approvals and audit trails ensure governance and accuracy at every step. Seamless Connectivity Unify planning & incentive compensation processes ### Keep incentives in sync — automatically Connect planning with execution. When used with Forma Operator, any changes to territories or quotas cascade instantly to incentive calculations keeping crediting, plan documents, and payouts are always accurate and up to date. ### Stay agile as your territory strategy evolves Territory adjustments don’t need to slow you down. Forma Architect automatically flags impacted quotas, proposes adjustments, and keeps plans aligned and ready to deploy. ### Connect quota deployment with incentive metrics Close the gap between planning and compensation. Define unified metrics and detailed crediting rules across quota setting and incentive calculations. Plus, leverage historical baselines to set quotas with confidence and actual plan rules. “Forma.ai didn’t just modernize comp—it gave us control and a singular source of truth. **For the first time, we could move fast without losing confidence**.” **Wendy Kennah** Chief Operating Officer, Procom Territory Planning Incorporate front-line feedback & insights ### Seamlessly Incorporate sales manager insight in refinement workflows Empower sales managers to adjust territories and refine quotas within defined guardrails, ensuring their knowledge shapes final plan while staying aligned with corporate goals. Seamlessly communicate with sales management through the planning process. ### Keep planning on track with streamlined approval workflows Create custom, flexible approval workflows for stakeholders and teams complete with in-app notifications and email alerts. Territory plans and quotas can be reviewed, refined, and approved fast, ensuring timely rollout. ## See it in action. 
Talk to our experts Let us show you what true go-to-market agility looks like. Key features Workload index scoring Evaluate territory balance with workload scoring that reflects real seller capacity and coverage needs — helping you identify imbalances and optimize territory design for growth. Quota fairness analytics Analyze quota allocation across territories and teams to ensure fairness, consistency, and alignment with sales opportunity. Manage multiple planning scenarios Create and iterate on multiple territory and quota plans within a single planning workspace, evaluating side-by-side before deploying with a single click. Overlay & indirect territories Easily model complex overlay coverage relationships for product specialists, channel teams, support roles and more. Ramping schedules Easily apply ramp schedules to quota models — ensuring fair, realistic targets for new reps while maintaining overall sales plan accuracy Overassignment management Deploy quota over-assignment strategically, with full visibility into total quota deployed to the field versus corporate targets. Manager refinement workflows Create accountability and leverage sales manager insight during quota setting and territory planning, allow your sales leaders to make adjustments, within specified guardrails. Hierarchy views Get visibility into quota deployment across the org, including gaps between bottoms-up and tops-down allocation, and overassignment levels. See real-time visualizations of quota distribution across different regions, teams, and reps. ## Ready to drive predictable revenue? Discover how we can help connect your data for smarter territories, quotas, and compensation. Discover the **complete** Sales Performance Operating System Forma.ai unifies all aspects of sales performance management in a singular data platform. Forma **Operator** for incentive compensation Design, administer and optimize incentive programs at scale. Forma **Prophet** our integrated sales planning advisory & analytics Harness the data you have with our data science teams and machine learning.