How to Build a Net Retention Forecast Tab

  • 21 July 2023
  • 2 replies

Userlevel 3

Hi Clari Land! Are you interested in tracking Net Retention but don’t know how to get started?

Or perhaps you’re looking for inspiration on how to “get more” out of your data.

Or for customers who have seen our demos on Net Retention thought, “gee, that looks pretty cool. I want a tab just like that in my Forecast!”, look no further. 

In the thread of this post, I’ll include the forecast configuration for the tab I’ve attached here. All you’ll need to do is add the api names of the fields that are relevant to your business for the amount and the filter criteria, then submit this updated document directly to the Build/Change queue via the support portal. THAT’S IT! As always, your CSM is on hand to assist. 

Happy Forecasting, Clarians.


2 replies

Userlevel 3

You can find the configuration template here

Userlevel 2
Badge +4

@Morgan Furneaux You will find this helpful as you think about building NDR and summary forecast tabs