We are excited to launch the Beta program for the revamped Forecast module. We are introducing these changes as part of our ongoing efforts to bring a consistent and improved user experience across our platform, while also preparing to support more new capabilities in the future.
What’s New?
- Improved Interface: The new Forecast Module offers a simplified interface and uses design patterns consistent with the rest of the platform, powered by Clari’s new design system.
- Hierarchy Flexibility: We now support expand/collapsing of the hierarchy; streamlining the drill-down workflow. Users can expand/collapse the entire org hierarchy or retain the current drill-down experience
- Revamped Forecast Submission: For many sellers, their forecast is the total of all their deals. While for managers, their forecast is based on adjustments they made to their teams. With the revamped submission modals, users can now copy the crm totals, adjustments, or team rollups straight into their forecast submission.
- Tab Navigation: We now support keyboard keys and horizontal scrolling to select different tabs; streamlining the navigation experience.
Our main goal during this Beta phase is to ensure product stability and identify any potential issues that may impact your workflows. We invite you to actively participate by exploring and utilizing all the capabilities within the new interface.
We will be turning on the new interface for sales ops users first. Then, in a week, we will enable it for all your users; unless you have specified otherwise.
If you have any questions on functionality, please visit our help center. If you encounter any issues, or wish to provide feedback, please don't hesitate to contact me for help. Thank you for your continued support and involvement!