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Allow Different Forecasting Schedules

  • September 26, 2024
  • 1 reply
  • 25 views

Our forecasting process is a weekly cycle… reps have a forecast call with their managers, managers with the VP, and then VPs up to the CRO. 

It would be useful to be able to have Clari reflect the different due dates for forecasts. 

For example:

Rep Profile - Due Friday
Manager - Due Monday

VP - Due Tuesday

CRO - Due Wednesday

1 reply

Kenna
Community Manager
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  • Community Manager
  • 959 replies
  • September 27, 2024

Hi, @Alex Lowe! This sounds very similar to an existing Product Idea submitted by another community member. I’d recommend upvoting this idea that has already been shared to our Product team’s feedback repository.

https://community.clari.com/ideas/forecast-status-icon-can-be-different-by-role-type-822

 


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