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Beta: Revamped Forecast Module

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anmol
Clari
anmolClari
Beta: Introducing a refreshed interface for Forecast

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

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anmol
Clari

About this group

We are introducing improvements in forecasting to bring a consistent and improved user experience across our platform, while also preparing to support more new capabilities in the future.This include Improved Interface, tab navigation, revamped forecast submission and Hierarchy Flexibility. With 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.

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ashubel
Clari
anmol
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Scott K Wilder
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Taylor Burrows
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