So you want to exclude specific deals, users, or roles/nodes of your Salesforce hierarchy from Clari's Forecast Module without modifying the current hierarchy in Salesforce. In that case, you can create a custom field in Salesforce to track which deals should be included in the forecast and which ones should be excluded. This approach allows you to control the inclusion or exclusion of specific users or deals from the forecast.
To implement this, you can create a custom field on either the User Object or the Opportunity Object. Depending on your preferences, the custom field can be a checkbox, picklist, or string. However, using a checkbox field is generally the simplest to manage.
Once you add the field to Clari, you can use the custom field to mark specific deals or deals owned by specific users to indicate whether they should be included in or excluded from the forecast. Use Field Config to add the field to Clari.
A note on Hierarchy Management...
If you are familiar with Hierarchy Management, you might have thought about hiding a level or node in your hierarchy. Hiding a node or level of your hierarchy in Hierarchy Management does not remove it or its associated deals from the Forecast Module. A user who is opted into the forecast will always appear in the Forecast Module, regardless of whether they are hidden in Hierarchy Management. If you want to remove a user from forecasting, you must opt them out.
Clari's Hierarchy Management is a tool in Clari Studios that allows you to make cosmetic changes to your hierarchy for your users in Clari. You can learn more about Hierarchy Management in our knowledge base.
