Implementing monthly forecast calls in addition to or in lieu of a submitting quarterly number can be the right decision for your revenue teams if you want to increase forecast accuracy and drive more discipline around your forecasting process to avoid the ‘hockey stick’ where most deals close (or slip) at the end of the quarter. There are, of course, benefits and drawbacks. You also have a couple of options when it comes to how you implement this for your team in Clari. Check out the different setups below (or in the PDF attached) to see if monthly forecasting might be the right call for your team.
