Have you ever wondered how your Forecasting tabs/columns are configured in Clari. Or what changes need to be updated as you evolve your forecasting process? If you have Advanced Ops Admin user permissions, you can open Clari Studio to access Forecast Management.
Forecast Management allows you to select your Forecast Tab in a dropdown list. Located next to each name is a grey field bubble which indicated the total number of columns that are configured for each forecast tab.
When you select a field (column) within the list, you will see 2 sections. “Field Settings” allow you to see the configuration of the field. “Formula Settings” allow you to see the field query (how Clari generates the number you see). Please note that queries are broken down by Clari Roles. Therefore, if queries are different, so will be the amount you see.
Forecast Management is currently only a read only feature. Our engineering team is currently working on edit capabilities to come out in the future. The ability to export is also on our roadmap.
If you have additional questions, please direct them to your Customer Success Manager. What are you most excited about in Forecast Management?
