A cold wind blows 🌬. Sales people are in a frenzy, bombarding you and your team with more requests than you can count on your hands and toes⚔. You try to seek shelter, employing advanced evasive maneuvers only to get cornered by even more questions and requests from your leaders (and their boss). It’s End of Quarter and it can feel like the end of days.
Fret not, Clari is here to help.
Set things straight in Clari at the End of Quarter with these tips
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Validate Forecasts
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During forecast reviews, work with teams to make certain all deals are present and accounted for — know the path to the number
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Check for the green check mark on all Forecast Tabs to verify all forecasts are up to date
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Review leader’s adjustments and notes
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Is a deal missing? Work with your CSM or check our tips on how to find missing deals in Clari
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Edit View in the Opportunities Module to adjust your Highlighted Changes to Fields to 1 day to see which deals you are still working on
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Be sure to note any deals that seem to have activity missing as they may be likely to slip if they have no movement
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Use Waterfall
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Take advantage of the all in one view that can help make clear what deals may still be open where leader’s can lean in to help get them over the finish line
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Reduce the requests by Creating Saved Views for EOQ in advance
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Work with leaders to find what they care about most at EOQ
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Build out views, label them with common internal language, and share out for leaders to use as a guide
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Create an EOQ Dashboard / Cockpit
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Use those same beautiful views from the previous point to put together a cockpit of widgets that cover all the needs for your different users in Clari
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Build out a dashboard for reps, managers and executives to help guide them at EOQ
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