You’ve got questions about Waterfall. Great! Waterfall reveals the factors that are driving changes to your pipeline total over a selected timeframe, using standard categories to help leaders easily identify the causes of pipeline changes and understand what contributed to an overall increase or decrease.
The Waterfall Overview article in the Knowledge Base is a great place to start. You can orient yourself to all the information that you’re seeing in Waterfall.
From there, you probably want to start using Waterfall to answer specific questions about your business, like, “What happened since our last forecast call. You can check out how Jessica Star (VP, CS @ Clari) does it super easily here.
Another example of a question that you can ask Waterfall is, “What deals have slipped from this quarter?” Check out how a Director of Enterprise Sales uses Waterfall to answer that question here.
So now, as you’re using Waterfall more, you might have some questions about different amounts that you’re seeing in the Waterfall (analytics) Module vs the Opportunities Module. You can learn more about how to troubleshoot that (and why it is sometimes expected) here.
Finally, if you’re a real Clari Analytics connoisseur, you may have questions about when it’s best to use Flow vs Waterfall. You can get some simple guidelines to follow from a Clari CSM here.