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Starred opportunities automatically flow to the forecast module based on the close month.

  • December 21, 2023
  • 1 reply
  • 60 views
Michael Bowman
New Contributor

Ideally - As a rep stars an opportunity, it automatically flows to their forecast, rather than having to copy and paste the sub total of starred opps. As is, a rep is starring their January forecast opps, copy and pasting the sub total into the corresponding forecast month. Then, they have to un-star the same opportunities and star their February, copy and past the value into their forecast. So on and so forth. It would be much simpler if the starred opps would flow to their forecast totals for the month based on current close date. 
If the rep could leave their opps starred, it makes for a quicker conversation with their manager as to what deals they are calling for the forecast. Piggy backing off of that, it would be nice if starred opps had visibility to at least their manager. 

Michael Bowman
J

1 reply

Kenna
Community Manager
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  • KennaCommunity Manager
  • Community Manager
  • December 21, 2023

Hi there, @Michael Bowman! Thank you for your feedback. I wonder if you might consider implementing deal-level forecasting because what you are doing sounds very similar. Essentially, you could have the benefits that you’re describing today using a custom field (i.e. a checkbox) instead of the stars. This webinar will provide a pretty thorough overview (it’s an oldie but a goodie).

Kenna Valdez, Manager, Customer Community, Clari
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