Hello, I have a suggestion for how we can view the Adjustments when we adjust the numbers for our reps.
I like how the reps forecasts automatically add up and so that I can see the total that my team is calling, but i think it would be really useful if it would show both numbers side by side when I do an adjustment. this would allow me to see what they are calling to me side by side with how I am adjusting that up or down.
Thanks!
Best answer by Kenna
Hi,
In the Forecast Module, when you as a manager adjust the calls of their reports, each report’s original call should appear right underneath your adjustment. Here’s an example from our demo instance:
Additionally, if you select your own forecast call in the grid, the panel on the right should display your call, your team’s rollup with your adjustments (Adjust Rollup), and your team’s rollup without your adjustments (Team Rollup) so that you can compare these when you make your call.
Are you able to see these numbers in your own forecast in your Clari instance? Is there another part of the Forecast Module where you would like to see these numbers side by side?
+18Hi,
In the Forecast Module, when you as a manager adjust the calls of their reports, each report’s original call should appear right underneath your adjustment. Here’s an example from our demo instance:
Additionally, if you select your own forecast call in the grid, the panel on the right should display your call, your team’s rollup with your adjustments (Adjust Rollup), and your team’s rollup without your adjustments (Team Rollup) so that you can compare these when you make your call.
Are you able to see these numbers in your own forecast in your Clari instance? Is there another part of the Forecast Module where you would like to see these numbers side by side?
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