The Waterfall module in Clari Analytics gives you quick visibility into the different factors contributing to changes in your pipeline.
You can leverage the Waterfall analytics module to identify the factors contributing to the changes in your pipeline over a specific period of time.
Waterfall gives you visibility into how your pipeline has changed due to:
- Amount increases and decreases
- Deals that slipped/pulled into another period
- Deals lost out of pipeline
- New deals added to pipeline
- Won deals that are no longer in play
These insights help your revenue teams identify the sources of potential revenue leak in your sales cycle, and helps Revenue Leaders understand specifically how their pipeline has changed.
What if you could apply the same level of insights to the deals that support your forecast call (ie. your Commit or Best Case)?
Early Access Program: Waterfall in Forecasting
We’re introducing our Early Access Program for Waterfall in Forecasting this quarter. Giving you the same level of insights from the Waterfall analytics module without leaving the Forecasting module.
This feature lives within the expanded view of Forecasting and leverages the filters applied to each of your forecasting calls so you don’t have to apply filters to recreate those queries.
If this sounds like an early access program your organization would like to participate in, please reach out to your CSM to express interest and keep an eye out for the Waterfall in Forecasting EAP Group in the community.
