In office hours today, we had a question around weekly forecasting indicators.
In the Forecasting module, if you have weekly forecasting set up, you can configure forecasting so your team makes and tracks their call for every week within the quarter. This is different from the standard quarterly setup because teams will have a static call for each week, with a forecast status for each week.
Functionally, this means that Clari will expect your reps to make a forecast call for each week fo the quarter, every week.
If reps only fill out the current week, the rest of the indicators for the quarter will remain “incomplete”.
This setup can be useful if you want to track what your reps think they will close in the coming quarter, and which week they think those deals will close.
Alternatively, if you are simply looking to review what your team has called in the past, you can review past weekly forecast calls using the Forecast call history.
More details on forecast history can be found here.
More details on tracking a weekly forecast can be found here.
