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Beta Group

YTD Performance

  • April 27, 2026
  • 0 replies
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In Clari Forecast, would love to see a way to see dynamic YTD performance based upon current quarter. That is if in Q2, I would see a column of YTD Quota (Q1 Quota + Q2 Quota) and YTD Results (Closed, Commit, Best Case & Pipeline). In Q3, this data would reflect Q1+Q2+Q3, so that the YTD Quota and Results would change based upon the current quarter that we’re in.