Two of the best Analytics modules in Clari are Flow and Waterfall. Both of these modules help highlight movement within your pipeline yet they display the data in a slightly different way which can inform when you want to use one over the other.
Put simply, Flow is outstanding for seeing how pipeline has shifted from a deal perspective. Flow helps you see how deals change between stages or forecast categories. It’s a very powerful tool for helping you understand what has or hasn’t moved in their pipeline.
On the other hand, Waterfall is excellent at showing how pipeline has shifted from a dollar amount or currency perspective. Waterfall helps make clear how many dollars have been added to or removed from our open inventory of deals. Pipeline may shrink if you have deals slipping, being closed lost, or even closed won. Keeping track of how your pipeline’s size shifts has never been easier.
What questions are you asking about your business when you use Flow or Waterfall? Let me know below!
