What deals from last quarter slipped into this quarter?

This is great! Having a slipped reason field configured in Clari will allow you to better understand why the deal slipped and if there is an opportunity to bring the deal back in. I’ve seen customers click on the slipped deals to be able to group by slipped reason and owner within the opportunity module. This allows for coaching opportunities or support from sales leaders. 

@dding agreed! Slipped reason is a great forcing function to make sure reps are being diligent in their close dates- helpful to address what’s slipping because of budget vs competitors vs timing, etc. 

Slipped reviews are great to happen on a regular cadence because it’s something that can typically be actioned (as opposed to lost reviews where the decision has already been made 🙁 womp womp). 

One thing I’ve seen work well is to incorporate slipped reviews on a small scale into the Mgr<>Rep 1:1 cadence by adding a slipped deal widget to a 1:1 dashboard. Helps keep this top of mind in the field and not just at the VP/leadership level!

Love it! These video walkthroughs have been so impactful! 

@Anjanette Jacalne this may be of interest when reviewing slipped deals with the team!  

Great Video! “Slipped” CQ means “Pushed In” for NQ. Always helpful to look for Pushed In opps for NQ analysis/planning. Using this in parallel with # of monthly pushes in the opp insights panel compounds the level of insight of your slipped deal anaylsis.