Learn to build your own Revenue Cadence

@Collin Rhea I recall revenue cadence and standardization being top-of-mind for you. I would love to hear what other templates would be most helpful to you after taking a look at the resources in this new hub!

Will check out the hub this week, but building out our Cadence and clearly defining our Stage & Forecasting guidelines are Q4 priorities so we can launch FY24 with a more unified RevCG framework.

The other area I’d like to continue to get better at is helping our coaches coach. Our manages have so many tools available to them (both across the stack and within Clari) to the point of overwhelm and I’m trying to help guide them through where to focus their attention to gain maximum coaching leverage. This post is part of how we enable them in Excel, but it would be way better to have an Inspect > Reps that has live data to help Managers easily identify risk / success flags across their team. Until that is available though, how do Clari’s managers use Clari to coach their team?

• For your work on your forecasting and stage definitions, this forecasting playbook template has a few template slides for that purpose.
• Regarding coaching your managers, we hosted a webinar a while back about how FLMs evolve over time that may be helpful. You can find it (and download the slide deck) here. Part of that flow and inspection internally is building a solid 1:1 Dashboard to inspect what you expect of the reps. We have this 1:1 Dashboard Guide to help guid managers through it was well. This guide is meant to help think through what questions you want managers asking reps and what they are ultimately trying to answer.
• The last resource I’d mention as you’re enabling managers on becoming better coaches is helping them understand their business better in Clari and identifying trends across their Reps. At Clari, we think about this in terms of “asking” Clari questions over the course of the weeks of the quarter. In our Analytics hub, we showcase a couple of slides about how we think about this based on time of the quarter and what questions we’ve taught our managers to ask and review with their teams.