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Christian Fitzgerald
Salesloft Employee
Salesloft Employee
May 17, 2024

Forecast accuracy analysis on territories

  • May 17, 2024
  • 0 replies
  • 146 views

Hey all, if you need to do a forecast accuracy analysis when you have territories, I’ve modified our forecast accuracy template to run off of territories instead of users. Now, if you have a rep, manager, or leader who is responsible for more than one territory, you can see accuracy for each territory they are responsible for individually instead of just their highest level in the hierarchy.

I’ve updated the formulas and the instructions in the file attached to this post. Hope this is helpful to those of you in territories!

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    New Contributor
    November 11, 2024

    Thanks Christian.  Has there been discussion about adding accuracy analysis into Clari as a widget?

     

    Christian Fitzgerald
    Salesloft Employee
    Salesloft Employee
    November 12, 2024

    Hi @Neesha Modi! The product team has discussed adding these features in a future project, but it hasn’t been formally put on the roadmap yet. You can put in a “vote” to have them pick this up by posting an idea and the product team will review it.

    https://community.clari.com/topic/new