Forecasting Products in Clari: The Step by Step Discovery Guide for Admins
If you are tracking products/product families in your CRM, you might be interested in evolving your forecasting process to be more precise and segment forecasting by products. 💡
Clari can help you achieve this by configuring the Forecast module to surface insights about your Products. Here is a quick introduction to this concept in Clari as well as what to expect operationally:
- Introduction: Watch the Product Level Forecasting Webinar (15MIN, + Q&A)
- Review the post, How do I forecast by products?
- Confirm answers to the following basic requirements:
- Product Filters - How do you define each product or product line?
- Product Filter Segment - Are products also bundled into 'product families'?
- Relevant Amount - What amount field do you aggregate on?
- Forecasting Cadence - Who is responsible, is a Forecast call required?
Example from Clari Demo Environment:
THE DISCOVERY PROCESS: WHAT TO EXPECT NEXT?
Now that you’ve learned some of the basics and consolidated the foundations of what is required, for new forecasting use-cases we recommend approaching this by:
- Schedule a Discovery Call with your CSM/SE to review your requirements
- Confirm 'What is the end goal?' for the new Forecast Motion
- Identify which teams expect the value add
- Define what net-new is being built: [IE: New Mode, New Forecast Tab]
- Know what your timeline is to deliver to the business
- Assess configuration process: Self-Serve (DIY with CSM Consult) or, Done for you (SOW- Professional Services Managed )
Let us know what you think in the comments! ⬇️