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dinavarshavsky
dinavarshavsky
New Contributor
April 14, 2022
Solved

Setting Up New Forecasting Manager

  • April 14, 2022
  • 0 replies
  • 291 views

I have a new manager who is replacing an old one. I set up her role in Salesforce and she is showing up correctly in Clari, but I can’t seem to get her team to move from the old manager to her. How do I move the people?

      This topic has been closed for replies.
      Best answer by Tea

      Are the employees rolling up to the manager in all Clari modules but Forecasting? Do you have more than one Forecasting tab? I have a few Forecasting tabs so have to make sure I select all that apply when setting up Forecasting. Forecasting tabs are selected after you select the Forecasting role. 

      JessicaStarr
      Salesloft Employee
      JessicaStarr
      Salesloft Employee
      April 15, 2022

      Hi @dinavarshavsky ! Couple of things to check: 1) Make sure the new manager has the correct Clari Role. Likely the ‘Manager’ role. That will make sure the right filters are applied in Forecasting so the new manager sees the deals owned by the reps that report to them. 2) Make sure the new manager is set up as a ‘Forecast Manager’ vs. an ‘Individual Contributor’. Both of those settings can be managed in User Management. 

        dinavarshavsky
        dinavarshavskyAuthor
        New Contributor
        April 18, 2022

        Thanks @JessicaStarr! Both of those settings are done but I still can’t get the new team to roll up to her. I feel like I’m missing something very obvious. 

          Anonymous
          April 18, 2022

          These are really great insights and this was an awesome question! Let’s see what others are doing!

            Tea
            TeaAnswer
            New Contributor
            April 21, 2022

            Are the employees rolling up to the manager in all Clari modules but Forecasting? Do you have more than one Forecasting tab? I have a few Forecasting tabs so have to make sure I select all that apply when setting up Forecasting. Forecasting tabs are selected after you select the Forecasting role. 

              dinavarshavsky
              dinavarshavskyAuthor
              New Contributor
              April 22, 2022

              Thanks all! It looks like for some reason when I removed the old manager from forecasting it didn’t save, so we had to go back in and do it again, and that seemed to have worked.

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