Sharing forecasting access with other teams
Sometimes, you need to give other people at your organization access to view Forecasting in Clari. One of my customers recently needed to give some members of the BI team access to Forecasting. This is actually a great time to use Forecast Sharing.
Since these developers only needed view access to Forecasting at the highest level, we simply shared the CRO’s forecast with them, giving them read only access. It didn’t even require setting them up with a forecasting role. Easy!