With this feature enabled, certain properties on the Forecast Configuration page will change from non-editable to editable, and certain workflows will be available. Advanced Ops Admins can edit existing Forecast tabs and columns and will not be able to create new ones.

When entering Forecast Configuration you should see:

A list of Forecast Tabs: Within each Tab, a list of Forecast Columns

Within each Column: A list of non-editable and editable properties and a list of selections that inform the query

Action button that contains

Export
Reorder Tabs
Reorder Columns

How To Edit Forecast Tabs

You can reorder or rename Forecast Tabs.

To Reorder a Tab

1. Click Actions (top right) > Reorder Tabs

2. Use the 3-line icon to drag and drop in desired order OR click the checkbox to send a tab to the top or bottom.

Note: You can also search tabs in the search bar "Search Tab Name." After you click Save, you'll get a green message if the change is successful and a red message if it is not successful.

To Rename a Tab

1. Go to the Tabs Picklist (top left, see below)

2. Hover on the tab you want to rename and click on the edit/pencil icon

3. Edit the name of the tab, then click Rename

Create a Tab

Note: This feature is in beta and will be available to all users soon.

Admins can also create a new tab from scratch. You can create a new tab with the following fields:

Quota
Forecast
Read Only

Follow these steps to create a new tab:

From Clari Studio > Forecast Configuration, go to Actions (top right) > Add Tab

2. Add a Tab Name and select the number of fields you need per time period:

Note: Clari limits the number of columns created for initial tab creation. Leverage the add-column workflow if you need additional columns beyond the quantity available.

3. Select the Create Tab to complete. If there are no error messages, the change will be saved as a draft:

Most recently published draft if there have been multiple drafts.
Most recently published changes, if this is the first draft.

4. After you create your tab with the previous steps, you can edit each field sorted by field type:

5. When you’re ready to publish changes, select Review and Publish in the top right corner.

Duplicate a Tab

Note: This feature is in beta and will be available to all users soon.

Admins can now duplicate any configured tab. Follow these steps to duplicate a tab:

From Clari Studio > Forecast Configuration, select the tab you want to duplicate from the top menu:

2. After you select your tab go to Actions (top right) > Duplicate Tab.

3. Name your tab and click Duplicate tab.

If there are no error messages, the change will be saved as a draft:

Most recently published draft if there have been multiple drafts.
Most recently published changes, if this is the first draft.

4. Once you've made your selections, click Review and Publish in the top right corner.

Delete a Tab

Admins can delete a tab. Follow these steps to delete tabs:

Select the Tab you want to delete
Click Actions (top right) > Delete Tab
If there are fields dependent on the tab you'e deleting, or you have a pinned forecast dashboard widget for that tab, you'll get a warning message before you delete.
If there are no error messages, the change will be saved as a draft:
1. Most recently published draft if there have been multiple drafts
2. Most recently published changes, if this is the first draft
If the change is successful, you will receive a green success message, and if it's unsuccessful, a red error message.

How To Edit Forecast Columns

Forecast Columns are editable in a few key ways:

Reorder Columns
Modify Properties: Admins can modify their column properties which may vary depending on the field type
Modify Query Filters: Using text input, admins can modify their filters to build simple and complex conditions to query the set records they want to use and ultimately aggregate.

Reorder Columns

Let's cover re-ordering columns in this section. Skip to the next sections to modify properties or query filters.

Admins can rearrange the order of their columns within a tab.

Follow these steps to reorder columns:

Select the Tab in which you want to reorder columns
Navigate to Actions dropdown and click Reorder Columns
Drag a single column to a new spot with the menu icon
Users can also search for tabs using the search bar
After making a change, the new order will be saved as a draft. If you click Reset to original this will revert the order to
1. the most recently published draft if there have been multiple drafts
2. the mostly recently published changes if this is the first draft
You will get a green message if the change is successful and a red toast message if it is not successful.

Delete Columns

Admins can delete columns within a tab.

Follow these steps to delete columns:

Select the Tab you want to delete columns in.
Go to Actions > Delete Columns
If there are fields dependent on the one you are deleting, you will get error messages about why the column can’t be deleted.
If there are no error messages, the change will be saved as a draft:
1. the most recently published draft if there have been multiple drafts
2. the most recently published changes, if this is the first draft
If the change is successful, you'll see a green message, and if it is unsuccessful, a red message.

Create a Column

Admins can create columns from scratch. You can create columns for these field types:

Quota
Forecast
Read Only
Reference

Note: If you need to create or edit a column that doesn't use one of the field types above, create a support ticket.

Follow these steps to create a column:

1. From Clari Studio > Forecast Configuration, go to Actions (top right) > Add Column

From here, you'll make selection and fill in fields.

2. Select your column type:

3. Name your column and select a time period.

4. Select a Clari Mode for your new column.

5. Select aggregation and sort fields.

6. Enter a query and description for each user type:

7. Once you create your query, click the Validate button to ensure it's a valid query. If it's valid, you'll see "Validated!" in green:

If your query is invalid, you'll see a red error that explains why your query is invalid.

Note: You must validate each query before you can move on.

8. Select the Create Column to complete. If there are no error messages, the change will be saved as a draft:

Most recently published draft if there have been multiple drafts.
Most recently published changes, if this is the first draft.

9. Once the column is created, you'll see it as a draft on the left:

10. To publish, click Review and Publish in the top right.

Duplicate a Column

Admins can duplicate columns with these steps:

From Clari Studio > Forecast Configuration, select the tab you want to duplicate from the top menu:

2. On the left side, select the column you want to duplicate, then go to Actions (top right) > Duplicate Column.

3. Rename your duplicated column.

4. Select the Duplicate Column to complete. If there are no error messages, the change will be saved as a draft:

Most recently published draft if there have been multiple drafts.
Most recently published changes, if this is the first draft.

5. When you're ready, publish your changes by clicking Review and Publish in the top right corner.

Calculation Columns

Users can now edit and create calculation columns in Forecast Configuration. Calculation columns utilize existing columns and compute a value based on mathematical operations, including addition, subtraction, division, and weighted multiplication.

Editing a Calculation Column

You can edit:

Calculation Formula
Calculation Formula Description
Data Format
Associated Field
Display for Null Forecast Entries
Show Numerator

You can't edit:

Exclude User Types is not in scope

Follow these steps to create a new column:

Select the tab you wish to duplicate a column from by using the left tab navigation dropdown.
Select the calculation column you wish to edit

3. Select either the Properties or Formula tab, depending on what you would like to edit

4. Associated Field - edit the column that creates a visual link between the calculation field and the associated column

Note: You can only associate with a column within the same tab

5. Null Forecast Entry Display - if a forecast field is used in a calculation formula and doesn’t have a forecast entry, either treat that as null or 0

6. Show Numerator - now replacing Show Calculation Parameters, will allow you to display the numerator value within the column cell

7. Here’s a before and after with Show Numerator as true or false:

Description - edit the definition of the column

Formula - edit the columns and properties of the formula

Column types that are supported:

Quota
Forecast
Readonly
Reference (of quota, forecast and readonly columns)

Referencing another calculation column is NOT supported.

8. For each column type, the supported attributes are:

Quota:

Quota Value
Total Closed Value
Total Deal Count

Forecast:

Forecast Value or Adjusted Rollup Value
Forecast Value Only – should use this if overrides are enabled and doesn't want to use Adjusted Rollup value
Closed Value
Closed Deal Count
CRM Total Value
CRM Total Deal Count

Readonly:

CRM Total Value
CRM Total Deal Count

Reference (of quota, forecast, and readonly columns):

The same above attributes for the field being referenced

9. For each column in the formula, a weight can be multiplied against the value.

To maintain the value, assign a weight of 1.
To half the value, assign a weight of 0.5.
To double the value, assign a weight of 2.

Note: The max length of a weight value is four digits—for example, 9999 or 0.999

10. Based on the formula, valid data formats will be available for editing.

11. Once the formula has been edited, select Save to save the formula, and then review it in a draft state.

Creating a Calculation Column

Create a calculation column. You can configure the following properties:

Calculation Formula
Calculation Formula Description
Data Format
Associated Field
Display for Null Forecast Entries
Show Numerator

Exclude User Types is not supported.

Go to Actions (top right) > Add Column > Calculation
Enter a name and time period
Associated Field: edit the column that creates a visual link between the calculation field and associated column

Note: You can only Associate with a column in the same tab.

4. Null Forecast Entry Display - if a forecast field is used in a calculation formula and doesn’t have a forecast entry, either treat that as null or 0 \

5. Select Yes or No

Show Numerator - now replacing Show Calculation Parameters, will allow you to display the numerator value within the column cell

Here’s a before and after with Show Numerator as true or false:

6. Enter these details:

Description - enter the definition of the column

Formula - enter the columns and properties of the formula

Column types that are supported:

Quota
Forecast
Readonly
Reference (of quota, forecast and readonly columns)

You can't reference another calculation column.

Note: the column options displayed for the formula are columns within the same tab only

7. For each column type, the supported attributes are:

Quota:

Quota Value
Total Closed Value
Total Deal Count

Forecast:

Forecast Value or Adjusted Rollup Value
Forecast Value Only – should use this if overrides are enabled and doesn't want to use Adjusted Rollup value
Closed Value
Closed Deal Count
CRM Total Value
CRM Total Deal Count

Readonly:

CRM Total Value
CRM Total Deal Count

Reference (of quota, forecast, and readonly columns):

The same above attributes for the field being referenced

8. For each column in the formula, a weight can be multiplied against the value.

To maintain the value, assign a weight of 1.
To half the value, assign a weight of 0.5.
To double the value, assign a weight of 2.

Note: The max length of a weight value is four digits—for example, 9999 or 0.999

9. Based on the formula, valid data formats will be available for editing.

10. Select Next to review the calculation and Select “Create Forecast Column” to complete

How To Modify Properties (organized by Field Type)

There are 5 different field types listed below. Each column in Forecast Config will have a type that determines the properties that are configurable for that column.

Quota
Forecast
Read Only
Calculation Fields (ARM)
Reference

The section below contains all the editable properties for each field type listed above.

Editable Fields in Forecast Module

Field Name: Field name (or column name) determines the name of the column that will appear in the Forecast module

Aggregation Field: Values will be derived from amount fields that are filterable and added to the grid in Field Config

Sort By Field: Values will be derived from amount fields that are filterable in Field Config

Group By Field: Values will be derived from amount fields that are filterable in Field Config

Formula Description: Changes the description that appears when you hover over cells in the Forecast table.

Attainment Name: Changes the name of the Attainment Column (located next to the Quota column)

Gap Column: Show - If selected, a Gap Column will appear next to Attainment Column in the Forecast table. Gap is calculated by taking the difference between Quota and Attainment. Hide - If selected, the Gap Column will be hidden from the table.

Gap Name: Changes the name of the Gap Column (located next to the Attainment column)

Quota Edit Permission: Can be set to Admin Edit, User Edit, or Read Only

Gap Column / Gap Calculation (for Forecast Entry):

Note: A quota field must be referenced for this option to work.
- Show:
  - Difference between {Column Name} and CRM Closed: Gap is calculated by taking the difference between current field and CRM closed amount.
  - Difference between {Column Name} and CRM Total: Gap is calculated by taking the difference between current field and CRM total amount.
  - Difference between {Column Name} and Quota: Gap is calculated by taking the difference between current field and referenced Quota field.
- Hide: If selected, the Gap Column will be hidden from the table.

Gap Name (for Forecast Entry): Changes the name of the Gap Column (located next to the Attainment column)

Reference A Quota: Values will be derived from quota fields within the same tab

Primary Field: Yes or No

Composite: You can only configure or edit a component/composite column after the forecast field has been created. First create the forecast field then create the component/composite.

Temporal
- Sum component columns into your composite across time periods.
- For example, aggregate a monthly forecast to a quarterly forecast. This reference will show up when editing the composite forecast.

Subtype
- Sum component columns into your composite that are within the same time period.
- For example, add three quarterly forecast columns into one total forecast column. This reference will show up when editing the composite forecast.

Component Field Aggregation: Depends on composite (temporal or subtype). The available fields in the picklist are automatically determined by the composite type selection. For example, if temporal is selected, then only the monthly forecast fields will be available.

Allow Editing:

Yes: The composite can be overwritten and does not need to equal the sum of components

No: The composite must equal the sum of components

Past Time Periods: Forecast display for past periods allows you to configure whether you want:

Want to see the closed won amount for that past period
Want to see the last forecasted value for that past time period

For example, let’s say we are in June. Do I want to see $100K that was closed in May or $150K that was last forecasted for May?

Analytics Pulse Rollup: Can be set to Yes or No

Data Format: Can be changed for both Read Only and Calculation fields. Can be set to Aggregation of CRM total (e.g 12,345 or $12,345), Multiplier (e.g. 1.2X), or Percent (e.g. 12%)

Select Coverage Formula: Options include Coverage / Quota or Coverage / (Quota - Closed)

Associated Field: Values will be all fields in the tab

Field Description: Users can change field description for Calculation fields

How To Edit

Edit Associated Field

You can edit the associated field by selecting an available field from the picklist
If you associate a field with another field or change a field’s associate field, the order of the fields will change in the UI and in the side bar list of fields

Edit Data Format

To change the Data Format to Multiplier or Percent, you must first associate a field via Edit Associated Fields. The user can edit the Data Format of Read-Only fields to an
Aggregation of Deal Size (e.g. 12,345 or $12,345).
Multiplier (e.g. 1.2X)
Percent (e.g. 12%)

Edit Coverage Formula

You can only edit the Coverage Formula if they have selected a Data Format Multiplier (e.g. 1.2X) or Percent (e.g. 12%)

You have the ability to edit the coverage formula for Read Only Fields
You can select
- Coverage / Quota
- Coverage / (Quota - Closed)

Check out this example, where Data Format is a multiplier, therefore the user has the option to edit the coverage formula:

Edit Aggregation Field

You can change the field that is aggregated by picking another value in the available set of fields. This determines how the Opportunity totals are calculated in the forecasting right side panel.

If no specific values are defined in the aggregate section, then it will automatically total up 100% of the returned opportunities
The picklist of fields is editable via Field Configuration

Edit Sort Field

The user can select sort the opportunities that are present in that field’s right hand panel
The picklist of values comes from from amount fields that are filterable in Field Configuration

Modifying the Query (using Query Builder)

With Forecast Config, Clari Admins can modify their query filter expressions using a text-based “query builder”. This is a powerful new component that will allow admins to change the fields operators and values that drive the logic behind the totals that appear in Forecasting.

How it works

You have existing query filters configured for each role, within each column, within each tab. Once the feature flag is enabled, admins will be able to see these query filters that are configured and edit them:

Modifying Instructions

Let's cover the steps to do this. Below the steps, you'll find descriptions of the inputs, fields, and more information.

Select a Forecast Tab > Column and navigates to the Query section
See query filters configured for each User Type within each Forecast Column (PS team does this for all Columns today)
Modify existing queries by typing into the text-based query builder and start
- by defining the Field
- once a field has been defined, an Operator must be selected
- finally, they must select the Value(s)
- operators such as AND OR NOT can be used to join conditions together
- conditions can be grouped or nested using parentheses () if they want to evaluate one condition before another

Once any changes have been made to the existing queries, admins click Save
Upon clicking Save, we run a validation check.
1. If the changes pass the validation check, then the changes are saved within the draft
2. If changes do not pass the validation check, the reason is provided to the user
Admin can view changes in the draft summary
Admin click Publish Changes to finish

Fields: The list of available fields comes from the Opportunity Filterable layout from the associated Mode.

Operator: The list of available operators depends on the field type and context in the query.

is , is not - only 1 value can be selected and will be evaluated against
in , not in - multiple values can be selected and evaluated against
AND,OR,AND NOT,OR NOT - can be used to join conditions together

Value: The list of available values for each Field comes from the filter options defined in Field Config. You cannot create custom values.

Here's an example of Filter options defined in the Field Properties page within Field Configuration:

Modifying Global Settings

Admin can now edit forecast global settings in Forecast Config. The editable settings include:

Forecast Manager Adjustments
Forecast Display for past time periods
Forecast Display for weekly columns
Forecast Cadence
Creating Forecast Custom Roles

You cannot modify: Forecast Caching. For assistance with caching settings, please reach out to Clari support.

From Forecast Configuration go to Global Settings in the top left corner.

Let's cover each setting on the page:

Manager Adjustments are essentially overrides to their reports' forecasts if they disagree with what their team members are forecasting.

Yes - enable forecast adjustments

No - disable forecast adjustments

2. Forecast display for past periods allows you to configure whether you want:

Want to see the closed won amount for that past period
Want to see the last forecasted value for that past time period

For example, let’s say we are in June. Do I want to see $100K that was closed in May or $150K that was last forecasted for May?

3. Forecast display for weekly columns allows you to configure whether you want:

To see only the current week's forecast columns
Or see all (e.g. 13 weeks') forecast columns

4. Forecast Update Cadence

Daily Cadence - the forecast week cadence will update every rolling X amount of days.
- For example, I want my forecast week to update every rolling 7 days.
- This is different than a weekly cadence because with a rolling period, the end day of the forecast week can change.
Weekly Cadence - the forecast will update every week, two weeks, three etc…
- Aligned with Fiscsal Period Weeks
  - If your forecast is set to weekly cadence and aligned with fiscal periods, then forecast week end will be aligned to fiscal weeks defined in SFDC.
- Custom Forecast Weeks
  - If you want your forecast week to be different, then you can define a new forecast end day
  - End Day - can be any day of the week and this will determine when the custom forecast week ends.

5. The default forecast roles are those created during your Clari implementation.

Note: These are read-only and cannot be edited. We are bringing this to your attention for your information only.

6. Some orgs elect to have custom roles for their complex business operations. In this section, users can edit/delete existing custom roles or create new ones.

No Reports - means this role is for individual contributors

Has Reports - This role is for leaders who have individual contributors reporting to them in the forecast hierarchy.

To delete a custom role, ensure the role is not being used in any forecast column formula or has any users opted into that role. If one of those crieteria is not met, then you will not be able to delete the role.

For deleting custom roles from column formulas, please reach out to your CSM.

Note: You can have a max of 15 custom roles.

How To Duplicate and Edit Modes

Duplicate Modes and Consumption Modes

Admins to create modes with the same display name, reporting, and query object, owner, and aggregation fields. For more information on mode creation, see this article. To set up a mode that leverages ingested data coming from a newly integrated data source, please follow the steps detailed in this article.

How to delete a mode

Admins can delete modes.

How to use:

From Clari Studio, go to the mode settings (via the mode dropdown)
Scroll to the bottom and click ‘Delete Mode’
A confirmation modal will appear and you can confirm the action.

A banner will notify you if you cannot delete a certain mode.

Note:

The two seeded modes: ‘Opportunity Mode’ and ‘Account Owner Mode’ cannot be deleted
The default mode cannot be deleted (in some cases this overlaps with seeded modes such as ‘Opportunity Mode’). Learn how to change the default mode below.
If the mode is used within Saved Views, Widgets, Forecasting config, etc. then the mode delete will be blocked and an Export button containing a file with all the dependencies on this mode will appear. Please resolve those dependencies and then proceed to delete the mode.

Forecast Configuration Errors and Warnings

Template is Invalid

Red error message at the top of Clari Web. If the template is misconfigured, you will be prevented from editing it in Forecast Management. The user will be in Read-Only Mode.

Empty Tab Name

You will not be able to save a blank tab name. If you have a blank text input, you will not be able to rename the tab.

Empty Field Name

You will not be able to save a blank tab name. Empty name fields turn red and won't allow you to save.

Changing Data Format to “Multiplier” or “Percent” when you have not Referenced a Quota

If you attempt to change the Data Format from Aggregation of Deal Size (e.g. 12,345 or $12,345) to Multiplier (e.g. 1.2X) or Percent (e.g. 12%) without first selecting a quota in Reference a Quota, you will get this error:

Data Format is “Multiplier” or “Percent” so you cannot Un-Reference a Quota

If you attempt to change Reference a Quota to None when your Data Format is Multiplier (e.g. 1.2X) or Percent (e.g. 12%), you will not see the option. To select “None” as a Quota reference, change the Data Format to be Aggregation of Deal Size (e.g. 12,345 or $12,345).

Quota Field in Forecast Template does not exist in Quota Template

If the user has defined a Quota field in the Forecast Template, but not the Quota template, user will not be able to reference that quota in Forecast Management. The missing field must be added the Quota template.

Title

Forecast Configuration Overview

URL Name

Forecast-Configuration

Forecast Configuration Overview

Information

Fields

Forecast Configuration Overview

Article Contents

Overview

What you can edit, create, or delete in Forecast Configuration

What you cannot create in Forecast Configuration

To Reorder a Tab

To Rename a Tab

Create a Tab

Duplicate a Tab

Delete a Tab

Reorder Columns

Delete Columns

Create a Column

Duplicate a Column

Editing a Calculation Column

Follow these steps to create a new column:

Creating a Calculation Column

Edit Associated Field

Edit Data Format

Edit Coverage Formula

Edit Aggregation Field

Edit Sort Field

How it works

Modifying Instructions

Duplicate Modes and Consumption Modes

How to delete a mode

Template is Invalid

Empty Tab Name

Empty Field Name

Changing Data Format to “Multiplier” or “Percent” when you have not Referenced a Quota

Data Format is “Multiplier” or “Percent” so you cannot Un-Reference a Quota

Quota Field in Forecast Template does not exist in Quota Template