Forecast Quota Management

 

Clari Admins can use Forecast Quota Management. Here's what is does:

 

1. Prepopulates user and entity values in quota files
2. Automatically includes all users opted into the relevant tab
3. Supports new revenue models like consumption
4. Allows quota uploads at the entity level

 

Use Cases

• As a Clari Admin, I want to upload account-based targets to our business’s Consumption Forecast Tab. I don’t want to find each account ID to populate targets.

• It’s the start of the new fiscal year, and I want to download a quota file for all the quotas so that I can upload the values for the entire fiscal year.

• Our business is changing to a consumption model and rolling out a new consumption forecast tab. I want to upload quotas for all the accounts in that new consumption forecast tab for the CQ and NQ.

• It’s the start of the new fiscal year and our business has moved to a consumption model. I must upload quotas for the new fiscal year's territories, accounts, and workloads.

 

How To Use Forecast Quota Management

1. From Clari web, go to Clari Studio (top right corner)

 

2. Click the menu in the top left > Forecast Quota Management

 

3. Select a quota file you would like to download so that you can add values to it and then upload into Clari. You can download multiple files at once. After you make your selections, click Download a CSV File for Quota Upload.

 

Note: The file will be in your browser downloads.

 

 

After your download is complete, if you look at it you can see CRM_USER_ID and USER_ID are now populated along with OBJECT_ID and OBJECT_VALUE for entity based quota values. 

 

4. After entering values in the csv file, navigate back to quota management and upload the file.