Historical Value Mapping
Sometimes, you may need to retire your old stages and/or forecast categories and create new ones to align with a new business process or rename your stages or categories because you're implementing new terminology.
When this happens, the Analytics Modules in Clari (Pulse, Trend, Waterfall, and Flow) need to know how certain old or inactive stages or categories correspond to your new or active stages or categories.
Reach out to your CSM and let us know which old or inactive stages should map to which new or active stages, and we will configure this mapping for you. Once configured, your Advanced Ops and Basics Ops Admin users in Clari can view the mapping and make minor adjustments in the Historical Value Mapping Admin Module. Read-Only Admin users will only be permitted to view the mapping in the Historical Value Mapping Admin Module.
Note: In this article, we will use the stage field and stage values as our example. However, other fields for which you might need to map old values to new values can also be added to Historical Stage Mapping. Another example of a field that you might need to add to Historical Value Mapping is Forecast Category. However, only picklist type fields can be added to Historical Value Mapping.
Admin Permissions
Some Clari Admins have permission to edit Historical Value Mapping while others only have access to view it.
- Advanced Admin: Full permissions to view and edit (update and delete) Historical Value Mapping.
- Basic Admin: Full permissions to view and edit Historical Value Mapping.
- Read-Only Admin: Read-only permissions, no editing rights.
Navigating Historical Value Mapping
If you have Historical Value Mapping set up, then a Clari Admin can set this up with these steps. If you don't have it set up, your Admin can reach out to your Clari CSM.
1. Go to Studio Analytics Module Settings
2. At the top, click Historical Value Mapping
In Historical Value Mapping, you'll see your values (i.e. Prospecting, Qualification, Customer Validation, Negotiation, Closed Won, Closed Lost) under the Value column. You'll also see the value that each of those values maps to in the Map to Value column.
A number of values will map to themselves—the values that you're currently using, for example. In the example above, the active Qualification value maps to itself.
If you have an old value (i.e. Negotiation) that has been retired in your CRM, then you'll see it listed under the Value column with the status Inactive. The Map to Value column will show you which of your new/active values the old value maps to. In the image above, the inactive "Negotiation" value maps to the active "Business Case" value.
Mapping Inactive Values to Active Values
We call the currently configured values in your CRM your Active Values. When you click on a field to edit its historical value mapping, your Active Values will be listed first in the popup that appears. These should include the values that you are currently using or implementing.
Inactive Values
You'll also see Inactive Values listed in Historical Value Mapping. These are values that are no longer in use in your CRM.
If you update your stages according to a new business process, for example, then your Inactive Values would include the old stages that you've retired in your CRM and your Active Values would include the new stages that your old stages need to map to.
Note: You should be certain that each of your retired/inactivated values is mapped to one of your Active Values as appropriate! Otherwise, the Analytics Modules (Pulse, Trend, and Flow) will treat the inactive value (i.e. Negotiation) as if it is currently in use—it will be treated as its own breakdown field with its own conversion rates, for example, instead of mapping to its corresponding active value (i.e. Business Case) as appropriate.
Note: If changes are made to any of the historical value mapping, the changes will only take effect after the next data refresh. Please check out our article on Data Refresh Intervals for more details.
