Managers and Execs: Calling Your Number
Overview
Clari Forecast on the Web allows you to see all of your critical deal and forecast information in one place, on one page, in real time. Calling your number takes only a few steps!
Your organization may require you to enter your forecasting weekly, monthly, or quarterly. Be sure to confirm your organization's Forecast schedule and deadlines to submit your calls. Clari's Forecast Status will also indicate when your forecast call is current, needs to be updated, or is overdue.
Calling Your Number In Clari Web
To call your number in Clari Web, you go to the Forecast Module.
a. Use Quick Submit in the top right or click on the editable forecast call fields to enter your forecast call. Editable fields have a pencil/edit icon.
b. Quota & Gap to Go: What are your overall target(s), and what's left to close?
c. Use the down arrows to see what your direct reports are calling. You can also click on their names to drill down and see what their team members are calling.
d. Forecast Summary: Your forecast call, your Adjusted Rollup for your team (if you have made adjustments, your Team Rollup, and the pipeline for you and your reports. This dynamically updates as you click from one Forecast cell to another.
e. You can click Expand Details to open the grid and see more details about the deals that make up that category in Opportunities and verify that your deals are progressing towards closing and that you have enough coverage.
Note: If you are forecasting for multiple business lines, you will see a tab for each business line. Repeat these steps for each business line.Once your cells are complete, you have completed your forecast submission in Clari Web!
Forecast Statuses
Each Forecast tab and row will have a status:
- Incomplete (red X icon): A call has not been saved in this field (the field is blank).
- Overdue (yellow clock icon): The call in this field has not been updated within your current forecasting period. The field is not blank, but the number that's entered is from a previous forecasting period.
- Complete (green checkmark icon): The call in this field is from this forecasting period. The number in this field is an up-to-date forecast call.
Note: If you don't see the Team Rollup in blue under your forecast call (like $42,400,000 here):
That's because at least one of your team members has an incomplete status for their forecast call, so you will not see the Team Rollup in blue in your own row.
Team members who haven't submitted a call will see this red, incomplete status:
To fix this issue, just make sure everyone submits their calls.
Forecast Manager Adjustments
Depending on your organization's settings, you may have the ability to double-click on the calls made by any of the reps on your team and adjust them.
Updating Your Call and Other Reference Fields
When you look at the grid, all the editable fields have an edit button 
in the top right of the field. To update the field directly, just click that edit button and make your changes.
Calling Your Number in Clari Mobile
Review Your Team and Pipeline
- In the Forecast card in the home screen, tap View Team. If they’ve submitted their call(s), you will see their call details.
- You can drill down into your team members' reps too. Just click the down carrot on their names:
Review your pipeline via Saved Views.
Make your Call
1. From the home screen, tap Update Forecast.
2. If you are entering calls for multiple business lines, select one business line
3. Tap each forecast category to enter your call for each one.
4. Enter your number and any notes as appropriate.
5. At the bottom of the screen, tap Submit Forecast.
Repeat these steps for each business line.
