Weekly Forecasting
If you forecast weekly, then you can find your monthly forecast call fields in the Forecasting Grid. Clari can support simple weekly forecast calls (i.e., a single Commit) that are used to ensure everyone is thinking about the weeks if you do not need to ensure that the weeks roll up into the months within the quarter.
Clari does not support guaranteed mapping between the weeks and months due to scenarios such as a defined week actually spanning across 2 months.
Our best practice recommendation is to include columns for your forecast calls for the current week and the next week of the quarter.
| Quarterly Commit | Month 1 Commit | Month 2 Commit | Month 3 Commit | Current Week Commit | Next Week Commit |
|
$270k
|
$90,000
|
$100,000
|
$80,000
| $$* | $$* |
You may also see columns for all the weeks in the quarter, depending on your organization's configuration.
| Week 1 | Week 2 | Week 3 | Week 4 | Week 5 | Week 6 | Week 7 | Week 8 | Week 9 | Week 10 | Week 11 | Week 12 | Week 13 |
|
$$*
|
$$*
|
$$*
|
$$*
| $$* | $$* | $$* | $$* | $$* | $$* | $$* | $$* | $$* |
*Note: Clari will not sum your weekly forecast calls to compare them to any monthly or quarterly forecast calls that you have.
In either case, double-click on the appropriate call field to submit/update your forecast call for any week.
Clari does not update the quarterly forecast as soon as the week closes in case 1 or more opportunities slip from week 1 to week 2 (or week 2 to week 3, etc.), but not out of the quarter entirely — we do not want to assume that your quarterly forecast needs to be lowered in such cases.
