Use Clari Forecast & Inspect to submit and understand your forecast, inspect deals and pipeline, and prepare for revenue reviews.

Find your topic below, then open the overview for the area you need.

What's Included

Forecast

• Understand my forecast: For managers and executives. Read your forecast and see what is driving it.
• Submit my forecast: For reps. Enter and submit your forecast.

Inspect, analyze, and align

• Inspect deals & pipeline: For managers. Review deals and pipeline to decide where to focus.
• Analyze my pipeline: For managers and executives. Analyze the pipeline behind your forecast.
• Prep for QBR or revenue cadence: For managers and executives. Prepare for quarterly business reviews and revenue cadence meetings.
• Align with my buyer: For reps. Stay aligned with your buyer on deal progress and next steps.

Integrations and help

• Clari Forecast Integrations: Connect Clari Forecast to the tools you use.
• Clari Forecast & Inspect Troubleshooting: Find answers to common questions and fixes for common problems.

Related Sections

• Getting Started Overview: set up your account and learn the interface.
• Sales Engagement Overview: build cadences and manage your pipeline.
• Admin Guides Overview: configure settings and permissions.

Resources

See Product Release Notes for recent changes. 

Need help? contact support or visit the Salesloft Community.