Forecast Management Overview

Overview

 

Forecast Management Edits gives Clari Admins the ability to edit Field Settings, Formula Settings, and Tab Settings in their existing Forecast Configuration. For example, you can change a Forecast field name, without having to put in a configuration change ticket.

 

Clari Admins will be able to make edits and changes to their Forecast configuration — and see current configurations for fields you cannot edit with Read-Only Mode.

 

Let's take a look at the edits currently available for Admin to make in Forecast Management. 

 

Note: Any change in Forecast Management is instantaneous. If you make changes in Forecast Management today, your changes will immediately change in your Forecast instance.

 

Basic Edits

1. Tab Name - Edit the name of an existing tab
2. Field Name - Edit the name of an existing field
3. Gap Name - Edit the name of an existing Gap to Go field
4. Attainment Name - Edit the name of an existing Attainment field
5. Aggregation Field - Edit an existing Aggregation field
6. Sort Field - Edit the Sort of an existing field
7. Associated Field - Edit the Associated Field of an existing field
8. Field Description - Edit an existing Field Description
9. Calculation Fields - Edit field-level properties for an existing Calculation field
10. Display Format - Edit the display format of an existing field (e.g. change from $ amount to multiplier format)
11. Coverage Formula - Edit the coverage formula of an existing field

 

Read-Only Mode Edits

View Read-Only Config - If a change is not available to the end user, they will still be able to view the current configuration setting.

 

How to Edit Forecast Management Fields

1. Go to Clari Studio (top right)
2. Click the top-left menu  and then click Forecast Management

 

Forecast Management Settings Layout

 

 

a. Tabs Dropdown - Choose which tab you want to edit fields within

 

b. Fields List - This lists all of the fields in the selected tab, and you can choose which fields you want to edit

 

c. Field Name and Settings - This is where you can scroll through and edit the available settings for the selected field

 

d. Actions Dropdown - You can use Actions to reorder your selected tabs

 

 

Field Type

As an admin, you can view the Field Type of the field.

Supported field types to edit:

• Quota

• Forecast

• Read Only

• Calculation Fields (ARM)

• Reference

 

Field ID

Admins can view the Field ID for a given field. Field ID is the unique identifier of the field and is not editable

Period

Admins can change the fiscal time period of Forecast, Quota, and Read Only fields.

Period is the fiscal time period. You can pick between:

• Yearly

• Quarterly

• Monthly

• Weekly

Editing Fields

Note: You can save any of the following edits by pressing RETURN (mac) or ENTER (pc). You can also just click anywhere else on the screen to automatically save. 

 

Edit Field Name

To edit a Field Name, just type the desired name into a field. Click anywhere else on the screen or press ENTER to save. 

 

Edit Gap Name

You can edit the choose to add a Gap field/ calculate a Gap when configured to Gap to closed

If the field is not configured to Calculate a Gap, the option to edit the name will not be present

If you change Calculate Gap from None to Gap to closed, you must pick a quota

 

Edit Attainment Name

Let's say you want to change your attainment column name from "Closed" to "Booked." Find the Attainment Name from Settings and type the name you want to change to. 

 

 

Edit Associated Field

You can edit the associated field by selecting an available field from the picklist. If you associate a field with another field or change a field’s associate field, the order of the fields will change in the UI and in the list of fields in the sidebar.

 

Note: If the value is none, that means there are no fields available to be associated based on the current configuration (i.e., there are no other fields in the tab).

 

 

Edit Field Description

You can edit the field's description:

 

 

And that edited description will show up in a tooltip: 

 

 

Reorder Tabs

You can reorder the tabs for any Forecast module that has more than 1 tab. 

 

• Select a field and send it to the top or bottom
• Select a field and move it right below another field
• You can also reset your tab order to the order it was when they first opened the feature. (You cannot reorder to a previous configuration that you made — only to the default order).

 

You will get a green toast message if the change is successful and a red toast message if it is not successful.

 

How to reorder tabs: 

 

When you enter Forecast Management from Clari Studio, you'll automatically be inside the settings for your first tab. From here, you can reorder tabs.

1. Select Action in top right > Reorder Tabs. The Reorder Tabs popup will open.
2. Use   to the left of each tab name to drag and drop your tabs in the order you like and click Save.
3. There's also a search bar at the top of the Reorder Tabs popup if you want to search for a tab by name

 

 

Edit Display Format

You can edit the display format of Read-Only fields to an:

 

• Aggregation of Deal Size (e.g. 12,345 or $12,345).
• Multiplier (e.g. 1.2X)
• Percent (e.g. 12%)

 

Edit Coverage Formula

You can edit the coverage formula for Read-Only Fields. You can select:

• Coverage / Quota
• Coverage / (Quota - Closed)

 

 

View Read-Only Configuration

If a field is not editable, either because you have a configuration setting that does not allow you to edit (e.g., Edit Coverage Formula), or because the field is not editable, then you will see the configuration for supported fields (e.g. Field ID).

Here's an example of Read-Only fields in Forecast Management Editing: 

 

 

How To Edit Formula Settings

 

Edit Aggregation Field

You can change the field that is aggregated by picking another value in the available set of fields. This determines how the Opportunity totals are calculated in Forecast right side panel.

• If no specific values are defined in the aggregate section, then it will automatically total up 100% of the returned opportunities

• The picklist of fields is editable via Field Configuration

 

Here's an example of picklist fields available: 

 

Edit Sort Field

You can select and sort the opportunities that are present in that field’s right-side panel. The picklist of values comes from amount fields that are filterable in Field Configuration.

 

In the example below, the user has 3 values configured to filterable in Field Configuration, so those are the 3 fields they can sort here: