Reps: Calling Your Number
Clari Forecast allows you to see all your deal and forecast information in one place, on one page, in real time. Clari Forecast will reflect your forecasting process and deadlines. 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 call(s).
Before entering your forecast, be sure to first update your deals in Clari with the latest information. You can update your deals in the Opportunities Module in Clari Web.
Forecast in Clari Web
To forecast in Clari Web, go to the Forecast Module.
1. The grid displays your quota, closed amount to date, and your calls to make.
2. The summary in the right-side panel updates as you click from one field to another (i.e. Commit, Upside, etc.) and displays the opportunities that support that call.
3. Click Expand Details to see more details for deals in that category in the Opportunity Module and verify that you have enough coverage.
4. Double-click on the fields in Forecast to enter your call(s).
If you're forecasting for multiple business lines, you'll see a tab for each business line. Repeat the steps above for each business line/tab. You're done once your cells are complete.
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.
Updating Your Call and Other Reference Fields
In the grid, editable fields have an edit icon 
when you hover over them.
To update the field, click that edit icon and make your changes.
Forecast In Clari Mobile
- From the Home Screen tap on Update Forecast. If you have multiple tabs, select one tab
- In the Forecast Summary, tap on each category to enter a number for each call.
- Tap Save for each call.
Repeat for each line of business you are asked to forecast. When you're done, tap Submit Forecast at the bottom of the screen to submit your forecast calls.
Monthly Forecast Calls
If you forecast monthly, then scroll to the right of the grid in Forecast to find your monthly forecast call fields. Click on a field to update that call (just as you would click on any forecast call for the quarter to update that number).
Enter your number for the month (and any notes as needed), and click the Save button.
Repeat these steps for each monthly call.
