What if there are changes to my team or my organization that would affect the data in Trend?

For changes to staff and team realignments, Trend will turn to historical win rates from individual reps.

For changes to forecast categories or stages, Clari can re-map historical data to align with your new forecast categories and stages.

For changes to fiscal periods, Clari will begin looking at your new fiscal periods/quarters, and there will be a transition period. 

Be sure to review these and other change scenarios with Clari so that we may optimize Trend for your organization.