Clari for forecasting
September 14, 2018

Clari for forecasting

Anonymous | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User

Overall Satisfaction with Clari

Clari is being utilized as the sales forecasting and pipeline management tool in our organization. While the primary use-case for Clari is to get a bottoms-up roll-up of sales forecasting it also provides advanced analytical modules like Trend, Pulse, and Flow which helps us in senior management as well as the executive team to get more visibility into the operational aspects of our business.

Pros

  • Forecasting
  • Trend Analytics
  • Pipeline Management

Cons

  • Beefing up the opportunity module to add certain features like predictive scoring, pacing, etc., to be added in the view for easier pipeline management.
  • Forecasting module can be more robust and allow for more flexibility in terms of the configuration of the module in terms of layout.
  • Streamlined Forecasting
  • Better Visibility into deals
Clari works really well for forecasting and in-quarter operational opportunity reporting.

I don't find Clari very useful for strategic reporting and analyses especially on metrics like AOVs and RPS.

Clari takes tons of snapshots and there is no way for end users to access them and that is something which would be very helpful if there is an option to read from their snapshot database.

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