The only forecasting tool youll need
October 21, 2025
The only forecasting tool youll need
Score 10 out of 10
Vetted Review
Verified User
Overall Satisfaction with Clari
Our GTM teams use Clari heavily! We had challenges with Gainsight and renewal forecasting, and Salesforce for forecasting. Now we have a clear dashboard on where accounts are at whether it's churn, flat renewals, multiyear deals, expansions, net new opps, etc. Every Monday we jump into the platform and forecast - not just the current quarter but about 3 quarters out. Since having Clari we've reduced back and forth between ELT and individual contributors because we no longer need to ask where an opp is at because it's all in the platform.
Now we have clear information and can identify risk sooner. We're able to pull in others for at risk accounts or net new deals which has helped us improve our NDR and GDR.
We're also able to export data into an Excel Spreadsheet for further filtering and segmentation.
Some of the dashboard reports we've created are to help with forecasting every quarter. Example: CSMs see all their accounts for the quarter and forecast any predicted churn. If there are any upsell opps created in Salesforce, it'll pull in that ARR amount and CSMs can see their OKRs.
Now we have clear information and can identify risk sooner. We're able to pull in others for at risk accounts or net new deals which has helped us improve our NDR and GDR.
We're also able to export data into an Excel Spreadsheet for further filtering and segmentation.
Some of the dashboard reports we've created are to help with forecasting every quarter. Example: CSMs see all their accounts for the quarter and forecast any predicted churn. If there are any upsell opps created in Salesforce, it'll pull in that ARR amount and CSMs can see their OKRs.
Pros
- Renewal and Upsell Forecasting
- See Performance by individual on Quarterly Goals
- Better transparency and collaboration with forecast clarity and detailed notes
- Easy to update opps in Clari that connect to Salesforce without switching tools
Cons
- Sometimes we'll update everything and it won't save so GTM teams have to do it again. Not sure if it's whenever we do platform updates.
- As a manager I'm not able to reorder my teams names in the rows. I have to ask our Admin to sort A-Z which is time wasted
- Because CS is able to identify risk earlier in their forecasting, we've been able to address at risk accounts faster/pull in ELT sooner which has improved our renewal rate.
- We've also been able to catch ARR errors in Salesforce which is connected to Clari. Now we have cleaner more reliable data to report on.
Gainsight was clunky. We had a dashboard for CS renewals but it was difficult to update. If you typed something and didn't save, and you started updating another opportunity's notes, your previous notes would not save.
With Clari it auto saves
With Clari it auto saves
Do you think Clari delivers good value for the price?
Yes
Are you happy with Clari's feature set?
Yes
Did Clari live up to sales and marketing promises?
Yes
Did implementation of Clari go as expected?
Yes
Would you buy Clari again?
Yes
Comments
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