Clari Sales Forecasting Tool


Welcome to this week’s installment on planning and forecasting for your small business! Head over to our Youtube channel and take a look at this article from Cision PR Newswire to learn more.

In our planning segment this week, we want to tout a new forecasting tool called Clari. It’s a new tool specifically for sales forecasting. If you’ve heard any of our blogs before, we’re always talking about how difficult forecasting is, but this is the most important. Without sales, no organization can operate for very long. But what’s really special about this particular tool is it does funnel forecasting. That may not be a term you are familiar with, but you ought to, because funnels are part and parcel to a sales process, especially a digital sales process. If you think of a stack of funnels, you do all the work to get people into the top funnel to hear your message, and many times there are three, four, five, maybe even six more funnels before you convert them to a sale.

So with Clari, you can build in your funnels, and it will give you tools to help you forecast the funnels. It also does segment forecasting–perhaps you’re selling into different segments of the economy or businesses. It does usage based forecasting, and account planning insights, so it can analyze data from your actual accounts and help you find insights to do more forecasting. And on top of this, it does multiple scenarios, because we all know after 2020, whatever planning we did for 2020 was thrown out the door by March 10th, so we had to do multiple scenarios. The other feature is adaptive metrics, so again it’s a really powerful tool. We encourage you to check it out if you are actively engaged in forecasting. We think you’ll find it very useful if your infrastructure can deal with handling such a tool.

As always, if there’s anything we can discuss with you about that, or you’d like to call us, just reach out!

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