Submit your forecast confidently by categorising each deal and explaining any differences from Clari's AI prediction.
Forecast submission is one of the most critical activities for any sales rep. Clari makes it easy by showing you all your deals in one view, letting you categorise each one by confidence level, and automatically submitting your total forecast to your manager.
This guide walks you through the submission process so you can forecast confidently by categorising each deal and explaining any differences from Clari's AI prediction.
Produce a leadership-ready revenue intelligence report combining pipeline, forecast, win rates, and deal health — replacing manual Excel reports.
Ensure your team has enough pipeline to hit quarterly targets — and take action if coverage is insufficient.
Surface gaps between what reps commit and what Clari's AI predicts — and coach reps on the underlying issues.
Go to Forecast in the left navigation.
For each open deal, select your confidence category: Commit (highly confident this deal closes this quarter), Best Case (could close this quarter if everything goes well), Pipeline (unlikely to close this quarter), or Omit (remove from this quarter's forecast entirely).
Once all deals are categorised, your total forecast number is submitted to your manager automatically.
Add a note to any deal where your view differs from Clari's AI prediction to explain why.
Imagine you're a rep with [number] open deals in [quarter]. You open the Forecast view on [day] afternoon before the [deadline]. **Deal [number]:** [Company Name - $[amount]] Clari AI prediction: [category] Your view: [category] Action: Select **[category]**. [Add or omit note based on agreement with AI]. **Deal [number]:** [Company Name - $[amount]] Clari AI prediction: [category] Your view: [category] Action: Select **[category]**. Add note: "[Explanation for difference]." **Deal [number]:** [Company Name - $[amount]] Clari AI prediction: [category] Your view: [category] Action: Select **[category]**. Add note: "[Explanation for difference]." You continue through all [number] deals. Once the last deal is categorised, Clari automatically submits your total forecast.
Use Clari analytics to see which lead sources produce your highest conversion rates — and focus your time accordingly.
Identify deals where only one contact at the customer company is engaged — a high-risk situation that needs immediate attention.