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We designed Dynamic Forecasting to give executives confidence in answering the most important question of all: Not “Am I going to hit my number” (remember, that’s table stakes), but: How am I going to exceed my number?

So how did we do it? We made Dynamic Forecasting not just predictive, but also real-time and actionable across the entire sales team — from the CEO all the way down to the individual rep. Unique among other approaches, Clari Dynamic Forecasting:

  • Speaks Your Language
  • Tracks Every Update
  • Compares Live Against Salesforce
  • Gives You a 360 Degree View
  • Captures Updates on the Go

Most forecasting solutions rely on static data captured periodically from the CRM system, where the live data lives. They require deliberate updates and data entry, and once configured, they are difficult to change. Spreadsheet forecasting is the old status quo, but forecasting can no longer afford to be static. When your opportunities, deal statuses, and rep activity are changing constantly, your forecast has to change too. Forecasting has to be agile, flexible, state-of-the-art — and connected to all the data sources that matter, including calendar and email.

It has to be dynamic.

That’s why we built Clari Dynamic Forecasting. Sales leaders need a forecasting solution that can match the pace of their business. It needs to be simultaneously simple and insightful, both detailed and automatic. We found the answer in data science. Dynamic Forecasting uses machine learning to track activity on your deals, customer engagement, and updates to opportunities. 

David Bao
Senior Product Manager at Clari

The more complicated the problem, the more David loves to solve it! David is a seasoned product manager who mans the helm for Clari's mobile products as well as for Dynamic Forecasting. He keeps an ear open for our customers' toughest problems, and works hard to craft solutions that salespeople not only use, but love.

As an avid bay area sports fan, you might run across David at AT&T Park, Stanford Stadium, or SAP Center... whatever the season is!

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