Clari

Clari is the category-defining revenue platform. It combines forecasting, pipeline inspection, deal intelligence, and time-series analytics in a single system. Most enterprise revenue teams standardize on Clari because it handles both bottoms-up rep submissions and top-down exec rollups, with native Salesforce sync and bidirectional write-back.

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Why it ranks here

  • The most mature forecasting product on the market, with the deepest feature set for multi-level rollups, scenario planning, and forecast version control.
  • Native integration with Salesforce means real-time sync, no middleware, and bidirectional field updates that sales ops teams trust.
  • Clari owns the largest install base in the category, which translates to the most polished UX and the most responsive support for complex org structures.

Where it sits

  • Clari sets the standard for completeness and maturity. If you need forecast accountability across a multi-level sales org, deal inspection workflows, and executive dashboards in one place, this is it.
  • The tradeoff: enterprise annual contract pricing and a three-month rollout with professional services. Not cheap, not fast.
  • BoostUp competes on price and speed to value. Gong Forecast competes if you already have Gong for conversation intelligence and want a unified platform.

How GTM Operations teams use it

  • RevOps configures the forecast hierarchy to mirror the sales org structure, then defines forecast categories (commit, best case, pipeline) and submission cadences.
  • Weekly forecast calls happen in Clari: reps submit their numbers, managers inspect deals and push back on at-risk commits, and executives roll up to a final company forecast.
  • Pipeline inspection workflows surface deals that have not progressed in 30+ days, missing next steps, or stalled engagement, allowing managers to coach in real time.
  • Time-series trending shows how forecast accuracy has evolved quarter over quarter, which helps RevOps identify which segments or managers need enablement.

In-depth notes

  • Pricing is opaque and varies widely by deal size; enterprise annual contracts for mid-to-large sales orgs. Clari does not publish a pricing page.
  • Implementation requires professional services for most orgs. Budget three months for setup, including Salesforce field mapping, forecast hierarchy config, and user training.
  • Clari Copilot (conversation intelligence) and Clari Groove (sales engagement) are separate SKUs. The core forecasting platform does not include call recording or sequencing.
  • Forecast submission UI is web-only. Reps cannot submit forecasts from Salesforce or mobile. Most teams run forecast calls in Clari on a shared screen.
  • Clari writes back to Salesforce custom fields (forecast category, commit amount, etc.). RevOps must manage field-level security and page layouts to prevent confusion.

Best for

Enterprise sales orgs (200+ reps) with multi-level hierarchies, complex forecast rollups, and executive demand for real-time pipeline visibility.

Avoid if

You are a small sales team with simple forecast needs, or you cannot justify enterprise-tier forecasting software costs.

The rest of Forecasting & revenue intelligence

#2 BoostUp Leader AI-native forecasting and revenue intelligence platform that competes on speed to value and transparent pricing. #3 Gong Forecast Strong Forecasting module inside the Gong Revenue Intelligence platform, combining conversation data with pipeline analytics. #4 Aviso Strong AI-first revenue intelligence platform with predictive forecasting, deal risk scoring, and guided selling workflows. #5 Mediafly Revenue Intelligence Strong Forecasting and pipeline analytics platform (formerly InsightSquared) now part of the Mediafly revenue enablement suite. #6 People.ai Revenue Intelligence Situational Revenue operations platform with forecasting, activity capture, and pipeline analytics, built on automated activity data. #7 Outreach Commit Situational Forecasting module inside the Outreach sales engagement platform, combining pipeline analytics with sequencing data. #8 Weflow Situational Lightweight forecasting and pipeline management tool built as a Salesforce-native Chrome extension and web app. #9 Ebsta Situational Pipeline intelligence and relationship tracking tool with lightweight forecasting, built as a Salesforce and Outlook extension. #10 Salesforce Revenue Intelligence Situational Native Salesforce forecasting and pipeline analytics, included with Sales Cloud Einstein licenses. #11 Collective[i] Niche Network intelligence and forecasting platform that uses anonymized data from the Collective[i] network to predict deal outcomes. #12 Xactly Forecasting Niche Forecasting module inside the Xactly incentive compensation management platform, combining pipeline analytics with quota and comp data. #13 SetSail Niche Revenue execution platform with activity capture, pipeline analytics, and lightweight forecasting, focused on rep behavior insights.

Learning guide

Advanced Time to value: 3-6 months with professional services

Setup

Connect Salesforce via OAuth, map opportunity stages to forecast categories (commit, best case, pipeline), configure the forecast hierarchy to mirror your sales org structure, and define submission cadences (weekly, bi-weekly).

First thing to build

Stand up a weekly forecast submission workflow for one sales segment: reps submit forecast categories per deal, managers inspect and adjust rollups, and executives see the consolidated company forecast in one view.

What actually matters

  • Define forecast categories (commit, best case, pipeline, closed) and map Salesforce stages to each category to establish submission rules.
  • Configure the forecast hierarchy to match your org chart: individual contributors roll up to front-line managers, then to regional directors, then to CRO.
  • Set up time-series snapshots to track forecast changes week over week, which enables accuracy trending and manager accountability reporting.
  • Enable deal inspection workflows with filters for stalled deals (no activity in 30+ days, missing next steps) to surface coaching opportunities during forecast calls.

Watch out

Clari trusts your Salesforce data as ground truth. If opportunity stages are inconsistent, close dates are stale, or deal owners are wrong, forecast accuracy will be garbage regardless of how well you configure the tool.