# Clari Forecast Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Is Clari Forecast the right Sales Forecasting solution for you? Explore 19 verified user reviews from people in industries like yours to make a confident choice. Source: https://www.capterra.com/p/10021851/Clari-Forecast/reviews --- Clari Forecast 4.5 (19) [View alternatives](https://www.capterra.com/p/10021851/Clari-Forecast/alternatives/) Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/) * * * Last updated March 13th, 2026 # Reviews of Clari Forecast Ease of use 4.3 Customer Service 4.6 ## Showing most helpful reviews Showing 1-19 of 19 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use Jonathan E. VP of Sales Computer Software Used the software for: 1-2 years ### "Clari makes SFDC Extract Forecasts Easy" September 15, 2023 5.0 Pros Clari just makes pipeline viewership so much more simple and allows Rep to update your everything much quicker vs SFDC Cons The only real con to Clari is that it does not have automated alerts to email when something changes in the forecast. Review Source CR Chuck R. Enterprise Account Executive Computer Software Used the software for: Less than 6 months ### "The Best Forecasting Tool I have Used In 20 Years" September 2, 2022 5.0 This is the easiest, simple, best forecasting tool on the market. I have used several in my 20 year career, but the ease of use really stands out. I thought it would take weeks to fully understand all of the features, but I was up and running in minutes. Pros The ease of use is what stands out the most. The way Clari integrates with SFDC is seamless and pulls all the right info. Dashboards make it super easy to understand. It takes me less than 5 minutes to submit my forecast and lets me see the areas that need work. It saves so much time during my forecast call. Cons I think the systenm is top shelf. I personally need to do a better job of understanding the ap so that I can have all the benefits of the mobile experience. Review Source VR Verified Reviewer Enterprise Account Executive Computer Software Used the software for: Less than 6 months ### "Decent tool" January 10, 2018 3.0 Pros Clari is a good forecasting tool for teams. The integration is nice with Salesforce and pulls relevant information. Cons The usage is still very foreign. Not sure if teams use this for opportunities or strictly for forecasting. Review Source VR Verified Reviewer Channel Sales Representative Computer Networking Used the software for: 2+ years ### "Making SFDC easier to use" November 27, 2018 4.0 Pros I like that it brings in all the data I need to see from SDFC in one place. It is easy to change dates and move deals through the pipline compared to reports in SFDC. Cons I wish it had more features. I still have to use SFDC for all the heavy work. Notes, etc. Review Source BE Brice E. Account Executive Computer Software Used the software for: 6-12 months ### "Clari for ICs" December 1, 2022 4.0 Pros Easy to use and manage expectations of leadership month to month. Allows you to plan and understand what gaps need to be filled with pipeline and refocus your time if needed. Cons Dashboard and views can be difficult to set up and replicate. Not a crucial function for an IC but nice to have. Review Source VR Verified Reviewer Sales Strategy and Operations Leader Internet Used the software for: 1-2 years ### "World class software and support" January 23, 2019 5.0 We use Clari for all of our sales forecasting and management. It has been a great product experience all around from the UI to support. Pros This software is very intuitive and solves all of our sales forecasting needs. The support and customer success is stellar as well. Cons For best-in-class software, they definitely charge a premium price. Review Source KS Ken S. Account Manager Computer Software Used the software for: 6-12 months ### "This software has changed the way our company forecast up" March 31, 2021 4.0 Overall this has changed the way I forecast my book of business. In the past it was tough to keep track of all the numbers (commit, best case, etc.) Now Clari just keeps track of that for me from week to week and month to month, which has provided more consistency. Our leadership team also appreciates how easier it is to roll up forecasts for an entire team - not only does sales use Clari, but our CS and finance teams use it to forecast the company's revenue upward to our C-suite. Pros Love the ability to forecast opportunities Love the ability to forecast renewals Love the direct sync to Salesforce so I don't have to update 2 platforms and double the workload Cons Like most softwares, it took a while to get use to using Clari due to the complexity of the platform. That led to some initial hesitancy. Review Source VR Verified Reviewer Named Enterprise Account Manager Computer Software Used the software for: 1-2 years ### "Friendly UI with strong ability to automate tasks" July 21, 2018 4.0 Pros Really love how Clari allows me to quickly forecast, see all my opps in one place, update SFDC data without traveling to SFDC, quickly submit a forecast from my phone and see the "health" of each of my opps. Cons When using Clari via my laptop and I have to forecast 6 categories which span a distance greater than my laptop screen, I have to click right arrow over, double click a forecast category and hit enter. I cannot scroll right otherwise it jumps from start to end. It's like seeing the first half of a pdf and when scrolling down it jumps straight to page 2 without letting you see the bottom half. A little frustrating. Review Source Ricardo B. Services Account Manager Americas Intl Computer Networking Used the software for: 6-12 months ### "Easy single glass panel" July 29, 2021 5.0 I use it everyday to have a clear vision of my team's opportunities, movements back an forth, changes in value, deals closed or lost, etc. A Tactical control panel extemely useful. Pros Easy to use, all the important things at fingertips, user interface customizable and clear Cons Reports could be easier to export into other formats Review Source Jeff R. Vice President Market Research Used the software for: 1-2 years ### "Powerful" August 24, 2019 5.0 Pros The power and accuracy of the tool's predictive analytics is absolutely amazing. It has given us the ability to product sales numbers to within 2% MoE Cons A bit of a black box when it come to integrations, but we know they're there and they work. Review Source CR Chris R. AE Used the software for: 2+ years ### "Love Clari..use it every day" June 22, 2018 5.0 Pros Easy to use, create new views to sort my business. Also, like for forecasting to easily plug in weekly numbers Cons Only feedback would more granular reporting similar to native SFDC. (Example: create a view with a keyword in the comments section) I would also love to tabulate numbers similar to a spreadsheet. Review Source CR Corey R. Corporate Sales Representative Used the software for: 6-12 months ### "Successfully use it for forecasting accuaracy" June 22, 2018 5.0 Being able to successfully track and manage deals from a single source (scree) and integration with salesforce is a definite plus Pros editing capabilities and ability to custom make views, also ability to custom make your filters based on the info you want to see Cons hard to learn at first but easy once you get the hang of it . Have not tried support - but peers have helped me learn the product successfully Review Source VR Verified Reviewer Sr. Revenue Analyst Financial Services Used the software for: Less than 6 months ### "So far so good" November 8, 2022 5.0 Pros Intuitive and feature rich, does exactly what we need it to do for managing and viewing pipeline Cons Not super flexible if you want to adjust some defaults, but it is out of the box quite good, which is commonly the tradeoff. Switched from [InsightSquared](https://www.capterra.com/p/130588/InsightSquared/) Features and cost Review Source ES Esmat S. MAM SP Telecommunications Used the software for: 1-2 years ### "Excellent System" June 23, 2018 5.0 business view Pros I like the features , specific to month, quarter and weekly view . I use it in a daily bases to get a complete view of the business. Cons updating the opportunities on one tap - I mean rather than going to SFDC and back to Clari , it should be integrated Review Source VR Verified Reviewer Sales Operations Specialist Computer Software Used the software for: 6-12 months ### "Good looking product, lacks some functionality." November 26, 2019 4.0 Pros The look of the reporting is solid. Implementation reps were nice. Cons It did not have some of the key functionality we were led to believe the software had. Review Source JR Josh R. Sr. Account Executive Computer Software Used the software for: 6-12 months ### "Helpful forecasting tool but could be so much better if it took a few pages out of Scratchpad's book" March 24, 2022 4.0 Pros It's layout of your pipeline, in-line editing for next steps, and it's forecasting abilities. Cons It's lack of ability to make updates to opportunities. As I mentioned in the title, Clari is great for forecasting but not so much for keeping pipelines clean. Review Source CS Chris S. Names Account Manager Used the software for: 1-2 years ### "Mostly great. " June 22, 2018 4.0 time savings Pros Time savings it provides. TO quickly provide and read data needed to do my job. Saves me from Logging into complex Salesforce screens daily. Cons 1 out of 10 times I enter something in - it reverts back to previous data. and does not change it. Mobile site is good. Sometimes ( 1 in 3 ) there is a noticeable lag in response time. Review Source CL Calvin L. Sales Director Information Services Used the software for: 1-2 years ### "Easy to use and user friendly" June 23, 2018 5.0 Pros User friendly is key point. easy to use in mobile, desktop and anywhere, any time. Simple in interface. Cons Need some training for doing report and dashboard even it is easy to use as may miss a lot of key values. Review Source MB Mark B. Account Executive Computer Software Used the software for: Less than 6 months ### "Clari helps my management team with weekly reporting upstream" February 14, 2020 4.0 Clari is a great product for management and executive teams but the value needs to be improved for the average sales rep so we can use this on something other than reporting our commits, best cases, and expected revenue. Pros 1:1 meetings are faster with my management team Cons It doesn't integrate with Dooly.ai which impacts my reporting abilities. 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