SALES COLLABORATION

Fast, reliable
team forecasting

Transform your sales forecasting with a single, collaborative platform. Drive sales efficiency, reduce errors, and meet your targets faster than ever before.

Feature Overview

Sales Collaboration screenshot
Sales Collaboration screenshot ver 2
Sales Collaboration

Enter your demand plans at any level

Simply choose the item level and customer group level you want and make your updates.  Don’t worry, the number you enter in will reconcile down to the lowest level.

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Customize your own sales collaboration page

Want to nerd out with the full wall of data approach 🤓 or go for that minimalistic vibe✨?  Go with what ever you want.  No matter how you set up your Sales Collaboration page, the data is all in one spot.

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Create your own equations

Looking to get even more creative and add your own equations? We can help with that. Common equations tend to be comparing different sales types and/or calculating the percent over or under between two sale types. You can simply type in the equation and have the result display in the Sales Collaboration page.

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How to get started

1. Sign up for Claret’s Sales Collaboration module.
(Start a free trial here)
2. We’ll help you integrate existing sales data and start collaborating in real-time
3. Utilize Claret’s forecasting and planning tools to make informed decisions
Claret’s easy-to-use platform has allowed our team to collaborate in a way that was before not possible through an individual system.
Drew Stroud, Operations Controller
Michael David Winery
Learn more about Sales Collaboration in our Documentation.
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Discover the benefits, best practices, and a free checklist to improve your S&OP
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