Agent skill

clari-core-workflow-b

Build Clari revenue analytics: pipeline coverage, forecast accuracy, and rep performance dashboards from exported data. Use when analyzing forecast accuracy, building attainment reports, or creating executive revenue dashboards. Trigger with phrases like "clari analytics", "clari dashboard", "clari forecast accuracy", "clari pipeline coverage".

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SKILL.md

Clari Core Workflow: Revenue Analytics

Overview

Build revenue analytics from Clari export data: forecast accuracy tracking, pipeline coverage analysis, rep performance dashboards, and forecast call change detection.

Prerequisites

  • Completed clari-core-workflow-a (export pipeline)
  • Historical forecast exports for accuracy tracking
  • Pandas/SQL for data analysis

Instructions

Step 1: Forecast Accuracy Analysis

python
import pandas as pd

def calculate_forecast_accuracy(
    forecasts: list[dict], actuals: list[dict]
) -> pd.DataFrame:
    df_forecast = pd.DataFrame(forecasts)
    df_actual = pd.DataFrame(actuals)

    merged = df_forecast.merge(
        df_actual[["ownerEmail", "crmClosed"]],
        on="ownerEmail",
        suffixes=("_forecast", "_actual"),
    )

    merged["accuracy_pct"] = (
        1 - abs(merged["forecastAmount"] - merged["crmClosed_actual"])
        / merged["forecastAmount"]
    ) * 100

    merged["variance"] = merged["crmClosed_actual"] - merged["forecastAmount"]

    return merged[["ownerName", "forecastAmount", "crmClosed_actual",
                    "accuracy_pct", "variance"]].sort_values("accuracy_pct")

Step 2: Pipeline Coverage Report

python
def pipeline_coverage_report(entries: list[dict]) -> dict:
    df = pd.DataFrame(entries)

    return {
        "total_pipeline": df["crmTotal"].sum(),
        "total_closed": df["crmClosed"].sum(),
        "total_quota": df["quotaAmount"].sum(),
        "total_forecast": df["forecastAmount"].sum(),
        "coverage_ratio": df["crmTotal"].sum() / df["quotaAmount"].sum()
            if df["quotaAmount"].sum() > 0 else 0,
        "close_rate": df["crmClosed"].sum() / df["crmTotal"].sum()
            if df["crmTotal"].sum() > 0 else 0,
        "attainment_pct": df["crmClosed"].sum() / df["quotaAmount"].sum() * 100
            if df["quotaAmount"].sum() > 0 else 0,
        "at_risk_reps": len(df[df["forecastAmount"] < df["quotaAmount"] * 0.7]),
        "on_track_reps": len(df[df["forecastAmount"] >= df["quotaAmount"] * 0.9]),
    }

Step 3: Forecast Change Detection

python
def detect_forecast_changes(
    current: list[dict], previous: list[dict], threshold_pct: float = 10.0
) -> list[dict]:
    curr = {e["ownerEmail"]: e for e in current}
    prev = {e["ownerEmail"]: e for e in previous}

    changes = []
    for email, curr_entry in curr.items():
        prev_entry = prev.get(email)
        if not prev_entry:
            continue

        prev_amount = prev_entry["forecastAmount"]
        curr_amount = curr_entry["forecastAmount"]

        if prev_amount == 0:
            continue

        change_pct = ((curr_amount - prev_amount) / prev_amount) * 100

        if abs(change_pct) >= threshold_pct:
            changes.append({
                "rep": curr_entry["ownerName"],
                "previous_forecast": prev_amount,
                "current_forecast": curr_amount,
                "change_pct": round(change_pct, 1),
                "direction": "up" if change_pct > 0 else "down",
            })

    return sorted(changes, key=lambda x: abs(x["change_pct"]), reverse=True)

Step 4: SQL Analytics Queries

sql
-- Forecast accuracy by quarter
SELECT
    time_period,
    owner_name,
    forecast_amount,
    crm_closed AS actual_closed,
    ROUND((1 - ABS(forecast_amount - crm_closed) / NULLIF(forecast_amount, 0)) * 100, 1) AS accuracy_pct
FROM clari_forecasts
WHERE time_period = '2025_Q4'
ORDER BY accuracy_pct DESC;

-- Pipeline coverage trend
SELECT
    time_period,
    SUM(crm_total) / NULLIF(SUM(quota_amount), 0) AS coverage_ratio,
    SUM(crm_closed) / NULLIF(SUM(quota_amount), 0) AS attainment
FROM clari_forecasts
GROUP BY time_period
ORDER BY time_period;

Error Handling

Error Cause Solution
Division by zero Zero quota or forecast Add NULLIF guards
Missing previous period First export run Skip change detection
Accuracy > 100% Overachievement Cap at 100% or allow for analysis
Stale data Export not refreshed Run clari-core-workflow-a first

Resources

Next Steps

For error troubleshooting, see clari-common-errors.

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