Sales Collaboration

Empower your organization with Claret's Sales Collaboration tool. Participate in creating a sales plan at any level, reconcile quantities, and build a comprehensive supply chain plan.

Sales Collaboration is a planning tool that allows people across the organization to participate in creating a sales plan at any level in the Item hierarchy and/or Customer Group hierarchy. Through reconciliation the quantities end up at the lowest level Item @ Customer Group in the Sales data. This allows the sales team or marketing team to enter a forecast at a higher level while allowing the supply team to get the details they need to build out the rest of the supply chain plan.

Data can be viewed across multiple hierarchies and forecast types. For details on how sales data can be viewed, see Managing Views

Data can then also be collaborated on and updated. For details on how to make updates, see Collaborating on Sales Data