Quick Start: Sales Collaboration

Quick start guide for Sales Collaboration — how to access the module, select a view, enter and update a sales plan, understand reconciliation, and export data.

What You'll Learn

Sales Collaboration is a planning tool that allows people across your organization to participate in creating a sales plan at any level in the Item and Customer Group hierarchies. After this guide, you'll be able to navigate to Sales Collaboration, select a view, understand the grid layout, and enter or update sales plan data.

Before You Begin

Your admin should have already:

• Set up Items, Customer Groups, and Item @ Customer Groups

• Configured at least one Sale Type (e.g., Budget, Forecast)

• Created a workspace view for you to use

If the module page is empty or you can't see any data, check with your admin that the setup is complete. See Setting Up Sales Collaboration for what's required.

Step 1: Access Sales Collaboration

Navigate to Sell > Sales Collaboration in the left navigation menu.

Step 2: Select a View

1. Click the view name in the top-right of the header bar

2. Select a workspace view from the dropdown or stick with the current selection — this is a view your admin has set up for the team

3. The grid will load with the data configured for that view

A grid will load based on the view configuration

If no workspace views are available, you can create a personal view. See Using Sales Collaboration for detailed view configuration instructions.

Step 3: Navigate the Grid

The Sales Collaboration grid shows your sales data organized by hierarchy:

• Left column — shows either Items or Customer Groups, depending on the view's hierarchy layout. Click the arrows to expand and see sub-levels.

• Top header — shows the alternative hierarchy. Use the dropdown at the top to select which level you want to view data at.

• Data columns — show monthly values for each row type configured in the view (e.g., Budget, History, Forecast).

To drill into more detail:

• Expand hierarchy rows — click the arrow next to a row to see its children

• Change the hierarchy level — use the dropdown picker at the top to view data at a different aggregation level (e.g., from "All" down to a specific region)

Sales Collaboration with the Item hierarchy expanded

Step 4: Enter or Update Sales Data

If a row is configured as editable (set by your admin in the view configuration):

1. Click on a cell in an editable row for the month you want to update

2. Enter the new value

3. The value is saved automatically

Editable cells are highlighted so you can see where data can be entered

Be careful when editing values. Any changes you make will replace existing data for that cell. If you're unsure which rows are editable, check with your admin or look at the view configuration.

Step 5: Understand Reconciliation

When data is entered at a higher hierarchy level (e.g., "All Domestic" rather than individual customer groups), Claret automatically reconciles the data down to the lowest Item @ Customer Group level.

This means:

• You can plan at whatever level makes sense for your role

• The detailed data that supply chain teams need is generated automatically

• Reconciliation runs when you save data at a higher level

How reconciliation flows higher-level data down to the Item @ Customer Group detail level

For more on how reconciliation works, see Collaborating on Sales Data.

Understanding the Data

Row Type	What It Shows
Sale Type (e.g., Budget)	A single sale type's data for a chosen calendar
Hist/Fcst	History for past months, forecast for future months — switches at the configured forecast start date (in Application Settings)
Equation	A calculated row (e.g., the difference between Budget and Hist/Fcst)

Trend charts may also appear as a column if enabled in the view, showing a sparkline of each row's data over time.

Common Questions

Can I edit any cell in the grid?

Only cells in rows marked as "can edit" in the view configuration are editable. Your admin controls which rows are editable in workspace views. If you create a personal view, you can set this yourself. Your admin may have also constrained your permissions to only be able to edit certain items and customer groups. If you are not able to edit data you are expecting to, contact your admin.

What happens when I enter data at a higher hierarchy level?

The value is reconciled down to the lowest Item @ Customer Group level proportionally. This means downstream modules like Make Planning receive the detail they need.

How do I see data for a different time period?

Time periods are tied to the calendar configured in each view row. To see a different fiscal year, your admin can add another row with a different calendar, or you can create a personal view with the calendar you need.