clari-core-workflow-b

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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".

AI & Automation 2,266 stars 315 forks Updated today MIT

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# 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_forec...

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Author
jeremylongshore
Repository
jeremylongshore/claude-code-plugins-plus-skills
Created
7 months ago
Last Updated
today
Language
Python
License
MIT

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