Sales Forecasting Sigma App Replaces $150K+ per Year Platform

A leading design and collaboration software company relied on Clari as its primary sales forecasting and pipeline management tool. At an annual cost exceeding $150,000, Clari licenses covered only about one-third of the roughly 300-person sales organization. The remaining two-thirds of reps had no direct access to pipeline metrics, forecast status, or deal progression data.

This created significant operational friction, requiring managers to routinely export and redistribute Clari reports to non-licensed team members – a manual process that quickly became outdated as metrics required updating. Version control suffered, alignment across individual contributors, managers, directors, and VPs became difficult, and the forecasting process could not scale with the organization's growth.

The company had recently selected Sigma as its enterprise BI platform and centralized sales data in Salesforce, creating an opportunity to assess Sigma as a replacement for Clari. It needed a solution that could reduce cost, extend visibility across the full sales organization, and simplify the reporting experience without disrupting critical forecasting workflows.

Aimpoint Digital deployed a dedicated Sigma development team to assess, rebuild, and consolidate the forecasting environment over a four-month engagement.

App Feasibility Assessment and Data Validation: The engagement began with a structured assessment of Clari's forecasting workflows to determine whether the functionality could be recreated in Sigma as a data app. Aimpoint partnered with the client's lead data engineer and several Sales Managers to review the underlying Salesforce data and confirm it could support the required forecasting and pipeline metrics. This process identified four core Clari dashboards as candidates for migration.

Reverse Engineering and Metric Standardization: Aimpoint documented and inventoried every forecasting metric used in Clari, then recreated each one in Sigma using reusable calculations and standardized definitions. Each KPI was mapped to match Clari's outputs, and a data dictionary was delivered to formalize the business logic for ongoing maintenance.

Data Layer Optimization: During development, the team worked closely with the client's data engineer to refine the data layer in Snowflake and adjust dbt transformations, improving both structure and query performance for the Sigma workbooks.

Reporting Consolidation: Before the migration, sales managers had to toggle between Clari and Sigma to access reports that overlapped in scope. Aimpoint used the migration as an opportunity to evaluate additional reporting needs and consolidate everything into a single Sigma workbook, giving managers pipeline, forecast, and performance metrics in one centralized end-user experience.

Sales Manager Training and Enablement: After development, Aimpoint conducted enablement sessions with sales managers covering both the backend logic of the dashboards and day-to-day navigation and usage, ensuring adoption from day one.

"Sigma’s vision is to eliminate fragmented, siloed SaaS workflows by consolidating the tech stack into a single, governed environment for analysis and execution. Companies should look to this success story with Aimpoint Digital as a blueprint: by replacing specialized tools with warehouse-native apps, you cut costs but also unlock limitless innovation across every team." - Justin Thomas, VP Partnerships, Sigma