First Clari Forecast Export

Overview

Prove the complete asynchronous export contract with one small, non-production forecast request. Success means retaining the forecast ID, job ID, terminal state, result format, and a redacted schema sample—not merely receiving an initial HTTP response.

Prerequisites

• Forecast Tab ID copied from the entitled Clari Forecast view
• A scoped Revenue API token stored outside the repository
• A small time period, hierarchy scope, and approved output location

Instructions

Step 1: Freeze the request

Record the forecast ID, time period, requested data types, scope ID, currency, history choice, and JSON or CSV format.

Step 2: Check capacity