Clari

The due date or Submission Date in Forecasting is a global setting in Clari, meaning it is set once at the organizational level. There are a few options:Reset weekly at the beginning of the new forecasting week Reset bi-weekly Reset on a rolling, set number of hours Reset on a specific day of the weekOur best practice recommendation for most organizations is to use option #4, and select the same day as your organization’s global forecast call. So, for example, if your CRO has a forecast call with their reports on Friday, then select Friday as the reset day. It’s important to note setting only impacts the Forecast Module. It will not automatically later the week-by-week dates in the Pulse Module, for example.  

Why does the Group Filters left panel open every time I change bookmarks or refresh the page?  Its redundant since I have the Group filter bar above opportunities and I’ve already selected that I wish it to be closed.

Hi Clari Team,I have talked this through with Josh and Mussa from Clari during our call this week. We are a new Clari CoPilot customer and we also use MS Teams (we do not have Slack).It would be incredibly helpful to have direct notifications to CoPilot users in MS Teams once their call summary / next steps is ready in CoPilot. Currently, they would have to go into the tool to check in the call, as there is always a time lag between the Call and the actual transcription, summary and next steps.If we could notify them with a direct link (I have seen you have this available for Slack), then it would really boost productivity but more importantly user adoption. Please speak to Said Mussa for more details, as he was part of our call.Best,Alex

Love this new feature that shows the actual change between the selected date range in each of the Waterfall buckets.  Currently Clari is only using CLOSE DATE.  Just hoping this may be customizable in the near future as our business uses our custom field of BOOKING DATE (a combination of Start & Close).  We also utilize FORECASTED CHURN DATE on the churn side.  So CLOSE DATE is not ideal and I thought we were told that Waterfall / Clari analytics uses our BOOKING DATE not CLOSE DATE (what our Clari rep told us) How did my pipeline closing “this quarter” change 10/01/24-10/22/24”.  We had asked since we use BOOKING DATE, that we cannot use CLARI if it not pulling deals and the analytics for these deals by our BOOKING DATE.

Looking for a way to get some insight on the questions I got wrong on the Admin Certification for Clari.  

Does anyone know of a way to use an aggregation of CRM scores as a high level view of pipeline health? Either natively within Clari, or via export? Currently export via the Opportunities page excludes CRM score.

Love doing things on the go? The Copilot mobile app is here- Listen to sales calls recordings on the go. Simply hit play, lock your phone and move on. With Copilot mobile app, you can:Listen or review your/team’s past calls on the go Request for and share coaching feedback via comments View upcoming meetings (and stakeholders) at a glance. Toggle recording on/off for an upcoming call with one tap.If this sounds helpful, head to the below links and download the app now Android: Download from hereIOS: Download from here Note: 1. Copilot doesn’t ask for permissions to view any data on your phone2. To sign in, use your work email account (that you use on the Copilot web app). That's it. Now, let’s do a deep dive into some of the key features and available options:My Calls: View your upcoming meetings and call recordings. Team Calls: View all call recordings from your team + filters to find what you need Search: Search for a keyword across all call transcripts, meeting titles and attendees

Is there a section I can look at that focuses on Salesforce package updates/releases, to make sure we are on the latest version?

Request: ability to open Salesforce opportunity from WITHIN the expanded view in Forecast. Right now you can do that when you hover over the opportunities shown in the side panel within forecast: BUT when I click the two arrows to expand this - the Salesforce cloud button no longer appears!  

Get an exclusive look at Clari’s latest innovations! Our product leaders are eager to reveal their new and upcoming releases, all designed to accelerate revenue growth for your org.Watch the recording here.

I want a view that shows:$ closed-won bookings and % attainment to goal/quota by quarter $ closed-won bookings and % attainment to goal/quota for the entire fiscal yearWe have 9 account executives and I am confident I can find this data with a ton of clicks and by changing the period and clicking through the small bit of reporting hierarchy we have. I can make it happen via a Salesforce report but I want a dashboard/view that will assemble this essential data for me and look (something) like this:  Q1 Q2 Q3 Q4 FY AE #1 $245K 51% $15K 15% $200K 45%   $460K 33% AE #2 $0 0% $100K 27% $455 102%   $555K 46% AE #3 $50K 6% $550K 145%     $600K 55%  I can’t be the only sales manager using Clari asking for this so forgive me if this already exists. 

Is there a way to save group view in terms of layout? So they are either listed by filters or on the left hand side. 

it would be nice to have more control over what we can show in the grid. 

Please can you add cross-product hyper links to the main navigation bars?  For instance on app.Clari.com it would be great for a drop down on the main navigation menu for “Other Clari Products” with a list below for Groove, Align, Copilot… depending on what the user has access toCurrently we are sharing links for the products separately to sellers and this has lead to some confusion at times  

Hello Team,I have signed up to Clari University for over 24 hrs with the customer account, but i still do not have access to the customer platform in Clari University, nor the admin certification course.Could anyone assist with this issue ?

I believe there was mention of a new feature for bulk updating user data in Copilot in the last product release article. Has the implementation of this feature been postponed?

Hey all - I’m new to Groove and I’m trying trying to build a master flow that many of my reps can use.We previously used Outreach and would frequently include the variable {{sender.calendar_url}} in flows to allow multiple people to use the flow and include their personal calendar/scheduler link. Is there a merge field like this for Groove? 

Hey all, if you need to do a forecast accuracy analysis when you have territories, I’ve modified our forecast accuracy template to run off of territories instead of users. Now, if you have a rep, manager, or leader who is responsible for more than one territory, you can see accuracy for each territory they are responsible for individually instead of just their highest level in the hierarchy.I’ve updated the formulas and the instructions in the file attached to this post. Hope this is helpful to those of you in territories!

You’re probably in full menu-planning and shopping mode by now, but hold on! We need to make sure our forecasts are solid as we close out the year.  In this short video I recorded, I’ll walk you through how to inspect your commit and upside deal buckets from the Forecast Module. We want to make sure we’re across every change at this critical time of the year.  

Right now, when I open a VIEW in Salesforce of a list of CONTACTS, I have no way of adding a large grouping to a FLOW.  I have to repeat the view in a REPORT to add the contacts to a FLOW.  The feature already exists in LEADS.  Could this be an option or maybe it already exists?  See the screen shot of the OPTION not showing in a Contact view within Salesforce.  It would make life so much easier for my users vs. them having to duplicate a view in a report to have the contacts sent over.  SALESFORCE CONTACT VIEW > No button to add a group of contacts to a flow.SALESFORCE REPORT = Has the button to add to a flow 

Groove’s Omnibar isn’t just a Salesforce integration; it’s a powerful command center designed to streamline your daily tasks and enhance your workflow for all selling activities. Seamlessly access Salesforce records, manage contacts, and gather insights from LinkedIn—all from the convenience of your inbox. Spend less time switching between applications and more time focusing on what truly matters!Centralized Control: Access Salesforce records, LinkedIn information, and more in one place. Streamlined Workflow: Add contacts to flows and execute actions without switching platforms. Time-Saving Research: Quickly view related records and activity histories for better decision-making. Enhanced Collaboration: Capture account and contact notes directly within the Omnibar and easily share with your team.Check out how the Omnibar can give you a productivity boost in the short video (~3 min) below:You can execute on your actions that are due from the Omnibar too! See how in the quick clip below: 

It appears there’s a cap of 2 Waterfall (Analyze) widgets on a dashboard.  It would be helpful if there were at least 4 widgets possible.  Trying to create a 4 quarter view of pipeline progression evolution for CRO.

I star opportunities in a list view.  Is there a way to share that view and share my stars which I used to indicate risk I have on deals, or is it not possible for other people to see my starred opportunities (meaning that I’ve starred them, not meaning sharing an opporutnity I’ve starred)

With each user having the power to create, edit and save their own Views, it’s easy to have different teams looking at slightly different data. To get around this, Clari provides you with tools to manage Saved Views and Dashboards of any kind through the Saved View Management and Dashboard Management modules in Clari Studio.  The links above highlight how to take advantage of these modules. The focus of this post will be on when and why you should! The points below are applicable to both Saved View and Dashboard management.  When looking to get started on where you can keep Clari clean, we suggest impersonating a handful of users at different parts of the hierarchy. From there, poke around, open up their views and get a better sense around if a little clean up would go a long way.    Standardizing Clari  Use the search function in the management tools to limit results to similar views that may have slightly different naming conventions Try to ensure you are consistent in naming

Is there a way to see Column Totals as full numbers instead of as a rounded number?For example, I would like to see, or at least toggle to, the full number rather than a rounded total for the column.