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Nicholas McCaskill
New Contributor
February 19, 2025
Question

Ability to Export Clari AI Projections in Bulk

  • February 19, 2025
  • 0 replies
  • 197 views

The AI exports are great but how can I export them in bulk?

The existing export functionality only works for an individual view, so to bring the projections into other analysis / reports, I have to update the scope / breakdown type and then copy and paste each projection for each leader individually. 

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    Kenna
    Community Manager
    Kenna
    Community Manager
    February 19, 2025

    Hi, ​@Nicholas McCaskill! Can you help me clarify where you’re exporting from? If it’s directly from the Forecast Module, or Pulse, or the Opportunities Module, or using one of our API Exports, for example? I think this may be a great Product Idea, but just want to make sure.

    Kenna Valdez, Manager, Customer Community, Clari
    Nicholas McCaskillAuthor
    New Contributor
    February 25, 2025

    Hi Kenna! 

    I am exporting from the “Quarterly Pulse” screen. However, the export only works on the view I have defined by the filters. So if I have 5 sales leaders and want to see the projections based on 2 different breakdowns, I would have to export 10 times. What would be ideal is if, in a single export, I could see the AI projections for all 5 leaders based on each breakdown if that makes sense.

    Kenna
    Community Manager
    Kenna
    Community Manager
    February 25, 2025

    Got it. Thank you, ​@Nicholas McCaskill! I think my best suggestion here would be to submit an idea to our Product team to share your feedback and use case. Ideas in our community go directly to our product team’s feedback repository so they can take it into consideration for our product roadmap, and submitting an idea in the community has the added benefit that I’ll update the idea’s status according to how/when our Product team is working on it.

    Kenna Valdez, Manager, Customer Community, Clari
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