Clari Capture - Team Activity view

Question

Hello,

I have been struggling to figure out activity reporting within Clari and hope the community can help.

Our Business model is directly built off of team selling and our outbound efforts are a mix of SDR, AE, and leadership. So we purposefully gave all team members capture licences to ensure we are tracking all meetings/calls, regardless of if the AE is in attendance.

We would like to understand specifically what are the number of engagements per account regardless of role.

I would expect that if capture is collecting all activity and is pushing it to SFDC, it could also build a report with this same information.

However, when I build an “All engaged” report and filter by an reps view, all the activity aside from theirs disappears.

Is there an easy way to see by Rep (aka. territory) what are the active accounts and EVERYONE who is engaged in those accounts? Is there a better way to see this information?

Thanks!

Kenna · Answer

Hi, ​@Jeanine Thrasher!I think you’re on the right track. You can use All Engaged Accounts mode in the Accounts Module to view all activities captured regardless of the user, matched to the appropriate accounts, irrespective of account ownership.Based on the hierarchy selection you make in the Scope, however, you’ll get all the activities from users below the selected node, matched to the best fit account regardless of ownership.It sounds like you selected All Engaged Accounts, and then selected a rep in the Scope, which would then limit your view to that rep’s activities across all the accounts they are engaged in (if I’m understanding correctly!).In this case I think I would recommend using your Filters in the Accounts Module to help you filter by for Accounts in the specific business segment(s) you’re interested in (e.g. if you have a field on the account record that youcould add to your filters to help you choose accounts in a specific territory/territories).

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