Product Q&A

Our forecasting process is a weekly cycle… reps have a forecast call with their managers, managers with the VP, and then VPs up to the CRO. It would be useful to be able to have Clari reflect the different due dates for forecasts. For example:Rep Profile - Due FridayManager - Due MondayVP - Due TuesdayCRO - Due Wednesday

Is there currently a way to build a automation rule where a contact in the flow reaches an Action in that flow and has opted out for email OR has no email address to have the contact automatically skip that email action automatically.  Right now, we are doing it manually and it’s a pain.  

Hi Team. The Current export option on the forecasting tab provides a very cumbersome excel file that is difficult to navigate and pivot data on. We were hoping you could investigate the possibility of providing a more user-friendly Forecasting export where we could export by quarter (or even YTD) and see a single line for each Sales leader that includes details like Hard Commit #s, Target Bookings, Actual Bookings, etc. Basically, an export that looks similar to the Forecast tab layout.

You’ve got questions about Waterfall. Great! Waterfall reveals the factors that are driving changes to your pipeline total over a selected timeframe, using standard categories to help leaders easily identify the causes of pipeline changes and understand what contributed to an overall increase or decrease. The Waterfall Overview article in the Knowledge Base is a great place to start. You can orient yourself to all the information that you’re seeing in Waterfall. From there, you probably want to start using Waterfall to answer specific questions about your business, like, “What happened since our last forecast call. You can check out how Jessica Star (VP, CS @ Clari) does it super easily here. Another example of a question that you can ask Waterfall is, “What deals have slipped from this quarter?” Check out how a Director of Enterprise Sales uses Waterfall to answer that question here. So now, as you’re using Waterfall more, you might have some questions about different amounts that you

I’m just getting started with Clari University. As I work through the online courses, it would be nice to have a quick way to provide feedback about a specific lesson. For example, there’s an abbreviation I didn’t recognize in one lesson, or the audio doesn’t play in one of the Try It videos. I guess I could come to the community and post an Idea like this, but it would be easier if there were a quick feedback button right inside the course itself.

Hi there,This is a follow up from How to download all User Quotas for the year. Ive made a separate post as its been some time since the above was active I wanted to check to see if its possible to batch call more than 1 quarter for the API call below in the response body at once:/export/forecast/{forecastId} { "timePeriod": "2020_Q3", "typesToExport": [ "forecast", "forecast_updated" ], "scopeId": "1905::MGR", "currency": "USD", "schedule": "NONE", "includeHistorical": false, "exportFormat": "CSV"}Where timePeriod would take an array like "timePeriod": ["2024_Q1", "2024_Q2", "2024_Q3", "2024_Q4"]This is due to our current setup hitting the ‘export_monthly_quota_reached’.Thanks for your help.

Forecast Config puts the power to customize your forecasting process in your hands. Tailor your Forecast Tabs to cater to the unique needs of your business, fine-tuning your various teams’ forecasting experience and delivering targeted revenue insights in the right place, at the right time. You can learn how to customize your Forecast Tabs, Columns, and Queries, and get full context on how these settings work in your Forecast Module in Clari University. Find everything you need to ramp up on Forecast Config in the new Forecast Hub, Note: Forecast Configuration is rolling out across all Clari customers in the coming weeks.

I wanted to know is there any way we can get the users in Clari Platform through Clari API?I checked the API documentation but could not find anything related to users.

Looking to implement Align for your Sales or Customer Success teams at a self-served pace?Check out the Align Kickoff in a Box! All the resources that you need to drive change internally and get Leaders and Reps ready to start using collaborative workspaces with their customers. Start by downloading your Kickoff in a Box today and go-live faster!

Hi, On the inspect opportunities part of Clari, it would be super useful to have a different filtering system. As you can see the list is not cohesive and it difficult to filter to only show the opportunities which have next step that have not been updated for more than 7 days. That would be 7 rolling days. Could you add a filter that does this kind of filtering please? ThanksJN 

On the details of every each opportunity in the inspect view, we can see Month-to-Month Pushes, but we need to click on the name of the opportunity and to search for it. We would like to have the option to see as part of the table, with all the other fields of the SFDC and then to see it more easily. Also, on this case, we will have the ability to filter by the number of pushed we want, and then to know on what the managers need to focus. 

Is there an area where we can notify Clari/Groove feature requests on the application?  

Hello, Is it possible to create a reference field, formula field, or any type of field in the Field Configuration within Clari? For example, if I just want to copy a field into a duplicate field or calculate TCV/12, can I do this in Clari? Thanks!

Is there a way to show only certain categories on a widget: "Amount Decreased", "Slipped", "Lost", and "Lost Ownership", instead of every category? I would also like to have separate opportunity view widgets for each category - "Amount Decreased", "Slipped", "Lost", and "Lost Ownership", so I can see a list of each of those 4 categories.

The Groove app is not the only place to complete our actions. You can execute on Groove actions directly from your inbox or in CRM as well. Did you know? Learn more in just 1 minute below 👇 

Hello,I recently learned the maximum number of Starred Opportunities allowed by Clari is 2000.To avoid hitting this limit, can someone let me know if there is any functionality to mass “un-star” opportunities from prior Quarters?Can any automation be set that once a quarter is closed, Opportunities are un-starred?Has anyone else experienced this limit? What has been the work-around besides manually going into each Opp to un-star?Appreciate your insight.BZ  

Release Date: August 7,  2024 Please note the release date above. Your partnership in the evolution of the leading revenue platform is important to us, so we want to bring you the latest product updates as soon as we possibly can! The features described below are currently scheduled to release so that you can find them in Groove when you log in on the date above. It’s easier than ever to create, update, and manage flows at scale in Groove. We’re making some changes to simplify your experience when you manage Groove Flows, including updates to: Created Date Last Updated Date New Filters New Sorting Show flow status on the Flow card Favoriting Flows in Webapp Favoriting Flows in Extension Context menu (copy, preview, share) on Flow card New button bar on the flow show page General Preferences moved to Settings Updated Flow CardThe Flow Status will display on the Flow Card as well as Created Date and Last Updated Date Created Date: The date the flow was created Last Upd

Are there any examples or documentation for obtaining a transcript via API? I have only seen one line in the API documentation that mentions the transcript: To get transcript, deal live stage fetch call individually using call-details endpoint.

Hey Clari Circle Community,Hope this message finds you all well! 👋 I'm thrilled to share some exciting news with our Clari admin users – we've got a fantastic new resource coming your way.As a Project Manager here at Clari, I understand that getting the most out of our platform is crucial for your success. That's why we're launching a series of short and informative videos that will guide you through the ins and outs of making changes to your platform configuration using the Field Configuration admin module. 🎥 What to Expect: In these videos, I'll walk you through step-by-step tutorials, covering everything from the basics to some advanced tips and tricks. Whether you're a Clari veteran or just getting started, these videos will help you leverage the full power of the Field Configuration admin module. Keep in mind that you can always take more details lessons and even earn your Field Config certification in Clari University. 🔧 In this first video, we’ll cover:The steps to add a new

How can I delete a contact from Groove without having to remove them from Salesforce?

What is a Groove Flow?An automated multi-step, multi-channel sales campaign enabling personalized interactions with customers and prospects at scale. Set-up multi-step Flows, automating workflows across email, calls, SMS, LinkedIn, direct mail, and more Execute Flow steps directly from within Gmail, Microsoft 365, Salesforce, or Groove. Use Templates to communicate with multiple accounts at once, reusing high-performing content Best Practices for Creating Flows Make your Flow repeatable. Use the 5/15 Rule for emails: Keep email subject lines under 5 words Emails should be skimmable and understood in less than 15 seconds. Try using merge fields multiple times in each email message to drive a more personalized feel to the message. Get their attention and show you’re not trying to waste their time by using a wide variety of steps across email, calls, SMS, LinkedIn, and more. Create multiple Flows to tailor content, frequency of touch, and type of touch, to maximize

Sometimes I search for a KB article and its not clear until I open it up that it relates to a different topic - for instance, searching “email” in the knowledge base gives you an article titled “Additional Fields for Email and Calendar Logging” with no indication that this is a Groove article and doesnt relate to logging against Activities in an Account Mode (or anything else)Please can you make this clearer in the titles of the articles what they actually relate to?

What are Groove Flows?Flows allow you to scale up the number of conversations you are having, without sacrificing the quality of those conversations.Pro Tip! Creating “Master Flows” will help define your team’s touchpoint strategy throughout these multi-channels of engagement.Closed Lost or Gone Dark NurtureFlow ObjectiveThis Flow is designed to maintain your engagement even when a prospect is marked as "Closed Lost" or experiences a delay in making a decision, ranging from 6 to 12 months.GoalRe-engage prospects who have previously been involved in deals that were lost. 

Hi,Anytime I want to insert a line in a Text field, it saves the edition instead of adding a new line.Is this happens to all MacOS users?Thanks,

New (or new-ish) to the Clari platform? You’ve probably heard about how Clari replaces spreadsheets, but you’re probably wondering how or even why you need to do so.Spreadsheets are a snapshot in time when your teams need real-time actionable insights to hit their revenue goals. Sales reports take hours to roll up and often sit in an inbox for days. Meanwhile, the pipeline is developing in real time, making that report out-of-date. The minute you pull deal data into a spreadsheet, it becomes disconnected from what’s actually happening in the real world, introducing unintended inaccuracies into your critical decision-making process.Sales teams need real-time indicators showing what has changed in order to focus on the right deals and take the right actions. They need a tool that has a bi-directional connection between their sales data sources and sales reports that makes it easy to see actionable information like:Opportunity risk assessment: the ability to inspect deal risk based on CRM