Product Q&A

Dashboards allow you to curate the data and insights that you can find across Clari on a single page to answer your most important questions about your business in key scenarios like End of Quarter, QBRs, board meetings, and manager <> rep 1-on-1s. Dashboards are a powerful tool, but we know it can be intimidating to wrap your head around what dashboards you need and what insights to put in them at first. So, we're here to help! First, think about the people for whom you're trying to provide a view into your business: How can you specialize dashboards for different roles or personas at your organization (i.e., reps, managers, CSMs, AMs, CRO, CMO, CFO)? Do you have Modes set up for the different personas at your organization? Are you using these Modes in your Saved Views (in Opportunities and Analytics/Accounts!) and Dashboards? Then, you can think about the key points in your revenue cadence: What are the critical moments throughout your week, month, quarter, and fiscal year? Our

You have two options if you want to know the total number of opportunities in a column in your Forecast Module (rather than the sum of some amount field on those opportunities). If you just want to know the total number of opportunities, then we can create a calculation field in your Forecast Tab. Contact your Clari CSM or Clari Support with a change request to add the calculation field to your Forecast configuration. If you want to reference the total number of opportunities against a quota, or use the count in other places in the platform outside of the Forecast Module:Create a Deal Count field on the opportunity record in Salesforce. You just need to make “1” populate in this field for every opportunity. Add the field to Clari using Field Config Contact Clari Support and submit a change request to add the field to your Forecast configuration

Hello team, we’ve been trying unsuccesfully to apply a filter by Primary Reseller to a set of oppties managed by a Partner Manager. We tried using the options Primary Reseller/Primary Reseller Location/Primary Reseller Location Name but got no results. Any ideas on why this is not working?  Best Regards,

Is it possible to change the set up so that Amount Decreased and Amount Increased reports in Waterfall will display historical changes (amount + color coding) in the ACV based on the date range and not just on the last update? Perhaps an additional button/option so we can select what to use? Example, Deal A decreased in net recurring ACV and is correctly showing up in the Amount Decreased report. However, it’s colored green but should be red since it’s a decrease. It’s because it’s picking up the last change which was an increase from around $62K to $185K. But if we look in Salesforce, the deal actually decreased from $295K to $185K. Same scenario happens on the Amount Increased report. On my end, since I use Waterfall a lot, I end up going back to Salesforce to manually check the correct increase and decrease ACV based on date range (which is not practical). Three things I’d like to see, if possible:Consistent color coding. No ‘green’ deals should be seen in the Amount Decrease report

When Capture syncs an email activity back to Salesforce, by default, it logs the email as a Task.Today, Capture can log activities as either a Task or an Event to Salesforce. A Clari Admin can control whether emails are logged as Tasks or Events in Studio. You can find the steps to adjust this setting in our knowledge base.

Yes, an opportunity amount can be split against different quotas (i.e. for cross-sell opportunities, 30% of the opportunity is contributed to the AMs quota and 70% is contributed to the AEs quota).   You can set up opportunity splits in your Salesforce instance. You can learn more about how to set up opportunity splits in the documentation written by Salesforce. Contact your Clari CSM before you enable opportunity splits in Salesforce to discuss how you want to configure your Forecast and Opportunities Modules for splits.

So you want to exclude specific deals, users, or roles/nodes of your Salesforce hierarchy from Clari's Forecast Module without modifying the current hierarchy in Salesforce. In that case, you can create a custom field in Salesforce to track which deals should be included in the forecast and which ones should be excluded. This approach allows you to control the inclusion or exclusion of specific users or deals from the forecast. To implement this, you can create a custom field on either the User Object or the Opportunity Object. Depending on your preferences, the custom field can be a checkbox, picklist, or string. However, using a checkbox field is generally the simplest to manage. Once you add the field to Clari, you can use the custom field to mark specific deals or deals owned by specific users to indicate whether they should be included in or excluded from the forecast. Use Field Config to add the field to Clari. A note on Hierarchy Management...If you are familiar with Hierarchy M

Great news, everyone! We have just rolled out a new update for Clari Align, and although most of the improvements are happening behind the scenes, there are a couple of key enhancements we wanted to bring to your attention:   Simplified Action Status: Based on your valuable feedback, we have made it easier to track progress. Now, an Action is marked as Done or Not Done, eliminating the need for multiple status options. Streamlined Action Owner & Due Date: We heard you loud and clear! You can now assign a single person responsible for an Action and set a specific due date, making it simpler to manage tasks. We appreciate your continued input and suggestions, which help us shape Clari Align to meet your needs. Keep those comments and requests coming as we strive to make Align more actionable and collaborative.

Hello Community,I am new to Clari and wondering if anyone knows of a good way to look at historical pipeline conversion by sales rep.E.g. Sales rep John had a pipeline of $1M in Q1 and closed $250k so he had a 25% conversion rate.Also what is the simplest way to look at historical pipeline conversion for the whole company as of a certain date? I used the waterfall analysis to do this, but it seems very manual, as I have to manually select it for every month and can’t look at conversion rates over time.E.g. As of Jan 1, our pipeline for Q2 was $9M and we closed $3M in Q2, so our pipeline conversion from 180 days out is 33% As of Apr 1, our pipeline for Q2 was $6M and we closed $3M in Q2, so our pipeline conversion from 90 days out is 50%Thanks!

One way to improve your skills with AI — and subsequently save gobs of time — is to familiarize yourself with how these technologies work. Did you know that the “GPT” in ChatGPT isn’t just a name? It’s a type of technology.  I asked GPT to explain what it means to a non-technical audience. Here’s the reply:  GPT stands for "Generative Pre-trained Transformer.”  Let's break it down: 1. Generative: It means that the model has the ability to generate text or other forms of output. In the case of ChatGPT, it can generate human-like responses to prompts or questions. 2. Pre-trained: Before being used for specific tasks, such as answering questions in a chat-based format, the model is trained on a large dataset. This training process helps the model learn patterns, grammar, and context from the text it is exposed to. 3. Transformer: The transformer is a type of neural network architecture that plays a key role in GPT models. It enables the model to understand the relationships and dependenci

Had this point raised today (thank you @Stephanie Scattolini) where perceived positive impacts (in the business sense) appear as negative impacts (in the CRM Score)...confusing huh? 🤔But here’s the explanation….“The impact and weight of each factor are automatically determined through our probabilistic model, which is influenced by each organization’s historical win rates. This means factors can—and will—vary based on the unique characteristics of each sales team and process.For example, although a deal advancing from best case to commit is traditionally a positive indicator of the likelihood to close, the model may label this movement negative—if, historically, deals haven't closed after that kind of change.”Taken from the full article on How The CRM Score Works. 

Get a quick update on the additional capabilities heading your way in Clari Studio, and watch how Anmol Thiara (@anmol) create a custom mode in 30 seconds with Field Configuration!Safe Harbor Statement: This presentation is intended to outline Clari’s general product roadmap and vision. It should be used for informational purposes only, and is not a commitment to deliver any specific functionality. This presentation cannot be incorporated into any contract and should not be used when making decisions to purchase. The release and timing of these features remains at Clari’s sole discretion. Martin Spanik commented that field management is one of the best new features, and he’s been using it a lot lately. What makes you most excited about Staging or Forecast Admin? Share your thoughts below! 👇 

Ability to set pacing based upon the context of pulse. If looking at the monthly pulse then the ability to set monthly pacing, if quarterly then quarterly pacing. 

ICYMI—with Inspect, you can now bring in external (non-CRM) data into Clari. Group Product Manager Payton Miller covered a number of other new Inspect capabilities in his demo to show how they help you prevent revenue leak:Engagement Score Sub-Object Nesting In-Line Editing Conversation Inbox Smart Email Summaries Email, Push, and Web Notifications Copilot Insights PanelSafe Harbor Statement: This presentation is intended to outline Clari’s general product roadmap and vision. It should be used for informational purposes only, and is not a commitment to deliver any specific functionality. This presentation cannot be incorporated into any contract and should not be used when making decisions to purchase. The release and timing of these features remains at Clari’s sole discretion.  @Sandip Patil asked a great question: how is engagement score different from CRM score?  The answer: The CRM Score predicts the likelihood that an opportunity will close (won); Engagement Score creates an index

1. When you want to find your Saved Views in Clari, use the Views drop-down in the Opportunities Module. Note: This example is about Saved Views in Opportunities. To learn to use Saved Views in the Analytics or Accounts Modules, check out this article in our Knowledge Base.   Want to share a Saved View?  To share a Saved View in Opportunities: Click Actions > Share Saved View 2. Use Groups to inspect your book of business from different angles. Click the Add Group button to select your groups (you can apply up to 4 at any given time). To remove a Group, click X. How are you deals distributed across your different forecast categories or stages? Does that distribution align with where you’re at in the quarter? Are there any deals with discrepancies between their forecast category and stage (i.e. a late stage deal in Best Case that you might move to Commit)?    3. Double-click any field to update your deals in Opportunities. The changes you make will reflect in your CRM in real time.

You probably noticed quite a few tweaks to the naming conventions you see inside and outside of the Clari Platform. Consider this your cheat sheet to the latest and greatest updates. From To Notes Datahub Revenue Database (RevDB) You already have a Sales DB (CRM), a marketing DB (i.e. Marketo), and maybe even a Customer Success DB (i.e. Gainsight). You need a Revenue DB to stitch it all together, harmonize it so you can run revenue with precision. Clari Admin Clari Studio Think of Studio as Clari’s home for admins and Ops professionals. Imagine, design, and configure Clari so that it’s perfectly tailored to suit your unique business needs. Autocapture Capture Autocapture hasn’t changed. We’ve update the name to align with the rest of our products. Separate Opportunities and Accounts tabs Inspect The Opportunities and Accounts (formerly Account Engagement) Modules haven’t changed. You can find them both under ‘Inspect’. Inspect is your home for all things deal ex

Anmol Thiara (@anmol), Product Manager at Clari, was super excited to show all the great things in Forecast, including:Waterfall in Forecasting (launched!) Forecast Quick Submit (in early access) Modern Forecast Workflows Forecast Trend History Forecast AnythingWatch the demo to get a sneak peek at the new experience coming soon to Forecast! If you’re interested in getting early access to Quick Submit, reach out to your CSM/AM.Safe Harbor Statement: This presentation is intended to outline Clari’s general product roadmap and vision. It should be used for informational purposes only, and is not a commitment to deliver any specific functionality. This presentation cannot be incorporated into any contract and should not be used when making decisions to purchase. The release and timing of these features remains at Clari’s sole discretion. Which Forecast capability are you most excited about? What object, if you had the ability to forecast it in Clari, would be an absolute game changer for

In this week’s product updates and roadmap webinar, Clari’s Group VP of Product, Phil Cooper (@coopes) , shared the product vision that drives where Clari is innovating to help you win every revenue moment. Take a look.Safe Harbor Statement: This presentation is intended to outline Clari’s general product roadmap and vision. It should be used for informational purposes only, and is not a commitment to deliver any specific functionality. This presentation cannot be incorporated into any contract and should not be used when making decisions to purchase. The release and timing of these features remains at Clari’s sole discretion. The chat lit up when they saw this slide—which pillar is most exciting to you personally, and why? Reply to this post to share your thoughts!  

As an Admin on Clari Copilot you must have completed a bunch of configurations as part of your onboarding flow in the product. One important configuration among them would be the integration between your CRM and Clari Copilot. You must have wondered about why we need to complete this sync, right? Through this post I am going to break down the 3 most important benefits, just so that you are able to make the most out of this integration.Sync the required fields from your CRM to analyze conversations better Push important call metadata from Clari Copilot to your CRM and superpower your CRM insights Review an account based on all the engagement to gain context and make better decisionsNow, let’s dive deeper into these benefits.  1. Sync the required fields from your CRM ➡️ Clari Copilot to analyze conversations better:A CRM houses a lot of critical information in connection to an account/contact. During the process of reviewing your calls on Clari Copilot, these CRM fields can help you fur

Allow Pinning of Currency, our corporate currency is USD, and we have multi currency enabled which means regardless of my user currency or i always see USD when i want to see GBP.  I know I can change it but i want to pin it so i dont have to change after ever login and page refresh

Why do the KPI widgets show 0 on a dashboard for some users?

This topic comes straight from our weekly office hours. Join us every Thursday @ 9 am PST. Special thanks to @Lala Djafarov for raising this topic!  If you notice a discrepancy between the End Open Pipeline in Waterfall and the aggregated amount in your Opportunities Module Make sure your filters match between the bucket you’re looking at in Waterfall and the Opportunities Module (tip: you can click directly on a bucket in Waterfall to look at those deals). Note the recent changes to your opportunities with the highlighted fields in the opportunity grid. Waterfall (and the other analytics modules) take snapshots to allow you to look at different periods of time, so real-time changes to your deals (i.e. the primary amount field) might account for the discrepancy you’re seeing. Check out Flow to look at how deals moved within the same time period from a different lense to see if, for example, some deals just slipped out of the current quarter that account for the difference you are seein

We're thrilled that you're ready to use Clari. To get up to speed, you can review the recorded training below, which includes the following: Introducing Clari Setting Expectations  Live Demo Challenges Important Reminders and Best Practices Best PracticesBelow, you'll find best practices to help you get the most out of Clari. 1. When you want to find your Saved Views in Clari, use the Views drop-down in the Opportunities Module. Note: This example is about Saved Views in Opportunities. To learn to use Saved Views in the Analytics or Accounts Modules, check out this article in our Knowledge Base.  Want to share a Saved View?  To share a Saved View in Opportunities: Click Actions > Share Saved View 2. Leverage Groups using the Add Group button. To remove a Group, click X.  3. Use Expanded View in the Forecast Module to inspect your path to your number. 4. Double-click any field to update your deals in Opportunities. The changes you make will reflect in your CRM in real time.  5. Use t