Product Q&A

Do you have a new goal, metric, or initiative that you want to track for the quarter? Well, Dashboards can be leveraged as an effective way to track these kind of short term metrics or Strategic Growth Initiatives (SGI’s) in a collaborative format. Let’s say your sales reps have several SGI’s for the quarter outside of your normal analytics and you need an easy place for both the reps and managers to track progress. If so, dashboards can help. For example, let’s assume the SGI’s for the reps include a metric like: Create X number of deals in X product category. You could follow a similar workflow as below to target and track this metric on a dashboard:Customize your “Opportunities” module view with filters and groups to isolate your desired metric. Example: opportunities with a creation date of this quarter for X product category Toggle to “Chart” view to see a rep by rep breakdown  Under “Actions”, select “Pin to Dashboard”. Follow the steps to select your desired dashboard (if you’d

Want to understand which owner/aggregation fields are driving a specific mode within your Clari instance? Within Field Configuration, you're able to drill into the properties of each mode (i.e owner field, aggregation field), and even edit those properties in real time. Once those changes are made, you can publish them, similar to any other Field Configuration changes and they will update within your instance. In this example, we’re looking at how to identify the owner/amount fields that drive the ‘Opportunity Mode’.  As a reminder, always use caution when editing modes or making any changes within Field Configuration. Carefully consider the changes you’d like to make, and always review those changes before publishing! Have a question on Clari Modes? Make sure to check out the Field Configuration certification course, or reach out to your Customer Success Manager!

Two of the best Analytics modules in Clari are Flow and Waterfall. Both of these modules help highlight movement within your pipeline yet they display the data in a slightly different way which can inform when you want to use one over the other.  Put simply, Flow is outstanding for seeing how pipeline has shifted from a deal perspective. Flow helps you see how deals change between stages or forecast categories. It’s a very powerful tool for helping you understand what has or hasn’t moved in their pipeline.  On the other hand, Waterfall is excellent at showing how pipeline has shifted from a dollar amount or currency perspective. Waterfall helps make clear how many dollars have been added to or removed from our open inventory of deals. Pipeline may shrink if you have deals slipping, being closed lost, or even closed won. Keeping track of how your pipeline’s size shifts has never been easier.  What questions are you asking about your business when you use Flow or Waterfall? Let me know b

With all the talk about the near-mythical power of Chat-GPT, I figured I’d put it to the test and ask it the most important question in the world. And no, that question is not ‘Who is the best Spiderman?’ (The correct answer to this question is Tobey Maguire) Instead I asked, “How do I Run Revenue like a Pro?” Here’s what ChatGPT said + how I would approach these suggestions in Clari: To run revenue like a pro, you should follow these steps: Set clear revenue goals: The first step is to set clear revenue goals that align with your overall business objectives. This will help you focus your efforts and measure progress over time. Clari Workflow: Within the forecast module, it’s critical to input quarterly/monthly quotas from the top level all the way down to the rep level to ensure accountability towards the org wide targets. It also allows for key revenue metrics such as attainment percentages & pipeline coverage ratio targets to be measured, tracked, and reported upon.   Track rev

Hey Product Team-- Here’s a scenario that I’m wondering about-- Say I’m at a conference or convention-- and I run into a client/prospect/lead and we meet for 10-15 minutes (unscheduled) and I want to track that activity in Clari. Right now my options are to enter that into SF as an event/meeting? How do I get that into Clari? Is there a way to create a manual input of a meeting/event to track notes on the meeting without adding it to my calendar after the fact?

Hypothetical question: It’s week 3 of your quarter. Do your marketing, sales, and enablement teams know where your deals typically fall out of the funnel? 🌪 Are they collaborating to prevent this leak in the future? 💧 We’re asking Clari in our cadence this week: “Where do our deals tend to drop off?” 📉 In addition to being everyone’s favorite LinkedIn influencer, Kyle Coleman heads up marketing at Clari and uses Funnel to answer this question for his team: Link in comments if you want to try it out for yourself. 👇🏼  If your teams are NOT asking this question yet — what questions can WE answer to make it happen?

Hand in hand with Lost Deal Reviews at the beginning of the quarter are the more actionable Slipped Deal Reviews. These meetings are more actionable since slipped deals are still in play if you keep your eyes on them. 👀  Slipped Deal Reviews can be done at any time, but when you’re answering “What deals from last quarter slipped into this quarter?”, it’s best to ask early — say in week 2 of your quarter. 🗓 Watch below as Director of Commercial Account Management, ​@Landon Scott , asks Clari this question in Flow.  Questions we ask ourselves when we look at these deals: Are they still viable or are we inflating our pipeline? How do we get ahead and make sure they close instead of slip further? Any others you would add to the list?

Let’s pretend it’s week 1 of the quarter 🗓 (let’s be real, we know some of you are already prepping for your next week 1 🤓).The top ❓ we hear as folks prep for QBRs is “Why did we lose deals last quarter?” And what they’re really trying to answer is: How do we get ahead of it this quarter? Any trends leaders need to know about (competitors, macro effects, etc) 📉?This could involve in-depth analysis in SFDC 🧐, but for VP, Customer Success, @NicoleA , this is a quick “Ask Clari” sesh following the flow below (pun fully intended). Nicole shared some of the lenses she looks at this through. Now we want to hear from you: What other ways do you slice and dice your business to understand lost deals? Any tips for folks who are just starting to incorporate win/loss reviews into their cadences? 

Hi Team, Is there a neat Clari overview/demo video that we could use to demo overall look, feel and functionality to our internal teams?

So you’ve started to use Align-- what insight can you gain?  Try adding a Map Status filter in your analytics modules. Specifically in Funnel. Do your deals with a MAP have a better close rate? You can also set up filters and save your views in Pulse to take a look at your pipeline with MAPs vs your pipeline without.  You will start to notice trends and see how successfully your team has implemented MAPs.  MAP status filtering will also show you how many deals are LATE vs On TIME to measure deal velocity and rep activity. 

We've recently made some UI updates that we believe will make your experience even smoother. One of the updates we've made is the addition of a button that takes you from to the Align home dashboard directly from the Insights Panel in Clari’s Opportunities Module. This should make it even easier to navigate between Clari and Align to access your workspaces. Additionally, we've moved the “Save as Template” button to the details section of your workspaces, making it simpler than ever to streamline your workflow and save time.We hope these updates will help you get more out of Clari Align. As always, if you have any questions or feedback, please don't hesitate to reach out to the Clari community. Thanks for being part of our community!

With Field Config now available to all, every Clari admin has the power to create a Mode. Creating a Mode is incredibly easy, but perhaps you aren’t totally clear about when you should create a mode.  There are 4 primary reasons why you may want to create a new mode.   New/Different Owner Modes are designed to reference a specific field for Ownership. Traditionally this would be a Sales Rep for New Business Deals. If we want to bring in new teams such as CSMs, SEs, or BDRs, a new mode with a different owner field would allow Clari to determine ownership based on whatever field you use in CRM to note which CSM, SE, or BDR, etc. is responsible for a deal. Column Layout Each user in Clari can reconfigure the columns in the Opportunity Module to appear as they see fit To “reset” those columns, a new Mode is a great way to ensure all users with access to the Mode get the same columns in the same order Another common use case is to create something to the effect of an

Hello Community!I had a customer question that I wanted to highlight from this week. When a rep changes positions, is there a way to keep that historical data linked to that user to the even though their position/roll-up changes?We want to be able to continue to view the ‘historical performance for individuals who are promoted' EXAMPLE: An SDR is Promoted to Account Executive  In a perfect world, we want to “link” the SDR History to the promoted Account Executive to show the historical performance The idea is to not lose the SDR History once that rep is promoted to Account Executive. We want to ensure the Account Executive is updated to their new role so that deals closed moving forward correctly roll into the new Role/Manager.  However, we want to be able to compare their historical track record as an SDR.  Is there a way to 'group' these users together so that a Rep could see their aggregate performance from "SDR User" and the current promotion of “Account Exec User”? How can we mana

Being able to segment accounts based on key characteristics such as org size, geographical region, and employee size can help your team plan their GTM strategy. The way you sell into into an emerging or commercial account can vastly differ from how you sell into an enterprise account, after all! Bucketing your analysis and metrics depending on these kinds of attributes can help you run revenue more effectively. Some fields you might considering adding to Clari from the Account object in your CRM: Account Type Segment Company Size Number of employees  We recommend adding this fields to the following Layouts: Opportunity Details — so you can reference these fields next to other important info Opportunity Filterable — so you can filter based on these fields Opportunity Groupable — so you can group based on these fields Opportunity Grid — so you can update and track changes to these fields in the opp grid In case it’s helpful, you can find the steps to add a new field to Clari

I see in Field Config via Clari Studio that system admins can create modes. Conversely, how can we delete modes that are no longer needed?Are there any key considerations to keep in mind when deciding to delete modes?

We’ve recently backfilled an open manager role.  While the seat was empty it was filled in our SFDC role hierarchy with a dummy user, on whose behalf a regional GM has been forecasting.Now that the manager is in seat, is it possible for them to inherit the existing forecast that the GM has been inputting?  If possible I’d like them to come in to Clari with better context than “here are screenshots I took of what your role was calling previous to you joining.”

Hello Clari Community! At Clari, we talk a lot about how to prevent revenue leak and drive revenue precision. Our goal is to help our customers (that’s you!) build a single source of truth with our revenue platform so that every revenue-critical employee has the visibility that they need to accurately predict where they’re going to land and, ultimately, meet or beat their number.So we’re curious, what does “revenue precision” mean to you? How will you know when you achieve it? How does Clari help you achieve it? What signs do you look for in your business, or on your teams? What are you doing right now to run revenue more efficiently and accurately? 

Hi Community! We are trying to better understand history-tracked fields vs highlighted fields in the opportunity grid as far as red, green, and blue indicators. A few clarifying questions:What does basic vs. dynamic highlight?  How are the Basic and Dynamic 'Cell Properties' in field configuration, defined? For the Dynamic Indication - does 'Downward Progression' mean that it’s a positive progression to Green, from the top of the picklist to the bottom of the picklist values?

Is there a way to monitor usage? ie: number of times logged in per week/month and how long they are on the site? I see the last login date, but I’m looking to track this on a weekly/monthly basis and compare to individuals' peers. 

Is there any way to adjust how the Purple Pacing Line tracks throughout the quarter?  This is a core component of weekly reviews is looking at linearity versus last year.  What is possible to customize today? 

Tired of trying to remember that perfect combo of filters you tirelessly put together in prep for last week's board meeting?  Let Saved Views do that work for you. With the new Saved Views enhancement across Clari’s Analytics modules and Accounts, you no longer need to worry about that perfect combo. Just apply the filters that you want and save your View—it’s that easy. Even if you want to make the slightest adjustment, return to your View from the easy-to-use drop-down and apply additional filters to save a new one, and you are in business. So the next time you are in front of the board, pull open your Saved Views and answer those questions your business needs fast or, even better, share them across multiple teams or roles from Clari Studio. To learn more about Saved Views, visit our Knowledge Base Article.

If you’re just rolling out a new pitch deck or have just launched a new feature, your next big challenge is to enable your teams at scale. Here’s how you can use Copilot (formerly Wingman) to enable and track progress. Create a library of enablement contentWith gametapes, you can easily create folder(s) with uploaded video content on how to deliver the new pitch, and track if your reps have reviewed the content.  Pro tip: start with adding 1-2 mock recordings that you can upload on Co-Pilot, and add to this new folder you created. Make it a contest and ask everyone else to upload their mock pitches too! As the team starts to do mock recordings or going on calls with the new talk track, add these to the folder too. Real-life conversations are a game changer as a learning tool, allowing your team to deliver the new messaging with confidence! Make resources accessibleTo keep the enablement cycle quick, one powerful tool can be battlecards. With cues available on live calls, reps can start

It can be incredibly painful when you can’t find a deal that you expect to see in Clari. Don’t lose hope! There are a handful of useful and quick tips you can implement to more readily find any deals that you are struggling to locate.  Please note that the Scope filter can dictate what deals you have permission to see. If a deal should be assigned to you, but was assigned to someone higher in the hierarchy, you may not have visibility into that deal. Always work with a Clari Admin who has the appropriate permissions to find any deals that may be hiding in plain sight.   Use the Search Leverage the search function in the top right hand corner of Clari You may search for the name of the account or opportunity to ensure the deal is present   Use groups Add a group to see if any particular deal stands out from a forecast category, stage, etc. perspective Use the Hierarchy tab when adding a group for Owner to see if the deal exists somewhere outside of the typical hierarchy

Whenever you have a large project that requires Clari to adjust to changes in your CRM, there are a few things you can do to ensure a smooth transition. Below is a list of steps you can take to help make sure your project goes off without a hitch and prevents any potential downtime for Clari.  Consolidate a summary or high-level list of the proposed changes Review the Changes that Impact Clari Knowledge Base article Talk to your CSM ASAP Provide the high level summary or list of proposed changes Provide insights into timing of when the changes will be made and live in your CRM Your CSM will discuss any key considerations about how the changes may impact your Clari instance with you If the proposed changes affect Forecasting tabs and Dashboards/Views, create a copy of the following google sheet to articulate the changes you want to make and track the project with our Configuration team. Make this your own and adjust according to your project’s needs: Template for B

Quotas are a central component of Forecasting. With the Quota Management module in Clari admin, you can bulk upload quotas for your team.Access Quota Management: Navigate to Clari Studio Click the Studio menu in the top right to navigate to Quota Management  Uploading QuotasDownload the Sample Quota File to see a preview of your first 10 Quotas. Review your Current Quotas Setup to see all quotas currently set up for your organization and their settings. Update the Sample Quota File with your quotas and Upload Quota File as a .CSV fileNote: Remember to upload as a plain .CSV file and not a .CSV UTF-8 file. Need more information on Quota Management?  Check out our Knowledge Base Article!