Product Q&A

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!

Have you ever wondered how your Forecasting tabs/columns are configured in Clari. Or what changes need to be updated as you evolve your forecasting process? If you have Advanced Ops Admin user permissions, you can open Clari Studio to access Forecast Management. Forecast Management allows you to select your Forecast Tab in a dropdown list. Located next to each name is a grey field bubble which indicated the total number of columns that are configured for each forecast tab. When you select a field (column) within the list, you will see 2 sections. “Field Settings” allow you to see the configuration of the field. “Formula Settings” allow you to see the field query (how Clari generates the number you see). Please note that queries are broken down by Clari Roles. Therefore, if queries are different, so will be the amount you see. Forecast Management is currently only a read only feature. Our engineering team is currently working on edit capabilities to come out in the future. The ability t

In my Sales Ops Analyst days, to see historical conversion rates from the same day in previous quarters took complex SFDC snapshot reports 🙄 and hours 🕦 dictated by the many questions varying leaders had asked — namely, “Do we think we’ll hit our number based on historical data?”  Now, when an Enterprise Account Management leader like Drew Hill  (@DrewHill)  has that question, instead of asking Ops, he opens up Clari and checks out Trend to find out:This is a question we ask at various times of the quarter, but recommend starting to ask in week 5, at the latest, while you have plenty of time to action what you see.  Curious to hear from you: How much stock do you place in comparing your historical conversion rates to your current inventory?  

Hi everyone, Is there a way to configure the fields being exported in the “Full” export please? The issues we are having are:Size of the full view - most of the data isn’t really relevant for what we need. The simple and detailed views also do not have the data we require. One of the fields included in the default Full view is an open text field which becomes problematic whilst delimiting.

Hi everyone,I’ve been following this guide to create a levels export and even though I have adjusted the below url with my fields list, it gives me the same export file? Does anybody know what I’m missing please?https://gateway.clari.com/api/v2core/fcw/export/fid/[FORECAST_ID]/levels?forecastFields=[FIELDS_LIST]&forecastUserId=[FORECAST_USER]&asyncExport=false&rt=csv

 If you're new to Clari Align or looking to deepen your understanding of Mutual Action Plans, the Clari Align Fundamentals course is now available at Clari University. This comprehensive course provides a step-by-step guide for administrators to set up Align, create templates for Align workspaces, then roll out Align to your pre and post-sales teams. Even if you are not using Align today, the course has a portion that focuses on best practices in designing a Mutual Action Plan (MAP) template. MAPs are collaborative documents that outline the activities and objectives of sales and customer success initiatives. MAPs are essential for aligning team efforts and ensuring everyone works towards the same goals. Get the most out of Clari Align and Mutual Action Plans by getting certified today!

I’ve worked with a few different customers over the past couple of months that were looking to see how they could drive collaboration between their core sales reps and their product overlay specialists, as well as hold their overlay specialists accountable for rolling up their forecast.   What Do Overlay Teams Look Like?For one customer, their overlay team was made up of sales reps from a recent acquisition. For another customer, their overlay team was spun up to support a new product rollout.  In both cases, the opportunities were owned by the core sales rep and could have multiple products attached with different product overlay specialists responsible for different products. What Are Your Goals?Ultimately, both of these customers wanted similar things for their overlay teams:   To allow their product overlay specialists to view and inspect their pipeline, even though many different core sales reps could own those opportunities.   To help their product overlay specialists collabora

hi,the user “Allen Hammock” have his clari ID different then what it should be.i want to change it to that ID - “Allen.Hammock@skai.io”how can i do that?  

Is there a way to take a daily CSV file to ingest API Actuals into Clari? 

Is there any way to configure columns per view, and save the configuration with the view?  For example if we are looking at Pipeline View we want to see different columns than if we are looking at Discovery Call view. For example, for pipeline we want to see close date, but for discovery call we want  to see discovery call date.  

 i made 2 users in clari for the same person. He works with east and west.Shea Stine East & Shea Stine West.He would like his default SFDC and Clari log-in to be for Shea Stine West.How can I make it happen?

Does Clari’s have point-in-time reporting for the opportunities view?  E.g. I’d like to see what my opportunity view looked like as of xx date compared with today.

Hey,Does anyone know what timezone Clari reports in. Working for a company in multiple time zones with different systems and we are trying to align the data coming out of them all.I can’t find anywhere were my time zone as a user is listed or a way of changing it so I’m thinking there is a standard timezone across all Clari users - just trying to work out which one. Thanks in advance

Streamline contact update workflows with an improved user experience for updating contact lookup fields (e.g., Economic Buyer) for opportunities in Clari.  With this update, When selecting a contact, Clari will narrow contacts down to just those related to the account associated with the opportunity. Additionally, we’ve added Title and Email columns to help your team make the correct match if there are multiple contacts with the same name associated with the account. display Name, Title, and Email to help users select the right contact. 

Supercharge your team’s deal inspection with Clari’s new Activity Detail View. Clari’s Activity Detail View is a central sales inbox that allows selling teams to pressure test CRM data with rich, real-time context from conversations that are happening via email body content and meeting recordings. Email Body ViewThis feature provides a much richer activity inspection experience than is currently available via metadata from hover tips. Please note that customers that have purchased Clari’s Conversational Intelligence tool Copilot should already have this feature activated. Find more details about Copilot here.Copilot Call ReviewTo enable email body processing or authenticate your Gong account, please review the following help resources:  Email body → Enable email body view for your team in clari Gong → Authenticate your Gong account in Studio to start seeing call recordings!

I cant update Clari Forecasting. Can someone help me? 

Curious to see how well your team is forecasting week over week in any given quarter? Curious to see how it compares to the Clari AI? Take a look at Clari Pulse and use the Grid Mode. (it looks like this)On the right hand side of your screen In grid mode, you can look at the week to numbers. Here is where you can start to find nuggets of information; is the Manager’s call closer than the Team’s call? Is the AI more accurate than your team? From here, you can dig into forecast categories (or stages) and make sure your team is following your forecasting cadence. If you find inconsistency or have questions, let your CSM know. Your account team would be happy to take a look and close those forecasting gaps. 

When it comes to working with and supporting customers, collaboration becomes an integral part of our day to day. The beauty in collaboration lies in the context or inputs you are able to share with each other. With Copilot, you have a conversation hub that you can leverage to share all the context you need using the voice of the customer so that you are able to collaborate better. Let’s see how you can become a star collaborator with Copilot: External collaboration with the customer Internal collaboration amongst your teams  1. External collaboration:Trim down recordings and share snippets with customers:Copilot helps you make the context sharing process all the more powerful by enabling you to select and only trim the relevant portions of your meeting. This would then generate a guest shareable link that a customer can access. It is a simple 3 step process.A step by step guide on how to trim a portion of a call  2. Internal collaboration: Using the comment option ( @ to tag or ! pu

Today we have 2 ways of configuring Clari, Territory and Role hierarchies. If the account or opportunity team member objects could be referenced and used to roll up by, it would solve our current gaps in terms of overlays and supporting team members who may cover opps across multiple teams.

Happy Friday! 🙂 It’s exciting to see our customers leverage Field Configuration and a common question that I’ve seen come up frequently is…. What do ‘Analytics Roll Up’ and ‘Analytics Breakdown’ mean in the Add Fields to Layouts page? Analytics Roll Up When you checkmark this option for the intended field(s) in the Field Config Layouts page, this means that the selected field will appear as a dropdown option for the Amount Chart Setting. As a refresher, the selections in these dropdown determine which amount fields are used to roll up the numbers you look at in Analytics.Tip: To add a field to Analytics Rollup, it must first be added to Opportunity Grid. Only Currency or Number fields can be added to this layout.  Analytics BreakdownWhen you select this option, this means that the selected field will appear as a dropdown option in the Breakdown Chart Setting. As another refresher, whatever option you choose for the Breakdown dropdown will control how your deals are segmented in Analyt