Product Q&A

Request: ability to open Salesforce opportunity from WITHIN the expanded view in Forecast. Right now you can do that when you hover over the opportunities shown in the side panel within forecast: BUT when I click the two arrows to expand this - the Salesforce cloud button no longer appears!  

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I want a view that shows:$ closed-won bookings and % attainment to goal/quota by quarter $ closed-won bookings and % attainment to goal/quota for the entire fiscal yearWe have 9 account executives and I am confident I can find this data with a ton of clicks and by changing the period and clicking through the small bit of reporting hierarchy we have. I can make it happen via a Salesforce report but I want a dashboard/view that will assemble this essential data for me and look (something) like this:  Q1 Q2 Q3 Q4 FY AE #1 $245K 51% $15K 15% $200K 45%   $460K 33% AE #2 $0 0% $100K 27% $455 102%   $555K 46% AE #3 $50K 6% $550K 145%     $600K 55%  I can’t be the only sales manager using Clari asking for this so forgive me if this already exists. 

Is there a way to save group view in terms of layout? So they are either listed by filters or on the left hand side. 

it would be nice to have more control over what we can show in the grid. 

Please can you add cross-product hyper links to the main navigation bars?  For instance on app.Clari.com it would be great for a drop down on the main navigation menu for “Other Clari Products” with a list below for Groove, Align, Copilot… depending on what the user has access toCurrently we are sharing links for the products separately to sellers and this has lead to some confusion at times  

Hello Team,I have signed up to Clari University for over 24 hrs with the customer account, but i still do not have access to the customer platform in Clari University, nor the admin certification course.Could anyone assist with this issue ?

I believe there was mention of a new feature for bulk updating user data in Copilot in the last product release article. Has the implementation of this feature been postponed?

Hey all, if you need to do a forecast accuracy analysis when you have territories, I’ve modified our forecast accuracy template to run off of territories instead of users. Now, if you have a rep, manager, or leader who is responsible for more than one territory, you can see accuracy for each territory they are responsible for individually instead of just their highest level in the hierarchy.I’ve updated the formulas and the instructions in the file attached to this post. Hope this is helpful to those of you in territories!

Right now, when I open a VIEW in Salesforce of a list of CONTACTS, I have no way of adding a large grouping to a FLOW.  I have to repeat the view in a REPORT to add the contacts to a FLOW.  The feature already exists in LEADS.  Could this be an option or maybe it already exists?  See the screen shot of the OPTION not showing in a Contact view within Salesforce.  It would make life so much easier for my users vs. them having to duplicate a view in a report to have the contacts sent over.  SALESFORCE CONTACT VIEW > No button to add a group of contacts to a flow.SALESFORCE REPORT = Has the button to add to a flow 

Groove’s Omnibar isn’t just a Salesforce integration; it’s a powerful command center designed to streamline your daily tasks and enhance your workflow for all selling activities. Seamlessly access Salesforce records, manage contacts, and gather insights from LinkedIn—all from the convenience of your inbox. Spend less time switching between applications and more time focusing on what truly matters!Centralized Control: Access Salesforce records, LinkedIn information, and more in one place. Streamlined Workflow: Add contacts to flows and execute actions without switching platforms. Time-Saving Research: Quickly view related records and activity histories for better decision-making. Enhanced Collaboration: Capture account and contact notes directly within the Omnibar and easily share with your team.Check out how the Omnibar can give you a productivity boost in the short video (~3 min) below:You can execute on your actions that are due from the Omnibar too! See how in the quick clip below: 

It appears there’s a cap of 2 Waterfall (Analyze) widgets on a dashboard.  It would be helpful if there were at least 4 widgets possible.  Trying to create a 4 quarter view of pipeline progression evolution for CRO.

I star opportunities in a list view.  Is there a way to share that view and share my stars which I used to indicate risk I have on deals, or is it not possible for other people to see my starred opportunities (meaning that I’ve starred them, not meaning sharing an opporutnity I’ve starred)

With each user having the power to create, edit and save their own Views, it’s easy to have different teams looking at slightly different data. To get around this, Clari provides you with tools to manage Saved Views and Dashboards of any kind through the Saved View Management and Dashboard Management modules in Clari Studio.  The links above highlight how to take advantage of these modules. The focus of this post will be on when and why you should! The points below are applicable to both Saved View and Dashboard management.  When looking to get started on where you can keep Clari clean, we suggest impersonating a handful of users at different parts of the hierarchy. From there, poke around, open up their views and get a better sense around if a little clean up would go a long way.    Standardizing Clari  Use the search function in the management tools to limit results to similar views that may have slightly different naming conventions Try to ensure you are consistent in naming

Is there a way to see Column Totals as full numbers instead of as a rounded number?For example, I would like to see, or at least toggle to, the full number rather than a rounded total for the column.   

New Clari admin here. One of my users pointed out that he can’t click the Sort By toggle on opportunity chart widgets. The toggle is grayed out for him, but only on the Dashboard -- he is able to toggle it on the full Chart view. As admin, I’m able to click the toggle on the Dashboard widget. Is this by design?  

Is there going to be any app upgrade for usage with Outlook.  My team travels alot and having access with groove on their phone would be great.  They are only able to connect if they are on the computer so they can’t update conversations or create new tasks in the app that is available currently.  

Here is the issue I am dealing with.I am using a tool called SnapLogic to create an extract on the Forecast API. I have been able to use Postman to create these details and then fetch the data from said extract once it is completed. I am also able to fetch these details from SnapLogic using a REST GET snap.However, instead of completing the extract when started from SnapLogic, I receive the following error messages (I have truncated most of the details out of this message):"error":"REST API service endpoint returned error result: status code = 500, reason phrase = Internal Server Error""error_entity":"{"code":"SWW","namespace":"clari-common","errorId":"1e280d001cde5a56b3ff7a8227635b9f","message":"Something went wrong","userId":"117494","orgId":"1338"}"I wasn’t able to find any posts related to this error ID in Clari. Is there someone from support that could give some more clarity on this issue?Here is the basic structure of the REST POST:https://api.clari.com/v4/export/forecast/{foreca

Hey!Is it possible to get Waterfall data from the API?

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.