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Mark Lail
New Member
June 27, 2023

Pacing Line Customization

  • June 27, 2023
  • 0 replies
  • 107 views

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. 

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    Kenna
    Community Manager
    Kenna
    Community Manager
    June 27, 2023

    Hello, @Mark Lail! Good news. You can customize the pacing goals in Pulse. We can configure the pacing goals at the global level for your entire Clari instance. So if you want to set a pacing goal of closing 20% of quota for the end of Month 1 of the quarter, closing 50% of quota for the end of Month 2 of the quarter, and closing 100% of quota for the end of Month 3 of the quarter, then those pacing goals will also be reflected in the Monthly Pulse view depending on what month that month is in your quarter.

     

    You can work with Clari Support or your CSM to customize the pacing goals in Pulse today. Was your idea to be able to manage these goals yourself?

    Kenna Valdez, Manager, Customer Community, Clari
    Kenna
    Community Manager
    Kenna
    Community Manager
    June 27, 2023
    New→Under Consideration
    Kenna Valdez, Manager, Customer Community, Clari
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