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alex
Salesloft Employee
Salesloft Employee
February 22, 2023

Saved Views Everywhere 🧐

  • February 22, 2023
  • 0 replies
  • 166 views

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.

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krystiwalker
Regular Contributor
April 10, 2023

@Lindsey Herndon This will give you insight into how to create saved views to match your forecasting settings.