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998 Topics
947 Replies
3,397 Members

Welcome to the Clari Circle

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Copilot Hub

Win every revenue moment with Clari Copilot.

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Collaborate and close with Clari Align

Groove Hub

Sales engagement, reimagined

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Unanswered Questions

KennaCommunity Manager

Community Announcements

Hi there new members (come see if you won a prize)!

To all of you who joined our community last month, hello and welcome!@lcosta @alhaukaas @Matt Levantin @Marina Addonizio @Ty English @sidir51112 @Matthew Jenkins @MarinaHoli @Marina Holiasmenos @Tomoo Takahashi @kyle.ratliff @Alex Bynum @mlott @Julio Azzini @Ian Setterfield@Omar Khogly @Russ Sieger @James King @Matthew Page @Rory Armstrong @Kris Vedula @Timo Rinne @ksartory @Jovana Popovic @Sam Jones @Amy Appleyard @Jamaica Rosette Dela Cruz @Alen Kolenovic @Mitchell Habryle @jreskevicius @Diana Muradova @Laurie Reader @Vincent Clark @ncunningham @Toby Bradford @Caleb Thompson @AnnaN @Anais Bernard @Kiel Wheat @Wendy Thyssen @Sean Tedrow @Renee Crosby @Carlos Marin @Gautam Gupta @Rune Merlach @Tim Homan @Sean Coghlan @Natori Perez @Zagor @Rachel Gonzalez @nglynn @Michael Basch @Masaki Takahashi @Eric Vindigni @Ana Weller @Amanda Harper @Alex Ip @Milind Gandhi @admin @Rick Maltez @Neil Schulman @Amanda Chen Huang @Zander Ulibarri @Whitney Drazovich @Matthew Colangelo @Jeremy Rathjen @Ty

250

2 days ago

lyuda.rogersClari

Best Practices, Learnings, Wins, & Tips

Pipeline Generation in Clari Forecasting

Do you have your New Business and/or Renewals Business setup in Clari already but wondering what are some other forecasting use cases to bring more visibility in one spot? Clari can also be utilized for pipeline generation tracking. This is powerful for both read-only visibility but it also allows you to set targets by team or even individual reps to keep them on track to meet their pipeline goals. There are so many ways to utilize this functionality but here are some key best practices to add to your Pipeline Generation Tab that we’ve seen our customers add to their own instances: Pipeline Generation Target: A Pipeline Generation Target is useful to have in regards to seeing if we are on pace to building our pipeline in order to ensure a successful current Quarter: ASPUsing the “Power of One” field in SFDC as a rollup, we can make a quick division of (Generated Pipeline / Generated Deal Count) to see the Average Sales Price. Quick tip: To ensure quality calculations, we can use filte

3513

2 days ago

SF AdminNew Member

General Q&A

Salesforce Account field on opportunity grid

Hi I need to display some fields available on the salesforce account object on Clari Opportunity Grid, and Opportunity Details layouts. Do I need to create the same field at the opportunity level in SF to display the opportunity layouts in Clair?

9 days ago

Emily PickClari

Community Announcements

Sell on the Go with Groove+ Mobile App for iOS

When you’re out in the field, it’s easy to lose time between meetings, and small gaps add up—gaps that could be used for quick follow-ups, updating deals, or logging a key conversation with a prospect. Getting back to your computer just to manage these tasks feels like a missed opportunity, especially when every minute counts toward closing the next deal. That’s where the Groove+ mobile app comes in. Now, you can manage your sales workflow right from your iPhone, with no need to wait until you're back home or at the office. It’s the productivity boost you need to stay on top of your deals, even on the move. Manage Your Deals Without Missing a BeatGroove+ empowers you to take action wherever you are, ensuring no opportunity slips through the cracks. Whether you're waiting for your next meeting or heading back from a site visit, you can seamlessly keep your pipeline updated. It’s built for field sellers who want to stay connected to their deals without the need to be tied to a laptop. Wi

250

9 days ago

stacy.meadowsNew Member

General Q&A

Increase Waterfall Widget Cap on Dashboards

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.

13 days ago

nsarbudakNew Member

Introductions

Hello from Paychex!

Hello from Paychex. Excited to learn more from the Clari community!

14 days ago

bree.lewisEngaged Member

Introductions

Intro: Bree Lewis - RevOps Systems Manager

Hi my name is Bree Lewis, I’m a Revops Systems ManagerI currently don’t have pets unless you consider my kids (Wild ones) 😩My favorite activity currently is walking the trailsMy company recently implemented Clari not even a month ago and I’m most interested in learning about the admin certification.

141

14 days ago

Milind GandhiNew Member

APAC

Dummy Users not populating in Clari

I normally create dummy users with the purpose of having them sit in the Forecast hierarchy. Usually adding them to the right Teams and assigning them the appropriate hierarchy is all I need for it to populate correctly in SFDC, but for some reason these Dummy users are not showing up in my Clari forecasts. Anyone know what I might be missing here?

14 days ago

Jimmy MarinoNew Member

Best Practices, Learnings, Wins, & Tips

Clari Admin Certification

Hello, I signed up for Clari University a couple days ago but I still don’t see the Admin Cert course in catalogue. I read the courses available should have updated within 24 hours after I signed up. Can anybody help?

1936

14 days ago

Renee CrosbyNew Member

Introductions

Hello from CS Ops

Renee Crosby - Director of Customer Success Operations at SOCiMy pup Avett Scott Doodlebutt and I reside in Austin, TX which means some of my fave non work activities involve tacos, live music and taking Avett to the lake.I’m eager to learn more about leveraging insights from Copilot.

292

20 days ago

SF AdminNew Member

General Q&A

Salesforce Account field on opportunity grid

9 days ago

stacy.meadowsNew Member

General Q&A

Increase Waterfall Widget Cap on Dashboards

13 days ago

Milind GandhiNew Member

APAC

Dummy Users not populating in Clari

14 days ago

Barbara ThomasNew Member

General Q&A

Curious about how other members are using Salesforce and Clari to track revenue?

Looking for inspiration and how-to from the community. Thanks

1051

10 months ago

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Clari customers and employees with an app.clari.com login can click the first blue Log in button below. Align, Copilot, or Groove customers, Clari Partners, or other guests can enter a username and password below to log in. Please reach out at community@clari.com if you need any help to log in.

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Please reach out at community@clari.com if you need any help to log in.

Clari customers and employees with an app.clari.com login can click the first blue Log in button below.

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Please reach out at community@clari.com if you need any help to log in.