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1,006 Topics
971 Replies
3,450 Members

Welcome to the Clari Circle

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Groove Hub

Sales engagement, reimagined

Recent Posts
Unanswered Questions

Timm IdekerNew Contributor

General Q&A

Sales Attainment - Consolidated View

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.

193

2 days ago

A

Apurva YadavNew Contributor

General Q&A

Clari Admin Certification

Hi Team & @lyuda.rogers ,I've attempted my Clari certification more than 15 times, and my score consistently falls between 70-73. I’ve completed the admin course three times and am confident I’m selecting the correct answers.Could you review the test to see if there might be any issues or provide feedback on my answers?

163

2 days ago

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Apurva YadavNew Contributor

General Q&A

Access to Clari Platform for Customers in Clari University

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 ?

153

7 days ago

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Nisrin SameerkhanNew Contributor

General Q&A

Bulk user update feature in Copilot

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?

733

8 days ago

A

AnnaNNew Member

Best Practices, Learnings, Wins, & Tips

How to insert a scheduler link in a master flow?

Hey all - I’m new to Groove and I’m trying trying to build a master flow that many of my reps can use.We previously used Outreach and would frequently include the variable {{sender.calendar_url}} in flows to allow multiple people to use the flow and include their personal calendar/scheduler link. Is there a merge field like this for Groove?

31

8 days ago

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Robert WebsterClari

Best Practices, Learnings, Wins, & Tips

The leaves are falling, doesn’t mean your forecast should…

You’re probably in full menu-planning and shopping mode by now, but hold on! We need to make sure our forecasts are solid as we close out the year. In this short video I recorded, I’ll walk you through how to inspect your commit and upside deal buckets from the Forecast Module. We want to make sure we’re across every change at this critical time of the year.

10

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9 days ago

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

300

16 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

SF AdminNew Member

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?

91

23 days ago

E

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

310

E

23 days ago

Timm IdekerNew Contributor

General Q&A

Sales Attainment - Consolidated View

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.

193

2 days ago

B

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

11 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.

Welcome to the community

Create your account

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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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.

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.