Welcome to the Clari Circle

Best Practices, Learnings, Wins, & Tips

Morgan PurroNew Member

Schedule export of entire pipeline

I want the ability to schedule an email of my entire open pipeline so I can log in each Monday and have access to the data and create AI workflows to provide quick insights.

MichaelLukacsNew Member

Why your revenue forecasts look accurate but are fundamentally broken

Revenue forecasts often look precise because the dashboards are clean and the numbers align but that’s exactly the trap. Most systems rely on historical data, fixed stages, and rep inputs that aren’t consistently updated. So while the output appears

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10 days ago

ashubelClari

What do you think? We want to hear your feedback

What do you like? Which workflows have you tried? What would help communicate to your team? Leave questions or feedback for our product team

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?

AlexDenNew Member

Prefill meeting fields

Is it possible to prefill user data via URL query parameters? I want to append fields like firstname and email to the booking link (e.g., https://meetings.groove.clari.com/xxxxxx?firstname=Alex&email=test@mail.com) so that the form is automatical

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A

24 days ago

ryan.costelloRegular Contributor

Tips Re: Easy Access to Calls of Deleted User

Greetings. I'm looking for advice when it comes to accessing calls from deleted users. We set up Clari Copilot in a way that specific roles have access to calls based on manager. However, when a user is deleted, they lose that manager designation and

Mario BrackeNew Member

ACV in Clari

Can you tell me why the ACV mentioned in CLARI does not always correspond with the Salesforce value?

171

30 days ago

C

cschaferNew Contributor

How to search for call dispositions from task/groove in Copilot?

I have a manager who wants to be able to search for call results in copilot (connected, left voicemail, etc) however I cannot see a way to currently do that with the available options and there is not a way to link the task/activity data back to the

Estelle TorreNew Member

General Q&A

Ability to customise forecast widget

Hi, is it possible to edit what columns are showing when adding a widget from the forecasts onto dashboards? ThanksEstelle

11

3 hours ago

Best Practices, Learnings, Wins, & Tips

Morgan PurroNew Member

Schedule export of entire pipeline

I want the ability to schedule an email of my entire open pipeline so I can log in each Monday and have access to the data and create AI workflows to provide quick insights.

MichaelLukacsNew Member

Why your revenue forecasts look accurate but are fundamentally broken

Revenue forecasts often look precise because the dashboards are clean and the numbers align but that’s exactly the trap. Most systems rely on historical data, fixed stages, and rep inputs that aren’t consistently updated. So while the output appears

AlexDenNew Member

Prefill meeting fields

Is it possible to prefill user data via URL query parameters? I want to append fields like firstname and email to the booking link (e.g., https://meetings.groove.clari.com/xxxxxx?firstname=Alex&email=test@mail.com) so that the form is automatical

150

A

24 days ago

ryan.costelloRegular Contributor

Tips Re: Easy Access to Calls of Deleted User

Greetings. I'm looking for advice when it comes to accessing calls from deleted users. We set up Clari Copilot in a way that specific roles have access to calls based on manager. However, when a user is deleted, they lose that manager designation and

Mario BrackeNew Member

ACV in Clari

Can you tell me why the ACV mentioned in CLARI does not always correspond with the Salesforce value?

171

30 days ago

C

cschaferNew Contributor

How to search for call dispositions from task/groove in Copilot?

I have a manager who wants to be able to search for call results in copilot (connected, left voicemail, etc) however I cannot see a way to currently do that with the available options and there is not a way to link the task/activity data back to the

phoebe_hookNew Contributor

Persistent 502s being returned from Co-pilot API

IssueWhen we make bursts of request to the `call-details` API endpoint we receive a 502. Error: Bad gateway. Background As part our companies service, we offer integration with Clari Copilot meeting data.We make API calls to Copilot on our customer’s

Dan AilincaiNew Contributor

Questions to Ask Clari

Feature Inquiry / Enhancement Request: Historical Point-in-Time Filtering & Snapshot Grouping

Hi team -I am looking to build a pipeline trend visualization (stacked graph) that utilizes historical snapshots. The goal is to track the evolution of our pipeline while applying specific logic to the data as it existed at the time of the snapshot,

Rickey ReedNew Member

Manual CRM Refresh

Hi Team, why I am unable to manually refresh a CRM sync? It’s incredibly frustrating having to wait for Clari to choose when it wants to refresh from the CRM. I make changes in SFDC that don’t reflect in Clari until it decides that it’s time to re-sy

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