Welcome to the Clari Circle

Ability to enter dynamic goals on historical trend line dashboard widget for different leaders

Wondering if it would be possible to show a dynamic target for the goals on the historical trend line widget in Clari. Thanks,JanicaSilverfort

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1 day ago

brynjahillClari

How to Write High Quality Smart Topic Descriptions

A practical guide to creating accurate, high-signal topicsSmart Topics surface important moments from conversations. The quality of results depends on how the topic is written.After analyzing many Smart Topics across customers and datasets, three pat

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4 days ago

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Gregg HartingNew Member

Replying to an email thread in Groove without enrolling in a flow

YTD Performance

In Clari Forecast, would love to see a way to see dynamic YTD performance based upon current quarter. That is if in Q2, I would see a column of YTD Quota (Q1 Quota + Q2 Quota) and YTD Results (Closed, Commit, Best Case & Pipeline). In Q3, this da

Joe WeberNew Member

Hi, So far when I am using Groove, I am only able to reply in an email thread if that contact is enrolled in a flow. What if I have an existing email thread with a contact that I want to contact directly via Groove? It appears that there is no way to

71

10 days ago

brynjahillClari

Copilot Salesforce Integration Best Practices

Overview When a Copilot call finishes processing, Copilot automatically creates a Task in Salesforce How to Find if Copilot pushed a call to Salesforce? For a given call in Copilot: Open the Call Review page. In the right-hand CRM Info panel, look

290

11 days ago

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Estelle TorreNew Contributor

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

153

12 days ago

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Adi Yehuda FaiansNew Contributor

Questions to Ask Clari

Accessibility- Color Blindness

The opportunity grid uses red and green to highlight changes.We have a rep with a color blindness- for him the green and red becomes Gred… and its hard for him to differentiate the two.Any plans on enabling to chose different colors?What do you recom

1764

15 days ago

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

110

25 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

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Janica BillsNew Contributor

Ability to enter dynamic goals on historical trend line dashboard widget for different leaders

Wondering if it would be possible to show a dynamic target for the goals on the historical trend line widget in Clari. Thanks,JanicaSilverfort

Gregg HartingNew Member

Replying to an email thread in Groove without enrolling in a flow

YTD Performance

In Clari Forecast, would love to see a way to see dynamic YTD performance based upon current quarter. That is if in Q2, I would see a column of YTD Quota (Q1 Quota + Q2 Quota) and YTD Results (Closed, Commit, Best Case & Pipeline). In Q3, this da

Joe WeberNew Member

Hi, So far when I am using Groove, I am only able to reply in an email thread if that contact is enrolled in a flow. What if I have an existing email thread with a contact that I want to contact directly via Groove? It appears that there is no way to

71

10 days ago

E

Estelle TorreNew Contributor

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

153

12 days ago

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

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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?

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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

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