It can be incredibly painful when you can’t find a deal that you expect to see in Clari. Don’t lose hope! There are a handful of useful and quick tips you can implement to more readily find any deals that you are struggling to locate.
Please note that the Scope filter can dictate what deals you have permission to see. If a deal should be assigned to you, but was assigned to someone higher in the hierarchy, you may not have visibility into that deal.
Always work with a Clari Admin who has the appropriate permissions to find any deals that may be hiding in plain sight.
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Use the Search
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Leverage the search function in the top right hand corner of Clari
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You may search for the name of the account or opportunity to ensure the deal is present
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Use groups
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Add a group to see if any particular deal stands out from a forecast category, stage, etc. perspective
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Use the Hierarchy tab when adding a group for Owner to see if the deal exists somewhere outside of the typical hierarchy
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Check Scope
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As mentioned above, if your scope is set to a lower level of the hierarchy, then you will not see deals you may otherwise have visibility into
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Click on your scope filter to make sure you are at the highest level of the hierarchy you have permission to view
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Check Filters
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If you can find the deal, but it’s missing from a particular view, dashboard or forecasting tab, try checking the filters and validating the details for the deal within the Opportunity Grid
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Check SFDC
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Does the deal have the correct ownership?
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Is it in the correct region/territory?
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Check the deal history to see if anything stands out
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Are there more ways you find deals that are tricky to locate? If so, please share and we’ll be sure to update this post!