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Hi, could someone explain to us what is meant with the different modes? For example, what does PAFO as abbreviation mean? Also, how can I exclude different product lines when those are sold soley and not in combination with other products? Best regards, Ulrich

Hi, Ulrich! I would need to defer to your Sales/RevOps team at your company regarding what the abbreviation PAFO stands for.

Regarding excluding all product lines but one, Clari’s filters do have an Exclude Toggle that allows you to run excluding or “NOT” queries. So you could do something like this where you add a filter for Product Type (or whatever that field is named in your Clari instance), and enable the Exclude Toggle so that it’s on (green). Then you could exclude everything but the specific product you want to solely see — you can do this multiple times if you want to see various opportunities where only single product lines are being sold.

 

 


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