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Emailing Dashboards on a regular basis

  • June 3, 2026
  • 2 replies
  • 6 views
B
New Contributor

I would like to have a Dashboard sent to me on a regularly scheduled cadence.  Is that possible?  If that is not possible, is it possible to do so for reports?  This would be similar to dashboards in SFDC where both can be sent regularly

    2 replies

    brynjahill
    Clari
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    • brynjahillClari
    • Clari
    • June 4, 2026

    Hi ​@Brian Fay! Yes! Revenue Cadences are a core part of Clari Guide where an admin can launch cadences (dashboards) to roles and users in Clari weekly during a 13 week cadence. I’d recommend looking at this resource!

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    B
    New Contributor
    • Brian FayNew Contributor
    • Author
    • New Contributor
    • June 4, 2026

    Thanks.  But I want those Dashboards within Guide to be emailed to me on a regular basis so I can use them for messaging with my teams.  A simple snapshot of the DB would suffice on a regular cadence.  Just like I can with a DB or Report from SFDC.  I want to be able to subscribe members of my leadership team.

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