What is the easiest way to see my pipeline by quarter?

Hello, ​@Daniel Taibleson! One simple way to do this would be using Groups and Charts.

You can look at a Saved View (or create one) in the Opportunities Module that includes all your deals with a Close Date within whatever specific quarters you’re interested in (simply add a filter for Close Date and select one or more of the filter options your organization uses, or apply a custom one). In my example below I’m looking at deals with a Close Date in the CQ, NQ, 2 Quarters Out, or 3 Quarters Out because those are my options in our demo environment:

 

From there, you can add a group for Close Date. You can even select the Quarterly tab, and Clari will calculate the total amount and total number of deals for those closing in each quarter for you.

You can click on any group to view those specific deals in your opportunity grid:

However, if you would really like to visualize these totals, I would recommend toggling from Grid Mode to Chart Mode using the icons in the top right (shown below):

Chart Mode is a great way to visualize your pipeline. You can even add a second Group if you want to break down the bars in your chart by another variable. For example, here I added a second group for Forecast Category to visualize where each of the deals in my pipeline across the next couple quarters are in regards to their forecast category. You could also add a 2nd group for stage instead of forecast category if that’s more meaningful to you. Plus, you can then click on any of the segments in these bars to take a closer look at those specific deals:

Hope this helps! Please do let me know if you have any questions!