Ability to Export Clari AI Projections in Bulk

Hi, ​@Nicholas McCaskill! Can you help me clarify where you’re exporting from? If it’s directly from the Forecast Module, or Pulse, or the Opportunities Module, or using one of our API Exports, for example? I think this may be a great Product Idea, but just want to make sure.

Hi Kenna! 

I am exporting from the “Quarterly Pulse” screen. However, the export only works on the view I have defined by the filters. So if I have 5 sales leaders and want to see the projections based on 2 different breakdowns, I would have to export 10 times. What would be ideal is if, in a single export, I could see the AI projections for all 5 leaders based on each breakdown if that makes sense.

Got it. Thank you, ​@Nicholas McCaskill! I think my best suggestion here would be to submit an idea to our Product team to share your feedback and use case. Ideas in our community go directly to our product team’s feedback repository so they can take it into consideration for our product roadmap, and submitting an idea in the community has the added benefit that I’ll update the idea’s status according to how/when our Product team is working on it.