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Build Your Own Clari Dashboards

  • December 7, 2022
  • 1 reply
  • 95 views

Parin Lad
Clari
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Whether you want to focus on Pipeline, manage QBRs or or provide general visual insight, you can create Dashboards to suit your organisation’s needs.

Here are some great resources to help: 

How To Build A Dashboard: https://claricommunity.force.com/customer/s/article/How-to-Build-a-Dashboard

Dashboard Ideas: https://claricommunity.force.com/customer/s/article/Recommended-Dashboards

Dashboard Management and Admin: https://claricommunity.force.com/customer/s/article/Dashboard-Management

 

If there are any interesting / insightful / unusual 🤔 Clari Dashboards you’re using, the Community would love to hear about them here 👇🏾 in the comments! 

1 reply

Parin Lad
Clari
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  • Author
  • Clari
  • December 8, 2022

@Stephanie Scattolini @Mike Green - here is the Post I mentioned around some Dashboard ideas.

Also, here are the examples of Views that can be used to create a “hygiene” type Dashboards. The wording here might vary from organisation to organisation but you will have your own terminology.