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Creating Opportunity View from Analytics Modules

  • July 13, 2023
  • 1 reply
  • 87 views
J
New Contributor

Hello! 

We have found the drill down views from the Analytics Modules to be very helpful. However not being able to save Opportunity views that are created with Analytics tools has created some impediments when sharing out valuable data to our teams. 

 

Anyone else has similar sentiments? Also, curious if someone on the Clari side could comment on if this is a feature being worked on? 

 

Appreciate you all! 

Best answer by Kenna

Hi, @Jaret Singh! This is great feedback. At this time, the workaround in this case would be to recreate your filters in Opportunities directly in order to save the View, but another community member submitted this feedback as an idea that you can upvote to provide feedback to our product team!

1 reply

Kenna
Community Manager
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  • KennaCommunity Manager
  • Community Manager
  • Answer
  • July 14, 2023

Hi, @Jaret Singh! This is great feedback. At this time, the workaround in this case would be to recreate your filters in Opportunities directly in order to save the View, but another community member submitted this feedback as an idea that you can upvote to provide feedback to our product team!

Kenna Valdez, Manager, Customer Community, Clari
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