Clari offers several resources to guide dashboard and widget selection:
- Cadences Hub: The Cadences Hub in the Community contains examples and guides for QBRs, one-on-ones, pipeline reviews, and the recommended widgets for those key moments.
- Product Resources (“Ask Clari”): The “Ask Clari” feature provides a video walk throughs of how leaders are answering specific questions about their business with Clari. This feature can be accessed by clicking the ‘question mark’ icon in the upper-right corner of the Clari app, then selecting ‘Product Resources’.
- Clari University: Within Clari University, you can find courses that break down the fundamentals of using Clari and its features, including Dashboard design, widget choice, Forecasting, etc. Some specific courses that may be helpful to review include Clari Fundamentals: Dashboards and Clari Fundamentals: Revenue Cadences.