I currently have a spread sheet that represents my gap to goal (quota)
Is there a way I can build a custom dashboard to replace this spreadsheet?
I have three categories: Commit, Strong BC and BC with a third table for “pipeline deals”
Within these tables are: Account name, FCST status, TYPE of Deal, ACV, TCV and notes and comments
Below all this I of course have a final table: Rep Quota for the QTR, Totals for Strong BC, BC and Commit, along with a percentage of forecast.
I assume if each rep has this a manager can see a roll up of all the numbers into an easily readable format
I have browsed up and down and can not find an easy to follow guide on how to build something like this.
Best answer by Kenna
Hi, Cody! I have some resources that may be helpful to you.
In terms of the actual steps to build a dashboard in Clari, I would recommend this article in our Knowledge Base. We also have a course on this in Clari University if you would prefer some self-paced training. You can find the course here.
I might also recommend checking out one of our dashboard guides — this one on 1-on-1 dashboards might be most useful to you.
Finally, if you need any assistance with exactly where to find the data you want to pin to your Dashboard in your organization’s unique Clari instance, you can always reach out to your Clari Admin and/or work with your Clari CSM for some additional help!
Hi, Cody! I have some resources that may be helpful to you.
In terms of the actual steps to build a dashboard in Clari, I would recommend this article in our Knowledge Base. We also have a course on this in Clari University if you would prefer some self-paced training. You can find the course here.
I might also recommend checking out one of our dashboard guides — this one on 1-on-1 dashboards might be most useful to you.
Finally, if you need any assistance with exactly where to find the data you want to pin to your Dashboard in your organization’s unique Clari instance, you can always reach out to your Clari Admin and/or work with your Clari CSM for some additional help!
I am finding this may be a limitation I am running into both on the Elastic side and the Clari side. What my management wants to see specifically may not be possible in Clari yet.
Thanks, Cody — if your team finds that there are any additional capabilities you need to surface the metrics you’re interested in, please don’t hesitate to submit a product enhancement idea (or upvote an existing one)!
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