Product Q&A

I am looking for the ability to add similar filters and set the logic between those to be OR rather than AND. In Salesforce this can be done in reports with “filter logic” option. Is this already possible in Clari Opportunity view?

Clari gives you visibility into all of the deals across your CRM, which is helpful when reviewing trends in your closed-lost deals and understanding how your team has performed over time. With all of this account and opportunity data, sometimes, it can be helpful to specify the deals you are looking at a little further.   This functionality is built directly into Clari’s search in both Clari Mobile and Clari Web. When to use the Total, Open, and Closed options in Clari’s SearchMaybe you are looking for a critical deal that supports your forecast and is still open. Search for the deal name and specify “Open” deals in your search to get a list of just the open deals that match your search.  

People really want to leverage the AI Projection but to build trust in it they often want this question answered. It’s a point that comes up a lot from various customers and this article explains it far more eloquently than I ever could! https://clari.my.site.com/customer/s/article/Why-arent-the-individual-projections-rolling-up-to-my-teams-projectionAnything else you want to know about Clari’s AI projection? Ask below!  

As customers start using Clari’s Autocapture feature, we have noticed there is a frequent question around how Clari defines the activities we capture automatically.Clari's Autocapture matching logic uses the following data points on the Activity and in the CRM to drive a match between a contact and the correct Account and Opportunity in your CRM:Domain Matching Ownership/Internal Participant Matching External Participant Matching Matching Tiebreakers (If enabled)Find more information on Autocapture’s Matching Logic here.If you have any questions, please reach out to your Customer Success Manager or Support for additional information.

Sometimes, it’s too easy to become hyper-focused on a deal that’s simply flying through your sales cycle on its way to closed-won, or the spin your wheels on a deal where you just can’t get the buying team to engage the way you want them to — but in order to achieve revenue precision, you need to maintain a perspective on your total overall pipeline. So how can you keep track of which deals are gaining or losing ground?

Just like we have viewers and shared forecasts so that we can allow individuals to see forecasts of others, is there a way to share the pulse view as well? The use case here is we have VP’s of sales that occasionally are out of office during our weekly forecast call so they have one of there Directors take over. The Director is a viewer of the forecasting so they can talk through everything that rolls up to the VP, however they can still only see Pulse for just their team and not at the VP level. Is there a way to be able to allow them to see Pulse at the VP level like the can for forecasting?

At any given point in the quarter, you need to know if you have the right inventory of deals to achieve your goal. Based on how you usually perform for the remainder of the quarter, how can you tell if you have what you need to hit your number?

Our Analytics AMA with @paige_at_clari is next week!Submit your questions about Analytics, including Flow, Funnel, Pulse, Trend, and Waterfall today and Paige will answer them next Tuesday. Looking forward to your questions! You can submit the here.

Hi Community! How does changing an ‘Amount Field’ impact Clari?For example - If we are using the TCV or Deal Size as the mapped field but want to change it to ACV, what will changing that impact across the board?  

In office hours today, we had a question around weekly forecasting indicators. In the Forecasting module, if you have weekly forecasting set up, you can configure forecasting so your team makes and tracks their call for every week within the quarter.  This is different from the standard quarterly setup because teams will have a static call for each week, with a forecast status for each week.Functionally, this means that Clari will expect your reps to make a forecast call for each week fo the quarter, every week.If reps only fill out the current week, the rest of the indicators for the quarter will remain “incomplete”.  This setup can be useful if you want to track what your reps think they will close in the coming quarter, and which week they think those deals will close.Alternatively, if you are simply looking to review what your team has called in the past, you can review past weekly forecast calls using the For

I was on our Commercial team’s forecast call this week (always trying to be a student of revenue 🤓), and the first thing Michael did was ask Clari, ‘What happened since our last Forecast call?”He went into Waterfall, and adjusted the settings to show changes over the past 7 days, and filtered on ‘Path to Plan’ = True. Waterfall showed the team exactly what happened - where they had deals that slipped, where they had amount increases / decreases, where they pulled in deals to the forecast. The insights (1) set the overall context for the forecast call and (2) gave Michael the visibility to know where he had revenue leak.  

I have been thinking that it would be nice to have more Clari admin capabilities. For example, if we want to configure columns or filters in the Forecasting tab we have to ask our CSM to make those changes for us. @Andrew Pitman is a FANTASTIC CSM but I’ve also been thinking that it would be nice to have a “super admin” profile where we can make those changes ourselves (perhaps even with a Sandbox environment). 

Activity is mapped to an account/opportunity using two matching points:account owner the domain(s) on the accountIf you are seeing an incorrect individual mapping to an account/opportunity, this is likely the result of an incorrect contact domain being present within SFDC. To verify and fix this issue, find the account/opportunity in your SFDC instance where the incorrect person is showing up. Find this individual within the Contacts/Contact Roles section and remove them. It is likely this person was added in error within SFDC. By removing the incorrect Contact you will remove this domain from the account/opportunity.Note: Clari utilizes the contact/contact role email address domains as the matching domains on account/opportunity.You can find more information on 

I have a new manager who is replacing an old one. I set up her role in Salesforce and she is showing up correctly in Clari, but I can’t seem to get her team to move from the old manager to her. How do I move the people?

Recently notice that inside forecasting we have a nice little chart on the right side panel. Seems to be a miniatured version of Pulse?

We are developing a Workfront training for our new hires to get them onboarded to Clari and forecasting regularly. Curious to know what other teams have done to get their new hires onboarded quickly. 

Is there or will there be a section to submit, comment on, track and upvote feature requests?