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Monthly Filters

  • May 2, 2024
  • 3 replies
  • 31 views
J
New Contributor
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Hello Clari Team,

 

Please consider the following feature request:

  • Add filter options for "3 Months Out" and "X Months out"

Why?

  • Sales leadership wants monthly forecasting for the next 6 months
  • There is already a filter for "This Month" and "Next Month"
  • There is no easy way to filter for "3 Months out" or "4 Months out" or "6 months out"
  • Quarterly views are nice, but don't provide the granularity that I need

Thank you!

    J

    3 replies

    Kenna
    Community Manager
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    • KennaCommunity Manager
    • Community Manager
    • May 2, 2024

    Hi, @Jim Berry! Can I confirm what module(s) in Clari you would like to see these filters (i.e. Opportunities, Pulse, Forecast, etc.)?

    Kenna Valdez, Manager, Customer Community, Clari
    J
    New Contributor
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    • Jim BerryNew Contributor
    • Author
    • New Contributor
    • May 2, 2024

    I’m not familiar with all of Clari’s product.  We use Clari for internal forecasting.  This would be helpful filter on Opportunities so that I can review them in monthly groups instead of quarterly groups.

    Happy to get on a call to show you what this looks like and explain the use case.

    Kenna
    Community Manager
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    • KennaCommunity Manager
    • Community Manager
    • May 2, 2024

    Thanks, @Jim Berry. The good news is that your Clari Admin can add the filters that you’re looking for to Opportunities using Field Config. They can edit your date field(s) to create custom filters options for the date ranges that you’re interested in seeing (3 months out, 6 months out, etc.). Your Clari Admin is likely already quite familiar with Field Config, but I have linked some helpful articles from our knowledge base that they can refer to just in case!

    Kenna Valdez, Manager, Customer Community, Clari
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