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Show Reps with no Pipeline for Next Q

  • May 15, 2023
  • 2 replies
  • 49 views
Lala Djafarov
New Contributor
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Is there a way to show on a chart (that then will be pinned to a dashboard) - people that have no pipeline for next quarter?

If I create a straight forward chart of open opportunities it will leave out people with 0$ Pipeline.

 

Thanks!

Best answer by Kenna

Hi, Lala! If you are curious to learn more about forecasting pipeline for future quarters to gain visibility into this (as Ty mentioned), this webinar recording in our Knowledge Base is a good overview. Check it out here.

Graham Knight

2 replies

Ty Lapinski
Clari
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 Hi @Lala Djafarov,

Unfortunately, our charts widgets will only return results if there are records associated to the owner. You can create an Idea for this improvement to display users with $0 pipeline.

Another place to gain visibility to a user with $0 pipeline would be in Forecasting since we display all users and their associated pipeline even if $0.

Hope this is helpful!

Ty Lapinski | Director, Customer Success
Scott K Wilder
Kenna
Community Manager
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  • KennaCommunity Manager
  • Community Manager
  • Answer
  • May 23, 2023

Hi, Lala! If you are curious to learn more about forecasting pipeline for future quarters to gain visibility into this (as Ty mentioned), this webinar recording in our Knowledge Base is a good overview. Check it out here.

Kenna Valdez, Manager, Customer Community, Clari
Scott K Wilder
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