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Understanding the "Other" Bucket in Trend

  • July 12, 2022
  • 1 reply
  • 36 views

MikeAdams
Thought Leader
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I was working with a client who had recently added a new stage to their configuration.

They had backfilled previous opportunities with the relevant stage information, but when they looked at trend for previous quarters, they noticed that a significant proportion of their deals from those past quarters were now showing in Trend as “Other”.
 

It is important to note that there are certain changes that can impact your Clari configuration.  Find more information about what changes impact your Clari configuration and how you can address them here:

https://clari.zendesk.com/hc/en-us/articles/115001823651-Salesforce-Changes-that-Impact-Clari

1 reply

@David Ma  This is one of the articles I mentioned that would be a useful resource for your stage changes.