Dashboards allow you to curate the data and insights that you can find across Clari on a single page to answer your most important questions about your business in key scenarios like End of Quarter, QBRs, board meetings, and manager <> rep 1-on-1s.
Dashboards are a powerful tool, but we know it can be intimidating to wrap your head around what dashboards you need and what insights to put in them at first. So, we're here to help!
First, think about the people for whom you're trying to provide a view into your business:
How can you specialize dashboards for different roles or personas at your organization (i.e., reps, managers, CSMs, AMs, CRO, CMO, CFO)?
Do you have Modes set up for the different personas at your organization? Are you using these Modes in your Saved Views (in Opportunities and Analytics/Accounts!) and Dashboards?
Then, you can think about the key points in your revenue cadence:
What are the critical moments throughout your week, month, quarter, and fiscal year? Our revenue cadence playbook can help you define these.
Here are some common use cases for dashboards that we recommend you have in your Clari environment:
- Current Quarter Dashboard
- QBR Dashboard
- Board Dashboard
- 1:1 Dashboard
- Risk Dashboard
- Hygiene "Clean Your Room" Dashboard
- NDR/Renewals Dashboard
- CFO Dashboard
- Pipeline Creation Dashboard
- Products Dashboard
Finally, you need to figure out what people need to know at these key moments.
What do they need to know about the business at these critical points in your week, month, quarter, or fiscal year? What questions do they ask? Some of the dashboards in the list above include links to the dashboard guides in our Knowledge Base, and these include our best practice recommendations for what questions to ask and what dashboard widgets you can use to answer them.
But you also want to customize your dashboards for your unique teams and business:
You can check Dashboard Management for any private dashboards these users have already built. Do you have any duplicate dashboards that you could consolidate into a shared dashboard?
Remember, the Scope will automatically adjust the dashboard according to the highest level of your Salesforce hierarchy that the user has permission to view, and allow them to navigate to different levels of the hierarchy. So, you can create one dashboard and share it with multiple roles in Clari.
Don't hesitate to talk to these personas directly, and ask them what they need to know!
Once you know what your key moments are, you can build a Dashboard for each one. Typically, each question you need to ask in that moment = at least 1 Dashboard Widget that you should add to help answer that question.
You can learn more about building Dashboards in University or in the Knowledge Base if you need guidance!