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32 Topics

J
New Member
James RobersonNew Member

Allow UI quota controls over subdirectories within any given shareUnder Consideration

Currently our customer uses NetApp Qtree and is allowed to add quotas per subdirectory.  It seems we have a way to do this via CLI but it’s not intuitive and very cumbersome.  We are competing with this feature and would love to be able to simply control the quota of any given directory beneath a given share.  Example:Share = /fileserver1/homedirectory1 /fileserver1/home/jamesdirectory2 /fileserver1/home/ryanFrom the UI, only allow James or ryan folders the ability to write 1TB of data within their folder.  

1
A
Community Manager
11 hours ago
D
Ramping
Dennis HylandRamping

Add "Opportunity Creation" metrics to the Account Engagement ViewUnder Consideration

It would be nice to see “Opportunities Created” in addition to meetings, emails, files so we can see if the activity is paying off. Right now, I have to cross-check this with a dashboard - having it in one place would be nice. 

1
A
Community Manager
12 hours ago
M
New Member
Missy DunaganNew Member

Ability to support two Dynamic Date Fields in Forecasting for Prior Quarter ResultsUnder Consideration

We use both the Close Date and the Original Renewal Date to Forecast within our current Quarter in Clari. Since Clari only supports a single dynamic date field, we are not able to utilize the Last Quarter (or any prior quarter) feature to review EOQ results, or use Clari for Quarterly Business Reviews. 

1
MikeAdams
Community Manager
3 days ago
D
New Member
David RubinNew Member

Trend for Next QuarterUnder Consideration

Trend is very helpful for understanding how this quarter will likely play out, but it does nothing to support pipeline development for future quarters.  Right now, 2 months before the quarter starts… am I good?  Do I need more opportunities or need to progress more opportunities.  Being able to set Trend for next quarter can answer all of these questions while there is still time to take action

2
MikeAdams
Community Manager
4 days ago
A
Community Manager
Ariadne SmithCommunity Manager

Create an account engagement mode based on the Account TeamUnder Consideration

We need a mode to reference account team members. This feature is desperately needed for multiple initiatives that are still pending.

1
MikeAdams
Community Manager
4 days ago
A
Community Manager
Ariadne SmithCommunity Manager

Needing Forecast notes to be visible on the "Expanded Details" view in Forecast widgetUnder Consideration

It would be helpful to be able to see the notes that a seller can submit along with their Forecast on the Expand Details view of the deals that make up their Forecast. Currently, the notes are only visible from the Forecast Summary page. Having the notes on the "Expand Details" view would create a more seamless experience when facilitating our forecast calls. 

1
MikeAdams
Community Manager
4 days ago
A
Community Manager
Ariadne SmithCommunity Manager

Enable more agility for the MEDDPICC reportingUnder Consideration

Clari does not allow to have MEDDPICC columns shown in the Opportunity mode but rather manager mode.- When it comes to manager mode Clari doesn't allow to perform the same filters as in the Opportunity mode (example: Forecasted ARR => field we use to delimit on specific deal size since 'deal size' does not work).- In both modes it is impossible to filter on blanc values for MEDDPICC details fields.- We do not have a proper the "territory segment" filter in the Manager mode.  Basically, anything we have as filters in Opportunity mode we should be having the same in he Manager Mode !

2
MikeAdams
Community Manager
4 days ago
A
Community Manager
Ariadne SmithCommunity Manager

Notification or Audit TrailUnder Consideration

Notification of when my forecast goes from complete to incomplete with an email.Also an audit trail of what was changed and when.

2
MikeAdams
Community Manager
4 days ago
A
Community Manager
Ariadne SmithCommunity Manager

Ability to save filters in analytics modulesUnder Consideration

We need the ability to save filters on analytic modules (Pulse, Trend, Waterfall, Flow) that can be applied to additional users, just as we can save views in the Opportunity module.There are specific opportunities we don't want to include, so need the ability to set a permanent filter so they are disregarded.

3
MikeAdams
Community Manager
4 days ago
F
Ramping
Fionn McGinleyRamping

CalculationsUnder Consideration

Allow creation of simply calculations on Forecast / Opportunities / Dashboard. 

4
MikeAdams
Community Manager
4 days ago
A
Community Manager
Ariadne SmithCommunity Manager

Monthly Forecast WidgetUnder Consideration

It would be fantastic for monthly forecasting companies if the forecast widget could show the monthly forecast calls in addition to the quarterly call.  We want to use a dashboard to "guide" our forecast calls.  Starting with Wat are you calling for this month?  But we have to click into the forecast tab and scroll ALL the way to the right (because monthly calls are always off the page). Then we return to the forecast pressure test dashboard to finish the conversations.  Repeat for each RVP. Would save a lot of time and clicks and greatly improve user experience if we could just see M1 M2 and M3 calls in the widget.  To do this I imagine a widget that could expand across the whole dashboard like the pulse widget does. And while we are on the subject, might as well support annual forecasts in that widget too.  

2
MikeAdams
Community Manager
4 days ago
A
Community Manager
Ariadne SmithCommunity Manager

Custom Configure Columns per repUnder Consideration

I would like the ability to configure my columns to a specific view that only I can see --- while my manager can set his columns to a specific view.Right now I have to configure my columns the way he wants them so he can see them that way. I would like the option to see them differently per user.

3
MikeAdams
Community Manager
4 days ago
K
New Member
Kelly EvansNew Member

forecasting analyticsUnder Consideration

how users perform vs forecast, QoQ, YTD. Sales leadership wants to be able to look at the whole team as a whole and see which users forecasted well (at what point in this quarter did they forecast accurately), who didn’t, who is performing against quota YTD. Having to drill down into each team is difficult for analytics purposes 

2
L
Ramping
4 days ago
C
New Member
Collin RheaNew Member

% of Plan LeaderboardsUnder Consideration

We have no easy way to see “which AE has the highest % Quota Attainment YTD” today. You can create ranked visualizations of $ Won in Opportunities, but % of Quota and $ Gap to Goal sit within the Forecast module where you cannot create visualizations or see across several teams.

2
L
Ramping
4 days ago
D
Ramping
Dennis HylandRamping

Place a Number Next To Each OpportunityUnder Consideration

This is a super simple one - just add numbers next to the Star in the Opportunity Grid so we can count the number of opps. The number should change as we look at team level/individual rep.The sum total should be at the bottom. 

3
MikeAdams
Community Manager
7 days ago
D
Ramping
Dennis HylandRamping

Pipeline Sufficiency Widgets with GoalsUnder Consideration

I would love to see a KPI widget showing Pipeline Sufficiency vs a Goal set by Mgmt. 

4
MikeAdams
Community Manager
7 days ago
D
Ramping
Dennis HylandRamping

Add a "Legend" to the chart viewUnder Consideration

I frequently copy and paste charts into PowerPoints for team meetings, etc.There is no legend box that explains what the colors mean, which makes the charts less effective.

4
MikeAdams
Community Manager
7 days ago
V
New Member
Vlad KhazanovichNew Member

Clari Search Works with "Enter" Key on KeyboardUnder Consideration

When using Clari’s search, I would like to be able to press the “Enter” key on my keyboard and have Clari search for my query, versus having to click with my mouse in the dropdown

1
MikeAdams
Community Manager
7 days ago
T
New Member
Terry BirdsellNew Member

Forecasting Summary authoring/entry experienceUnder Consideration

Within the Forecasting Module, would be for the Summary entry screen to be expandable for authoring.If possible to enter summary and data within the published screen on the right directly vs a new window that is difficult to format text within and or view (due to size), that would be great.Thanks

1
MikeAdams
Community Manager
7 days ago
A
Community Manager
Ariadne SmithCommunity Manager

Starred visibilityUnder Consideration

The ability to star an opportunity orange if you want it for just your personal view, or purple (any color) if you want it to be visible by your manager. 

1
A
Community Manager
7 days ago
C
New Member
Corie BeerNew Member

Dashboard enhancementsUnder Consideration

Add pie charts in dashboards and vertical bar charts. 

2
F
Ramping
7 days ago
P
Clari
Peter KimClari

Funnel Idea - Be able to see Funnel data as a line graph to understand conversion rates over timeUnder Consideration

For understanding seasonality and performance for improving/declining conversion rates, having Funnel data plotted as a line graph would be helpful so you can see how these conversion rates are trending.   

1
MikeAdams
Community Manager
8 days ago
Z
New Member
Zach GranataNew Member

Dark Mode ViewUnder Consideration

Allow the web page to have a dark mode display view! 

1
MikeAdams
Community Manager
8 days ago
B
New Member
Brad TuttleNew Member

Auto-ForecastUnder Consideration

It would be fantastic if my quarterly forecast would auto-populate based on current opportunities, forecast category, and sales stage.  I would then be able to review, and approve or make adjustments before submitting.

1
MikeAdams
Community Manager
8 days ago
C
New Member
Collin RheaNew Member

Dashboard FiltersUnder Consideration

Allowing filtering of dashboards on fields that are common across all panels in the dashboard. Would allow you to use the same dashboard while flexibly moving between views (New Logo vs Install Base, various Segments, Subscription vs. On Prem). If you can filter within Opportunities or Analytics package it’s frustrating you can’t within a Dashboard you pin it to

2
MikeAdams
Community Manager
8 days ago

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