Skip to main content
  • EN

Recently active topics

15 Topics
Timm Ideker
New Contributor
Timm IdekerNew Contributor
asked in General Q&A
Sales Attainment - Consolidated View

I want a view that shows:$ closed-won bookings and % attainment to goal/quota by quarter $ closed-won bookings and % attainment to goal/quota for the entire fiscal yearWe have 9 account executives and I am confident I can find this data with a ton of clicks and by changing the period and clicking through the small bit of reporting hierarchy we have. I can make it happen via a Salesforce report but I want a dashboard/view that will assemble this essential data for me and look (something) like this:  Q1 Q2 Q3 Q4 FY AE #1 $245K 51% $15K 15% $200K 45%   $460K 33% AE #2 $0 0% $100K 27% $455 102%   $555K 46% AE #3 $50K 6% $550K 145%     $600K 55%  I can’t be the only sales manager using Clari asking for this so forgive me if this already exists. 

193
Kenna
Community Manager
2 days ago
A
New Contributor
Apurva YadavNew Contributor
asked in General Q&A
Clari Admin Certification

Hi Team & ​@lyuda.rogers ,I've attempted my Clari certification more than 15 times, and my score consistently falls between 70-73. I’ve completed the admin course three times and am confident I’m selecting the correct answers.Could you review the test to see if there might be any issues or provide feedback on my answers?

163
alliehall
Clari
2 days ago
A
New Contributor
Apurva YadavNew Contributor
posted in General Q&A
Access to Clari Platform for Customers in Clari University

Hello Team,I have signed up to Clari University for over 24 hrs with the customer account, but i still do not have access to the customer platform in Clari University, nor the admin certification course.Could anyone assist with this issue ?

153
lyuda.rogers
Clari
7 days ago
N
New Contributor
Nisrin SameerkhanNew Contributor
asked in General Q&A
Bulk user update feature in Copilot

I believe there was mention of a new feature for bulk updating user data in Copilot in the last product release article. Has the implementation of this feature been postponed?

733
Kenna
Community Manager
8 days ago
A
New Member
AnnaNNew Member
asked in Best Practices, Learnings, Wins, & Tips
How to insert a scheduler link in a master flow?

Hey all - I’m new to Groove and I’m trying trying to build a master flow that many of my reps can use.We previously used Outreach and would frequently include the variable {{sender.calendar_url}} in flows to allow multiple people to use the flow and include their personal calendar/scheduler link. Is there a merge field like this for Groove? 

31
Kenna
Community Manager
8 days ago
R
Clari
Robert WebsterClari
published in Best Practices, Learnings, Wins, & Tips
The leaves are falling, doesn’t mean your forecast should…

You’re probably in full menu-planning and shopping mode by now, but hold on! We need to make sure our forecasts are solid as we close out the year.  In this short video I recorded, I’ll walk you through how to inspect your commit and upside deal buckets from the Forecast Module. We want to make sure we’re across every change at this critical time of the year.  

10
R
Clari
9 days ago
Kenna
Community Manager
KennaCommunity Manager
posted in Community Announcements
Hi there new members (come see if you won a prize)!

To all of you who joined our community last month, hello and welcome!@lcosta @alhaukaas @Matt Levantin @Marina Addonizio @Ty English @sidir51112 @Matthew Jenkins @MarinaHoli @Marina Holiasmenos @Tomoo Takahashi @kyle.ratliff @Alex Bynum @mlott @Julio Azzini @Ian Setterfield@Omar Khogly @Russ Sieger @James King @Matthew Page @Rory Armstrong @Kris Vedula @Timo Rinne @ksartory @Jovana Popovic @Sam Jones @Amy Appleyard @Jamaica Rosette Dela Cruz @Alen Kolenovic @Mitchell Habryle @jreskevicius @Diana Muradova @Laurie Reader @Vincent Clark @ncunningham @Toby Bradford @Caleb Thompson @AnnaN @Anais Bernard @Kiel Wheat @Wendy Thyssen @Sean Tedrow @Renee Crosby @Carlos Marin @Gautam Gupta @Rune Merlach @Tim Homan @Sean Coghlan @Natori Perez @Zagor @Rachel Gonzalez @nglynn @Michael Basch @Masaki Takahashi @Eric Vindigni @Ana Weller @Amanda Harper @Alex Ip @Milind Gandhi @admin @Rick Maltez @Neil Schulman @Amanda Chen Huang @Zander Ulibarri @Whitney Drazovich @Matthew Colangelo @Jeremy Rathjen @Ty

300
Kenna
Community Manager
16 days ago
lyuda.rogers
Clari
lyuda.rogersClari
posted in Best Practices, Learnings, Wins, & Tips
Pipeline Generation in Clari Forecasting

Do you have your New Business and/or Renewals Business setup in Clari already but wondering what are some other forecasting use cases to bring more visibility in one spot? Clari can also be utilized for pipeline generation tracking. This is powerful for both read-only visibility but it also allows you to set targets by team or even individual reps to keep them on track to meet their pipeline goals.  There are so many ways to utilize this functionality but here are some key best practices to add to your Pipeline Generation Tab that we’ve seen our customers add to their own instances: Pipeline Generation Target: A Pipeline Generation Target is useful to have in regards to seeing if we are on pace to building our pipeline in order to ensure a successful current Quarter: ASPUsing the “Power of One” field in SFDC as a rollup, we can make a quick division of (Generated Pipeline / Generated Deal Count) to see the Average Sales Price. Quick tip: To ensure quality calculations, we can use filte

3663
Rohit Agarwal
Clari
16 days ago
S
New Member
SF AdminNew Member
asked in General Q&A
Salesforce Account field on opportunity grid

Hi I need to display some fields available on the salesforce account object on Clari Opportunity Grid, and Opportunity Details layouts. Do I need to create the same field at the opportunity level in SF to display the opportunity layouts in Clair? 

91
Kenna
Community Manager
23 days ago
E
Clari
Emily PickClari
published in Community Announcements
Sell on the Go with Groove+ Mobile App for iOS

When you’re out in the field, it’s easy to lose time between meetings, and small gaps add up—gaps that could be used for quick follow-ups, updating deals, or logging a key conversation with a prospect. Getting back to your computer just to manage these tasks feels like a missed opportunity, especially when every minute counts toward closing the next deal. That’s where the Groove+ mobile app comes in. Now, you can manage your sales workflow right from your iPhone, with no need to wait until you're back home or at the office. It’s the productivity boost you need to stay on top of your deals, even on the move. Manage Your Deals Without Missing a BeatGroove+ empowers you to take action wherever you are, ensuring no opportunity slips through the cracks. Whether you're waiting for your next meeting or heading back from a site visit, you can seamlessly keep your pipeline updated. It’s built for field sellers who want to stay connected to their deals without the need to be tied to a laptop. Wi

310
E
Clari
23 days ago
S
New Member
stacy.meadowsNew Member
asked in General Q&A
Increase Waterfall Widget Cap on Dashboards

It appears there’s a cap of 2 Waterfall (Analyze) widgets on a dashboard.  It would be helpful if there were at least 4 widgets possible.  Trying to create a 4 quarter view of pipeline progression evolution for CRO.

151
J
Engaged Member
27 days ago
nsarbudak
New Contributor
nsarbudakNew Contributor
posted in Introductions
Hello from Paychex!

Hello from Paychex.  Excited to learn more from the Clari community!

51
Kenna
Community Manager
28 days ago
B
Engaged Member
bree.lewisEngaged Member
posted in Introductions
Intro: Bree Lewis - RevOps Systems Manager

Hi my name is Bree Lewis, I’m a Revops Systems ManagerI currently don’t have pets unless you consider my kids (Wild ones) 😩My favorite activity currently is walking the trailsMy company recently implemented Clari not even a month ago and I’m most interested in learning about the admin certification. 

141
Kenna
Community Manager
28 days ago
M
New Member
Milind GandhiNew Member
posted in APAC
Dummy Users not populating in Clari

I normally create dummy users with the purpose of having them sit in the Forecast hierarchy. Usually adding them to the right Teams and assigning them the appropriate hierarchy is all I need for it to populate correctly in SFDC, but for some reason these Dummy users are not showing up in my Clari forecasts. Anyone know what I might be missing here?

71
Kenna
Community Manager
28 days ago
J
New Member
Jimmy MarinoNew Member
asked in Best Practices, Learnings, Wins, & Tips
Clari Admin Certification

Hello, I signed up for Clari University a couple days ago but I still don’t see the Admin Cert course in catalogue. I read the courses available should have updated within 24 hours after I signed up.  Can anybody help?

2056
Kenna
Community Manager
28 days ago

Badge winners

Show all badges
Terms & ConditionsCookie settings