![](https://uploads-us-west-2.insided.com/clari-en/attachment/d8ad9412-fa99-4406-aab8-dd9d70c488f1.png)
Our first huddle on 7/10 was a success!
If you missed it, check out the recording here to get up to speed on what to expect for the rest of the cohort.
Week 1 Exercise:
Navigate to Analytics → Flow
- Find Closed Lost Deals Last Quarter
- Segment by 2+ categories
- Share takeaway(s) w/group
See video walk through of this exercise from Clari here.
Step by step breakdown:
- Select date range = last quarter.
![](https://uploads-us-west-2.insided.com/clari-en/attachment/b9d5fd40-1059-4afa-859c-ae5c40708023.png)
- Select whether you want to use Opportunity mode or Product mode
-
Confirm the Amount, Breakdown, and Date fields are set as desired. Recommended setup shown below.
- Add filter(s) to further segment your data. Example: Type (ie “New” or “Renewal”), Product, etc
![](https://uploads-us-west-2.insided.com/clari-en/attachment/13337ac9-9902-4c8f-975b-b48f7eda716c.png)
- Click on the Closed Lost deals in Flow to open them in the Opportunity view
- Group the Opportunities to slice the data different ways (ie Closed Lost Reason, Competitor, etc)
![](https://uploads-us-west-2.insided.com/clari-en/attachment/eaab9075-23f3-4070-bf21-59433078a86a.png)
7.Share your takeaways below in the comments.
- Need help troubleshooting in Clari?
- Having data issues?
- Why did your team(s) lose deals last quarter?