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Knowledge Base Topics
- Opportunity Grid for Managers and Execs
- Forecast Overview
- Understanding Effort/Engagement
- Train-the-Trainer Packets
- Smart CRM Suggestions
- How the Clari Projection Works
- Forecast Status
- Relationship Insights
- Why is the AI Projection different when I change the Breakdown Field?
- Forecast History
- Revenue Operations' Role on Forecast Calls
- Managers and Execs: Calling Your Number
- How To Interpret the Clari Projection
- How does the Clari Role affect Forecast?
- Why aren't the individual projections rolling up to my team’s projection?
- How does the activity Score work?
- Which Signals to Pull into Deal activity in Clari
- Projection Range
- Lead Conversions
- Can a sales leader (i.e. a manager) have visibility into multiple forecasts?
- Consolidated Views for Forecast
- Deltas Between Levels Report in Forecasting
- Revenue Critical Moments in Smart Summaries
- Manager Forecasting in Clari Mobile
- Opportunity Grid Aggregations
- Getting two 'Closed' boxes in Pulse and Trend
- Using AI Agents to Coach your Sales Team
- How the Deal Status filter works
- Why does Funnel show breakdown steps for a deal when it was never in that step?
- Opportunities that meet the criteria for both the 'Pulled In' and 'Lost' buckets in Waterfall are hidden
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