Recommended Dashboards
This article is a collection of dashboards we highly recommend. If you want to build any of these dashboards in your Clari instance, use the link on each dashboard name for build instructions.
The goal of the Current Quarter Dashboard is to provide sales leaders with the insights they need to win more deals.
- See how your team is progressing this quarter.
- Spot opportunities in current quarter commit or upside deals that the team can win to meet quota.
This dashboard helps you review updates from last week’s forecast call. Use it to identify risk and find out if your team is on track to hit their goals.
- Spot any deals still open in the final weeks of a quarter, so you can focus on closing as many of those deals as possible.
- Have a meaningful discussion about prioritizing pipeline, deal execution, and linearity.
- Align on strategy and execution to hit our numbers in the current quarter and next quarter.
The QBR Dashboard focuses on last quarter, current quarter, and next quarter. Instead of manually preparing for QBRs, reps and managers can reduce prep time by using this dashboard.
- Get insights for reps and managers around how last quarter played out with visibility into forecast accuracy, linearity and deal execution.
- Align on an action plan for the current quarter.
A Pipeline Health Dashboard provides a holistic snapshot of a team’s open deals and where they are in the pipeline today. This Dashboard provides sales leaders with insight into the pipeline for the current quarter, next quarter, and two quarters out.
- See rep or team pipeline and how well that pipeline is converting in the current quarter.
- Ensure reps have enough coverage to hit their future quotas.
- Determine what type of pipeline is converting.
Conduct more helpful 1:1s with this dashboard that shows what reps have in their current quarter pipeline and their progress on next quarter. Reps benefit from it too, by knowing what to expect in their 1:1 meetings.
- See the deals you, your team, or an individual rep are working on for the quarter.
- Drive accountability and provide visibility to reps.
- Track previous 1:1 action-items.
