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Trend FAQs

Why do my EOQ Conversion rates for late-stage opportunities sit at 0%? Are you noticing that your conversion rates in Trend for your late-stage opportunities are looking low at the end of the quarter?  This generally happens because your teams have converted those late-stage deals to closed-won / closed-lost deals by the same time in your previous quarters. If you would like to view pipeline movement during a specific time period, the Flow Module will allow you to capture that information.  Trend only shows you information related to the specific day in the quarter you are currently in. This means that, if you have historically converted deals that were in these late stages, Clari will not have any historical conversion rates to inform a projection for this quarter.  In this case, the conversion rate will be 0% for any late-stage opportunities that are still in your pipeline this quarter.

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Trend FAQs