Trend KPIs
The Trend KPIs provide key metrics at a glance: - Current quarter closed compared to previous quarter and year - Clari's AI projection and gap to quota - The team's forecast call
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Knowledge Base Topics
- Trend KPIs
- Funnel Overview
- Waterfall Overview
- Flow Overview
- Getting Started with Saved Views in Analytics and Accounts
- Pulse Overview
- Trend Overview
- Weekly Team Performance Report
- AI Projection Details in Pulse
- Analytics Overview
- How To Run Your 1:1 in Clari
- Next Quarter Pulse
- Pulse KPIs
- Data Differences in Pulse, Trend, and Flow
- Current Quarter and Last Quarter/Previous Quarter Pulse
- Waterfall in Forecasting
- Pulse Export
- Pulse Widget
- Time Machine in Pulse
- Chart Settings in Analytics
- Yearly Pulse
- Adaptive Revenue Metrics
- Can I export the deals I see in Clari?
- Funnel Widget for Dashboards
- Monthly Pulse
- What do New, Pulled in, Pushed in, and ownership Change mean in Trend?
- Flow Widget
- Trend FAQs
- What happens to analytics when a rep leaves the company and their Salesforce account is deactivated in SFDC?
- How do Filters in Analytics work?
- Waterfall Widget for Dashboards
- How much data can I export from Forecasting?
- Creating Charts
- How many opportunities can I export from Clari?
- Why don’t Pulse, Trend, and Flow Numbers match?
- Why is the amount I see in one of the pipes in the Flow sometimes different from the amount I see when I drill down to see the deals?
- What if there are changes to my team or my organization that would affect the data in Trend?
- How do I adjust the data in the chart/table in Trend?
- Teams Module Overview
- How is a week in Flow defined?
- What are the START and END amounts in Flow?
- Can I look at data cross multiple quarters in Flow? Can I look at a rolling 90 days?
- Why does trend look at the time frame of the past 4 quarters? Can I adjust this?
- How are the percentages in Flow calculated?
- What happens with a closed deal that’s reopened in Flow?
- What happens in Flow if “This Week” is on a quarter boundary?
- For a view shared with roles and "Use Role Lenses" enabled what scope what will the scope be defaulted to Owned by Me, My Reports, All or On Deal Team ?
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