Discussões de Clari

We are using Trend on a daily basis. We are monthly business as well. We’ve noticed that Clari is on the optimistic forecast side most of the times. Particularly at the beginning of the month. Towards the end of the month we see the ranges are off. Prediction often equals best case and we know... Leia mais

I have a rep the commits a deal tomorrow its gone and my forecast adjusted by 100K. I would like a simple change report that shows all of the changes

Sales quotas and reporting

I want to confirm if my email was opened or not yet

When I try sharing my reports through Actions view it's not letting me share them.

I'm always looking for ways to improve the way I visualize my business and would love any expet tips / tricks on the best reports and dashboards to build.

I'm looking to use Groove Scheduler for all of my future appointments, and for different stages through a students admissions process. I'm labeling the appointments accordingly, but I can't run Salesforce reports that show all the different appointments that a student has scheduled.

I currently have the scheduler set so that my availability is the same week in and week out - is it possible to change this so that I can have a more flexible availability?

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I work a lot on the road or from my phone. It would be nice to utilize groove in the app form or when I'm sending emails from my gmail, and still be able to track it.