Dashboard Widgets
There are a few ways to set up Clari Dashboards. This article outlines the different widgets you can add to your Dashboards.
You can add most of the widgets listed in this article directly from Dashboards:
- Go to Dashboards
- Click Actions (top right) > Add Widget
- Choose the widget type and follow the prompts to set it up:
Dashboard Widget List
KPI Widgets allow you to track key metrics based on your saved views in a simple, easy-to-read format. You can set up a KPI widget from Dashboards. Follow the instructions above and select KPI when prompted after step 3.
The Top Deals Widget shows the top deals in a particular Saved View. It can also show the Owner of the deal, Forecast Category, and Amount. Learn to make a Top Deals Widget.
The Top Deals Widget below shows upcoming renewals.
The Deal Prioritization Widget helps identify the deals that are at risk and reprioritize deals depending on their level of activity and CRM Score. Follow the steps above to make a Deal Prioritization Widget.
The Forecast Widget gives you a summary of how you are tracking towards your number within a Dashboard.
To set one up, go to Forecast and click Actions (top right) > Add to Dashboard.
The Flow Widget make it easy to see a summary of key changes to your business within your Dashboards.
To set up a Flow Widget, go to Flow > Add to Dashboard (top right). Follow the prompts to add the data you like to your widget and then add it to a Dashboard.
The Pulse widget lets you pressure test your pipeline and performance for the current quarter, understand how your previous quarter(s) played out, and set your revenue teams up for success next quarter.
To set one up, follow the directions above. Or, go to Pulse > Add to Dashboard (top right). From there, follow prompts to adjust the data you want in your widget and add it to a dashboard.
The example here shows how renewals are tracking this quarter:
Activity Widget
The Activity Widget allows you to bring a view of top engaged accounts and rep activity leaderboards into your Dashboards. You can also bring Account Engagement KPI Widgets.
To set up an Activity Widget, go to Account Activity and select the filters you want or a Saved View (top left).
Click Add to Dashboard at the top right. Follow the prompts and select whether you want a KPI widget or Chart.
Below is a chart widget that shows activity by account for the last 90 days.
Context Widget
Context Widgets allow you to add guidance and context on how to leverage the data in a Dashboard, how to prepare for a Cadence Moment, and what outcomes your teams should focus on.
This allows Admins to guide managers, reps, and executives on using Dashboard Insights to prep for important revenue conversations like forecast calls, pipeline reviews, churn reviews, etc. It also helps sales teams align on which actions to take.
Context widgets can be added directly from Dashboards by clicking Add Widget and selecting the Context widget. The video below walks you through a few use cases and how to add a context widget.
