Dashboards Overview
Overview
Dashboards aggregate insights from different Clari modules onto a single page. This way, you can understand your business from different angles and quickly take action. 🤸
Each Dashboard is comprised of Widgets. You can pin different Widgets on a Dashboard to display information from different Clari modules.
Table of Contents
Dashboard Navigation
a. Dashboard Dropdown: Select a Dashboard to view from the drop-down.
b. Change Scope: Click the arrow to navigate the Role Hierarchy or Territory Hierarchy. If you select a user/role/Territory, the Widgets will automatically adjust to show you the data based on your selection.
c. Add Widget: Add Widget under Actions allows you to add a new Widget to your Dashboard.
Dashboard Building Best Practices
To learn how to create Dashboards for all the key moments in your revenue cadence, check out our article on How to Build Dashboards.
Role Dashboards vs. Private Dashboards
Just like Views, there are shared role Dashboards and private Dashboards.
- Shared role Dashboard: Accessible to the user role(s) that a Dashboard is shared with.
- Private Dashboard: Only accessible to a single user.
| | Shared Role Dashboards | Private Dashboards |
| Accessibility | Accessible to anyone in the role(s) that the Dashboard is shared with. | Accessible only to an individual user. |
| Edit Rights | Only editable to users with Advanced Ops Admin permissions in Clari. | Editable by the individual user who can access the Dashboard or by a user with Basic Ops or Advanced Ops Admin permissions in Clari. |
| Additional Notes | For Widgets associated with a Saved View (i.e., a Top Deals Widget), the Saved View should be shared with the Lens enabled. | For Widgets associated with a Saved View (i.e., a Top Deals Widget), the Saved View can be private or shared and have the Lens enabled or not. |
Creating Dashboards
Create Your Own Private Dashboard
Any user with access to Dashboards can create a private Dashboard.
- Go to Dashboards in the top nav, click the drop-down menu.
- Click Create Dashboard at the bottom of the menu.
Create a Private Dashboard for Another User
Users with Advanced Ops Admin permissions in Clari can impersonate another user and create a private Dashboard on their behalf.
Start in the User Management Admin Module, and impersonate the user you want to create the Dashboard for. Once you’re in impersonation mode, you can create the Dashboard for that user.
Create a Shared Dashboard for Specific Roles
Users with Advanced Ops Admin permissions in Clari can create and share Dashboards.
1. Go to Dashboards and click the drop-down menu.
2. Click on Create Dashboard.
3. When you're done adding Widgets to your Dashboard, go to the top-right corner and click Actions > Share Dashboard.
4. Next, select the roles and individual users you want to share the Dashboard with from the checklist in the window. Click Next.
5. The next window will review your share settings and list the Saved Views associated with the Dashboard and whether or not they have the Lens enabled. Confirm the settings are appropriate, and then click Share.
When you share a Dashboard, the Saved Views that power that Dashboard are also shared. If you're sharing a Dashboard with multiple roles, it's important to ensure that the Lens is enabled on the Shared Views that power the Dashboard.
This ensures each user sees the deals and insights relevant to them in Saved Views and the Dashboard.
