How To Create a Custom Mode in Clari

 

Clari Modes let you adjust how opportunities roll up in your hierarchy. For example, say you need an opportunity to roll up to Team A—when that opportunity is owned by Team B. We’ve got you covered.
 

Clari supports different modes: You can filter on Opportunities, Products, Splits, or Revenue Schedules. You can also make custom modes and define custom owner fields and, in some cases, leverage custom objects. 

Follow these steps to create a custom mode:

1. From Clari Studio, click Actions in the top right corner. 

2. Choose Create Mode.

3. Select Custom Mode, then Next.





4. Name your Mode and choose: Reporting Object, Query Object, Owner Field, Aggregation Field, and Module (for definitions of these fields, refer to the Modes Terminology section above). Then, click Next.

5. Click the menu under Copy Fields from Another Mode to choose which field to copy from. Then, click Next. 

6. Choose the order of fields in each layout. Use  to change the layout. Click Next to save your order. Or, click Skip if you want to use the default order. 

7. Review your changes and click Create New Mode to save the mode.