How To Build a Dashboard
Overview
Dashboards curate insights from other Modules in Clari into a single page. You can build a Dashboard with all the insights you need for the key moments in your revenue operating cadence. Well-designed Dashboards can improve your 1:1s, forecast calls, QBRs, Board Meetings, and more.
This article will:
- Introduce you to Dashboards
- Walk through building, sharing, and otherwise managing Dashboards
- Review the different types of Widgets you can add to your Dashboards
- Share the guides associated with our standard Dashboards
Clari University 101 On-Demand: Dashboards
Clari Admin University On-Demand: Sharing Dashboards & Dashboard Management
Widget Types
Download our Dashboard Widget Cheat Sheet for quick reference as you build! Psst: Make sure you download the Cheat Sheet — otherwise, you can't click the links! 😀
| Widget Type | Description | Pinned From |
| Top Deals | Displays the top deals from a Saved View. The Owner, Forecast Category, and Amount of the deal or a summary of the deal activity over the past 7/30 days can be displayed. | Dashboard |
| KPI | Displays KPIs based on Saved Views. The total amount, total number of deals, average deal size, and changes to total amount over past 7 days from the Saved View can be displayed. | Dashboard |
| Deal Prioritization | Plots CRM Score on X-axis and Activity Score on Y-axis for the top deals in a Saved View. Deals are color coded according to Stage or Forecast Category, and the size of each dot plotted is reflective of the relative size of that deal. | Dashboard |
| Chart | Pin a Chart from Opportunities to a Dashboard. You can visualize up to 2 Groups in a Chart. | Opportunities: Chart Mode |
| Forecast | Pin one or more tabs from Forecast to a Dashboard. Displays quota, closed, and the primary forecast call in each tab selected. | Forecast |
| Flow | Configure your close date range and time frame in Flow. Then, select one Start State and multiple End States from Flow (i.e., Commit to Won, Lost, or Slipped), or multiple Start States and one End State from Flow (i.e., Commit, Best Case, or New to Slipped) and pin that segment of Flow to a Dashboard. | Flow |
| Pulse | Set your filters in Current Quarter, Last Quarter, or Previous Quarter views of Pulse and pin that view of Pulse to a Dashboard. | Pulse |
| Account Engagement/Team Activity | Configure our view of Activity by Account or by Rep in Account Engagement or Team Activity, and pin that view of Account Engagement or Team Activity to a Dashboard. | Account Engagement/Team Activity: Chart Mode |
| Historical View | Displays a rolling view of how specific deals are progressing towards a target. Select a saved view to view how the total amount is trending over time. Set a custom target to view progress. | Dashboard |
| Waterfall | Set filters for time frame, scope, and amount and pin to dashboard to see changes affecting your pipeline. | Waterfall |
| Funnel | Set filters for time frame, close or create date, scope, and amount and pin to dashboard to see where deals are dropping off by stage or forecast category. | Funnel |
Enablement Resources: Dashboard Guides
Below, you'll find the guides for Clari's out-of-the-box Dashboards. Download and use them to run efficient, and predictable revenue operations at your organization. 🔥
QBR Dashboard
Clari transitioned our Sales team to a QBR Dashboard—it was a game-changer. Along with the QBR Dashboard, we made a playbook that goes over what questions we want to answer with each widget in the dashboard. Reps just review the playbook and come prepared to talk about their quarter.
This guide is like the one that our sales reps use to prepare for their QBRs. Use this to create your own playbook and start running your QBRs without all the manual prep work and slide decks.
Download this sample QBR Dashboard Guide
1:1 Dashboard
To drive accountability from CRO to Rep, you need a single pane of glass to inspect your business on a regular cadence. A 1:1 dashboard is a dashboard that can be used at all levels of the hierarchy to drive accountability.
This guide will help you review the critical questions you want your team asking and select the appropriate widgets to display as a result.
Download the 1:1 Dashboard Guide
Pipeline Health Dashboard
To run revenue in a predictable way, you need to think about your pipeline coverage for the next quarter (and beyond) well before next quarter becomes the current quarter.
Use this guide to understand what the widgets in your Pipeline Health Dashboard look like, and how you should review the widgets in this dashboard to ensure success in future quarters.
Download the Pipeline Health Dashboard Guide
Current Quarter Dashboard
Use this guide to walk through Clari's Current Quarter Dashboard. It arms sales leaders with the insights to track the team's progress in the current quarter, and take the right actions on the right deals.
For each widget in the dashboard, you'll see key questions to answer about your business. And, you'll see examples of the actions you might take based on the insights. You can also customize the dashboard to suit your team.
Download the Current Quarter Dashboard Guide
CRM Hygiene Dashboard
CRM hygiene directly impacts your team's ability to forecast accurately and drive predictable revenue operations. This guide walks you through the CRM Hygiene Dashboards, which help leaders and reps update deals in a timely manner.
Download the CRM Hygiene Dashboard Guide
Forecast Dashboard Guide
The Forecast Call is a key moment in your revenue operating cadence, and an opportunity to achieve accurate and predictable revenue.
The Forecast Dashboard lets reps and managers to have meaningful discussions about prioritizing pipeline, deal execution, and linearity. With these insights, you can align strategy and execution to hit your numbers in the current and next quarters.
Note
- The file below is a Google Slides file. If your organization uses Google, you can edit it in Google by copying it: File > Make a Copy.
- If you don't use Google Slides, just go to File > Download > and choose the format you need, like Microsoft PowerPoint, etc.
Download the Forecast Dashboard Guide
