Revenue Cadences Overview
Revenue Cadences allows you to run your revenue processes in Clari while utilizing your critical revenue data.
Note: This feature is in beta and will be available to all users soon. If you're in the Cadences beta, then the Cadences Module encompasses Dashboards. If you want access to the Cadences Module beta, reach out to your Clari CSM.
Use Cases
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As a RevOps administrator, I can design, create, manage, and deploy my org’s Cadences from Studio so that I can deliver on my revenue teams’ objectives.
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As a RevoOps administrator, I scaffold Moments within my cadences to help ensure that participants execute the Moments with rigor and have a baseline from which they can personalize.
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Moment participants can collaborate on the execution of the Moment to ensure the right actions are taking place.
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As an end user or admin, I can still create ad hoc dashboards to be shared or used privately (or collaboratively) that are distinct from any Cadence or Revenue Moment.
Revenue Cadences is self-configurable. Admins create the Moments for all of their cadences and ensure that all the Moment attributes are filled out so reps and managers have everything they need to execute your org's cadences.
Admin can follow these steps to create Cadence Moments:
- Go to Clari Studio > Cadences Management in the left nav
- To create a new Moment click New Moment in the top right corner
- Fill out the form using the chart below:
| Moment Attribute | Details |
| Name | Specific name of the Moment like Pipeline Hygiene, 1:1 Manager - Rep, or SOE Review, Slipped Deals, and Action Plan |
| Description |
Help participants understand the purpose of the Moment by giving it a brief description on what the intent and goal is.
|
| Dashboard | A Moment is a customized Dashboard that contains the key insights a rep or leader needs to execute that Moment. |
| Type |
There are two types of Moments:
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1:1 Moment: Implicit participant list based on managers and their reports. This is specifically for 1:1s to reduce lift on designing a cadence and to help users understand the data is private to the report-manager relationship. A single 1:1 Moment can be added for a large number of managers and Clari will do the work of duplicating the Moment for all manager-report combinations in Clari.
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Team Moment: Explicit participant list. All Moments that have very specific participants should be this type. Admins will need to add every participant to the Moment that should be there. All participants will see the collaboration content.
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| Participants | The users that will participate in this Moment. All users in this field will see the Moment in Clari. |
| Recurrence | Specifies which weeks in the fiscal period the Moment takes place. |
| Priority | Organizes the order of moments for end users. Highest priority moments will appear above lower priority moments. |
| Business Segment | Custom labels that group cadence Moments together to control their revenue processes. Examples are Enterprise or New Biz. |
| Focus | Custom labels that group cadence Moments together by outcome to control their revenue processes. Examples can be New Biz Forecasting, Renewals, Team Performance |
How To Use Cadences for Reps and Leaders
If Admins in your org enable Cadences, reps and managers will land on the new Cadences module, which includes Dashboards. You'll see a curated list of Moments for the current week in the fiscal period for them to begin executing.
Cadences side panel at the left (see image below): Dashboards are grouped in the Cadences side panel (My Dashboards and Shared Dashboards). The panel has a search bar to make it easy to find Dashboards. At the bottom-left corner of the Cadences side panel, you'll find a shortcut to create a new Dashboard.
Note: Dashboards that are not part of any Cadence Moment are still available for users to create and reuse and share in the Dashboards Module.
- To view Cadences available to you, click Cadences in the top nav.
- Use the left nav to move through different Moments.
In the example below, we're looking at Moments for Week 7 in Q1. When you click through each Moment, you're looking at the most relevant data for the tasks you need to execute:
If you click Cadence Moments at the top left, you can view all the Moments programmed for your role by your org's admin.
Moments are dashboards full of insights that:
- Can be programmed to defined times (e.g., a specific week, once per month, once per quarter, etc.)
- Are for a selected group of participants
