As a Clari admin, your role is critical in setting up the platform to drive value for end users. From integrating Salesforce data to configuring page layouts and validations, your efforts lay the foundation for successful adoption. Here’s a step-by-step guide to configuring Clari effectively.

1. Ingest the Right Fields from Salesforce

Clari’s effectiveness depends on the quality of the data it receives. Ensure you:

  • Some fields automatically sync into Clari. Identify other key fields for your business that need to be synced to Clari.
  • Validate that fields critical to forecasting and pipeline management are mapped correctly.
  • Setup picklist values correctly for fields so users can filter and group by important fields in Saved Views.

2. Establish Resolvable Fields for Validation Rules

Consistency is key for reliable forecasting and deal insights. To achieve this:

  • Set up validation rules in Salesforce for critical fields to ensure data accuracy (e.g., preventing blank fields for Close Date or Amount).
  • Use Clari’s resolvable fields feature to identify missing or incomplete data and guide users in correcting errors.
  • Monitor unresolved fields regularly and provide feedback to users for improvement.

3. Configure Layouts for Intuitive Use

Tailored layouts ensure that end users see only the most relevant data. Clari has a lot of different kinds of layouts that can all be setup separately.

  • Simplify layouts by focusing on fields that directly impact pipeline management and forecasting, and fields that users manually input.
  • Group fields logically in the column order (e.g., grouping deal attributes like Amount and Close Date together).
  • Highlight critical metrics, such as deal health scores or stage progression, for quick access.

4. Set Up Role-Based Dashboards

Different teams and roles have different needs. Use Clari’s dashboard features to:

  • Create role-specific views (e.g., Sales Reps focusing on individual deals, Managers focusing on team forecasts).
  • Provide visibility into key metrics like pipeline coverage, conversion rates, and forecast accuracy.
  • Enable filters for easy customization without overwhelming users.

5. Enable Activity Automation

Clari’s activity capture ensures no interaction is missed. To set this up:

  • Integrate Clari with email and calendar systems to automatically log meetings, calls, and emails.
  • Include activity data, like email engagement, meetings, and tasks, to provide a complete picture of deal health. You can also ingest custom activity types, such as those synced from integrated tools like Outreach or Highspot, into the Insights Panel for a more comprehensive view.
  • Train users on how activity capture enhances deal visibility.
  • Clari separately has an add-on product called "Autocapture" that is different from the activity sync - this will actually write activity data into Salesforce as Tasks.

6. Saved Views in Analytics

Pre-creating saved views in Clari’s analytics modules ensures that users can quickly access relevant insights. Since analytics views do not pull in the same saved views from the Opportunity Grid, setting up these views ahead of time is crucial. By doing so, you:

  • Simplify user workflows by providing pre-configured views tailored to specific metrics or business needs.
  • Enable faster adoption of analytics modules like Pulse, Waterfall, Funnel, Flow, and Trend by reducing the setup burden for end users.
  • Ensure consistency in how data is analyzed across teams, driving more aligned and actionable business insights.

7. Forecasting Methodology

Setting up the forecasting methodology accurately is essential to ensure that Clari supports the business’s objectives effectively. As an admin, you have several levers to configure forecasting:

  • Quarterly or Annual Quotas: Align forecasts with your organization’s revenue goals by setting quotas for specific periods.
  • Forecast Call Entries by Timeframe: Choose whether forecast calls are made weekly, monthly, quarterly, or annually, depending on the cadence of your business.
  • Tabs for Business Verticals, Segments, or Product Lines: Create separate forecast tabs for different business areas to provide tailored insights and maintain clarity.
  • Summary Tabs: Use read-only summary tabs to aggregate data from various forecast tabs, giving leaders a consolidated view of performance in one location.
  • Forecasting in Terms of Revenue or Churn: Configure forecasting to reflect either expected revenue generation or anticipated churn, depending on business priorities.

A well-configured forecasting methodology ensures accuracy, clarity, and alignment across teams, enabling data-driven decision-making.

8. Provide Continuous Enablement

As an admin, you play a key role in driving user adoption. To support your team:

  • Create training materials, such as videos or cheat sheets, that explain Clari’s features.
  • Host regular workshops or office hours to answer questions and share updates.
  • Solicit feedback from users to understand their needs and refine configurations.

By following these best practices, Clari admins can create a seamless and impactful user experience, ensuring that teams extract maximum value from the platform.

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