Sales Analytics Software Resources

Thomas, thank you for your question! I see that you are an AE and so I think the most important dashboard (and it's a hard choice!) would be the 1:1 Dashboard to visualize your business and make sure your 1:1 is as effective as possible. The 1:1 dashboard is what reps and their managers use regularly to discuss the status of deals and the overall health of the pipeline for the current and next quarter. Examples here: https://pages.clari.com/rs/866-BBG-005/images/Clari_SalesMoments_1on1.pdf As a Clari Customer though, I’d recommend you reach out to your customer success manager or support@clari.com for a more in-depth answer!

Hi Nathan - Great question. One great way to surface all of the meetings scheduled with Groove’s scheduler in a Salesforce report, would be using the fields “Is Created By Groove” and “Subject”, on an Task and Event report. The field “Is created by Groove” will surface all activities and events that are synced using Groove, while using the “Subject” field can act as an identifier for finding the specific meeting name that the scheduler is using for scheduling your activities. It's also worth mentioning that if these students happen to be in a Groove flow when the meeting is scheduled, this will count towards the Groove analytic, "Meetings Booked", which is surfaced under the Flows tab in our Analytics page.

Based on my experience, each time you leverage the scheduler it pulls from real time calendar availability. At this point, I don't know of an auto run scheduler which will pull it each week. Each time you will manually have to add your slots of free time.