Produce a leadership-ready revenue intelligence report combining pipeline, forecast, win rates, and deal health — replacing manual Excel reports.
Senior leadership needs accurate, real-time visibility into pipeline health, forecast accuracy, and revenue performance.
Clari provides all the data in one place. This guide shows you how to extract and present it in a comprehensive revenue performance report that replaces manual Excel pipelines.
Ensure your team has enough pipeline to hit quarterly targets — and take action if coverage is insufficient.
Surface gaps between what reps commit and what Clari's AI predicts — and coach reps on the underlying issues.
Use Clari data to prepare for your weekly 1-on-1 — grounded in real pipeline insights, not gut feel.
Go to Analytics > Overview in Clari.
Set the date range to the current quarter.
Export to CSV or connect to Power BI.
Ensure the report includes: Total pipeline value by stage, Clari AI forecast vs rep commit vs closed, Win rate by lead source (Google Ads, Referral, Event, Walk-in, Partner), Average deal cycle length this quarter vs last quarter, and Top 5 deals by value and their current health score.
Present this in the monthly leadership review as the revenue intelligence summary.
You are preparing for a quarterly board meeting. Leadership wants to understand pipeline health and forecast accuracy. 1. You open **Analytics > Overview** in Clari and set the date range to the current quarter. 2. You click **Export to CSV**. 3. The export includes: - Total pipeline value by stage: Qualification $[X]M, Proposal $[X]M, Negotiation $[X]M - Clari AI forecast: $[X]M | Rep commit: $[X]M | Closed: $[X]M - Win rate by lead source: Google Ads [X]%, Referral [X]%, Event [X]%, Walk-in [X]%, Partner [X]% - Average deal cycle: This quarter = [X] days, Last quarter = [X] days - Top 5 deals: [Deal A] $[X]K (health score), [Deal B] $[X]K (health score), [Deal C] $[X]K (health score), [Deal D] $[X]K (health score), [Deal E] $[X]K (health score) 4. You format this into a presentation with a pipeline funnel, a forecast comparison chart, and a table of top deals with health indicators. 5. In the board meeting, you present the revenue intelligence summary.
Identify deals where only one contact at the customer company is engaged — a high-risk situation that needs immediate attention.
Identify deals that have been pushed back repeatedly — classic phantom deals that are unlikely to close.