Use Clari data to prepare for your weekly 1-on-1 — grounded in real pipeline insights, not gut feel.
Weekly 1-on-1s with your manager are most effective when you show up with data-driven talking points. Clari gives you everything you need: health scores, at-risk deals, forecast submissions, and stage progression.
This guide walks you through preparing for your manager review using Clari's My Pipeline and Forecast views so you can ground the conversation in real pipeline insights.
Produce a leadership-ready revenue intelligence report combining pipeline, forecast, win rates, and deal health — replacing manual Excel reports.
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.
Before your 1-on-1, open Clari and review your My Pipeline view.
Prepare answers to these questions using the data: Which deals are in Commit this week and why am I confident? Which deals moved stage forward since last week? Which deals are at risk and what is my plan?
Check if there are any deals where your forecast differs from Clari's AI prediction—and prepare to explain why.
Bring a screenshot or share your Clari screen during the review to ground the conversation in data, not gut feel.
You have a 1-on-1 scheduled with [your manager] on [day of week]. Before the meeting, you open Clari and review your My Pipeline view. You see: - [Number] deals in Commit with health scores indicating confidence - [Number] deal moved from [earlier stage] to [later stage] since last week - [Number] deals with at-risk health scores You open the Forecast view and notice: - Your forecast for [Deal X] differs from Clari's AI prediction - You prepare to explain: "[Recent activity or context that supports your forecast]" You take a screenshot of your My Pipeline view. During the 1-on-1, you share your screen and walk [your manager] through each deal using the Clari data. The conversation stays focused on actions, not opinions.
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.