Rep can now build reports

Patrick Thompson
Patrick ThompsonCo-Founder
reporting image

You can now ask Rep to build reports and live dashboards from your Clarify data.

Just describe what you want to understand, like a pipeline breakdown, funnel snapshot, or rep-by-rep view of sales activity.

Rep figures out the right data, structure, charts, and visualizations, then builds the report for you. Reports can be point-in-time or live dashboards you can refresh, filter, and rework.

You can manage and view all of your reports from the Library tab in your sidebar.

Reporting is live in open beta for all Clarify users. Try it here.

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