Track deal performance with built-in dashboards, or connect your own BI tools using direct warehouse access.
Reports
Two dashboards give you different perspectives on your pipeline. Both support custom date ranges — use the date picker to select a preset (last 7/30/90 days, quarter, month, year) or set a custom start and end date.
ℹ️ Reporting is a work in progress. If there's a view or metric missing, let us know — we're actively collecting feedback to shape what comes next.
Deal overview
Review historical deal performance. Use this dashboard to look back at closed deals, win/loss trends, and deal outcomes over a selected time period.
Pipeline health
Review deals currently in your pipeline. Use this dashboard to track open deals, stage distribution, and pipeline momentum across any date range.
Warehouse
Connect Clarify data directly to your preferred BI tool — Metabase, Hex, Tableau, or your internal dashboards. Clarify syncs your data into a structured, analysis-ready schema.
Useful for analysis beyond the built-in reports: rep activity by segment, conversation outcome analysis, or custom pipeline views.
Getting access
Warehouse access is available on the Growth plan. It's provisioned manually by our team — there's no Settings page or self-serve toggle.
To request access:
Contact support with your workspace name
Describe what you're planning to build or analyze
We'll confirm your plan eligibility and provision credentials
ℹ️ Not on Growth? See our pricing page to compare plans.