Connect your own BI tools to Clarify data using direct warehouse access, or ask Rep for metrics in-app.

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 custom analysis: rep activity by segment, conversation outcome analysis, or custom pipeline views.

A Warehouse connection is not filtered per person. It reads your workspace data directly, so whoever holds the credentials can see every record, and the contents of emails and meetings, regardless of what has been shared with them inside Clarify.

Treat granting Warehouse access as granting admin-level access to your workspace data. If someone should only see part of it, share the relevant records with them in Clarify instead. For how in-app access works, see Sharing and permissions.

Warehouse access is available on Growth and above. Provisioning is still manual - there's no self-serve toggle.

Ask Rep for metrics directly - for example, "what's my win rate this quarter?", "show pipeline value by stage," or "how many deals did we close last month?" Rep queries your CRM and can visualize the result.