Clarify's deal reports use two settings to categorize outcomes - which of your stages counts as a win and which counts as a loss. Without these mapped to your actual stage names, metrics like win rate and deal value closed won't reflect your real results.
Changes save automatically when you select a new value. For the dashboards these settings affect, see Reports & Warehouse.
Deal stages
Map your pipeline's stage names to Closed won and Closed lost. Clarify uses these to calculate win rate, deal value closed, and other outcome metrics.
Go to Settings → Reports
Under Deal stages, set Closed won to the stage you use for won deals
Set Closed lost to the stage you use for lost deals
Fiscal year
Set the month your fiscal year starts. This controls how Clarify labels quarters in date range presets across the dashboards - what shows as Q1, Q2, Q3, and Q4.
Go to Settings → Reports
Under Fiscal year, click Fiscal year start and select the first month of your fiscal year
Clarify shows which fiscal year and quarter you're currently in as you configure this.
Limitations
Reports cover deal metrics only. Activity, email, and meeting data are not available in the dashboards.
No custom report builder or metric editor is available.
For custom analysis, warehouse access lets you query Clarify data directly in BI tools like Metabase, Hex, or Mode — see Reports & Warehouse.