Jan 8, 2025
6
 min read

Introducing Clazar’s use-case first analytics, custom dashboards & AI query generation

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Aayush Bahuguna
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Data drives every aspect of cloud sales – from reducing operational friction to understanding its revenue impact. However, navigating a data ecosystem of different cloud reporting systems, data formats, and data cadences often makes it hard for you to get the full picture.

Recognizing this, we built our analytics platform to be your single source of truth. By seamlessly unifying hyperscaler data (from cloud portals and APIs) with Clazar's native insights, we empower our customers to make informed, data-driven decisions on their cloud sales strategy.

But, as always, we wanted to go the extra mile. 

During a podcast conversation, Airtable’s Nelson Wang, spoke to us about the need to present your different internal stakeholders with bespoke metrics to keep them bought in and aligned with any organizational initiative. This is particularly true of a motion as dynamic and rapidly innovating as cloud sales. Everyone, from sales and finance to RevOps and customer success, has different priorities, specific KPIs, and, therefore, distinct data needs. And we wanted to make sure our platform spoke to that most intuitively. 

That’s why our latest update introduces a leap in our analytics through use-case-driven reporting, with dedicated dashboards tailored to each role’s unique priorities.

What’s new in Clazar Analytics

We wanted to streamline how different teams leverage cloud sales insights without getting them to sift through vast amounts of data till they find what they need.

With use-case first analytics, we have introduced three new, super-consumable reporting tabs tailored specifically for sales, finance, revenue operations, and customer success teams. Each dashboard presents a curated view of the most pertinent data and metrics at a glance, with the ability for each team to double-click for granularity. 

Let’s dive into the specifics:

The Revenue Operations Report

Designed for RevOps and finance leaders, this dashboard provides a comprehensive view of critical revenue metrics. From bookings to gross disbursements, you’ll have all the data you need at your fingertips.

  • Finance leaders can monitor billing statuses, collaborate with sales or success leaders to identify delays, and proactively manage cash flow.
  • Finance leaders can also leverage this report to track and reconcile disbursement data to actual payouts against the right invoice and ensure accurate accounting.
  • Ops leaders can track accounts receivable aging, pinpoint revenue bottlenecks, and prioritize collections to keep revenue flowing smoothly.

The Sales Ops Report

Sales and customer success teams often need quick access to revenue metrics and contract insights. This dashboard equips them with precisely that.

  • Both teams can track ARR and ACV trends to stay on top of revenue growth and recalibrate your cloud sales playbook to grow from there.
  • They can monitor upcoming renewals to plan retention and upsell strategies proactively, and be more personalized and customer-centric in their interactions.

The Co-Sell Report

Hyperscaler partnership performance is a cornerstone of cloud sales success, and our Co-Sell Analytics Dashboard is built to optimize it.

  • Partnership teams can monitor key co-sell metrics such as ARR, win rates, and opportunity volume.
  • They can use granular filters (segment, geography, sales representative) to identify high-performing partnerships and double down on them to maximize impact.
  • They can also make data-driven decisions to allocate resources effectively and help the  co-sell motion fire on all cylinders.

Custom Dashboards

We wanted to put analytics flexibility at your fingertips. The Custom Dashboard feature helps you meet your requirements, ensuring valuable business insights are always within reach.

  • With custom dashboards, you can not only create reports from scratch but also duplicate existing ones, serving as convenient templates for further customization.
  • Whether you prefer building dashboards from the ground up or iterating on proven reports, the platform accommodates your unique analytical needs.
  • The granular sharing controls allow you to keep your dashboards private, share them selectively with team members, or distribute them across your entire organization. 

AI query generator

What sets this feature apart is its innovative AI query generator, which intelligently assists in dashboard creation, making data analysis more accessible than ever before. Imagine just entering a data prompt – for example "Show me gross revenue trends by acceptance month" – and getting the data vizualization you need in seconds. That’s exactly what AI query generation does. 

Looking ahead to 2025

As we look to the future, our vision remains clear: to make cloud sales data work harder for you. Whether you’re optimizing operations, planning retention strategies, or building stronger partnerships, Clazar’s analytics platform is designed to provide actionable insights every step of the way. Our integrations with platforms like Airbyte and Fivetran further extend the impact of this data by allowing you to export to over 40 destinations for further analysis.

Next on the roadmap, customizable dashboards that help users create fully bespoke views. 

We’re constantly evolving, and there’s plenty more where that came from as we continue to unlock new possibilities in cloud sales through the power of data. 

We’ll be breaking down this and other game-changers that can help you unleash your true cloud sales potential on the Clazar Demo Day. Feel free to join us to get any questions answered in real time. Or talk to our experts for a personalized consultation

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