Skill UI

Guides founders and GTM leaders through designing partner/affiliate programs, from partner recruitment to scaled revenue sharing, recommending tiers, compensation, enablement, and integration strategies.

Executes a structured VC valuation workflow that ingests SaaS or startup metrics, runs DCF, comparable revenue multiples, and SaaS health models via Python, and synthesizes a defensible valuation, runway, and capital-efficiency narrative for users planning fundraising or benchmarking.

CRM-lite workflow for GEO agencies to capture and nurture prospects through lead, qualification, proposal, and won/lost stages while recording audits, notes, and revenue forecasts from a persistent JSON store.

A comprehensive operational guide for support teams to manage complex customer billing workflows. It assists operators in diagnosing billing anomalies, processing refunds, triaging charges, and recovering customer portals. Use this when investigating billing discrepancies, assessing churn risk, or ensuring accurate subscription state and revenue management.

Used to verify the actual billing reality, revenue, and pricing mechanics—such as team billing, quotas, and refunds—based on underlying product code, rather than sales documents or simple customer fixes. This skill separates billing facts, customer impact, and the true product implementation logic.

A comprehensive guide for founders and product managers on developing robust pricing strategies for technical SaaS products. Learn when to use usage-based, seat-based, or outcome-based models. It also provides frameworks for calculating value ratios, assessing alternative costs, and setting optimal freemium thresholds to maximize revenue and adoption.

Framework for building and scaling partner ecosystems that drive revenue and platform adoption through real economic commitments, strategic go-to-market motions, and discovery-first control decisions across curated or open networks.

A comprehensive workflow designed to build deep revenue analytics dashboards using exported Clari data. It calculates key metrics such as forecast accuracy, pipeline coverage ratios, and tracks representative performance changes. Ideal for financial analysts and sales managers needing to assess revenue health and forecast reliability.

This skill provides a robust solution for monitoring critical forecast changes within Clari. Since Clari lacks native real-time webhooks for all data, this system implements change detection by polling periodic data exports and comparing current snapshots against historical records. It calculates the percentage change and can trigger immediate alerts via platforms like Slack, ensuring users are always aware of significant shifts in revenue forecasts or sales pipelines.

This skill provides blueprints for deploying Clari data export pipelines into robust, production-grade cloud environments. It guides users on setting up reliable, scheduled, and serverless data syncs using major platforms like Airflow DAGs, AWS Lambda, and Google Cloud Functions. Ideal for automating revenue forecasting and business intelligence data extraction.

Builds a robust, automated workflow to export critical sales data—including forecasts, quota details, adjustments, and CRM totals—from Clari CRM to a designated data warehouse. The pipeline supports multiple targets like Snowflake, BigQuery, and PostgreSQL, ensuring that real-time revenue intelligence is available for advanced analytics and business reporting.

This guide provides a comprehensive walkthrough for interacting with the Clari API to export critical business data. It covers listing available forecasts, initiating the export of forecast and quota snapshots, monitoring the job status, and ultimately downloading and parsing the structured data. This skill is ideal for testing API connectivity and integrating Clari's revenue intelligence into external data pipelines.