Use Clari analytics to see which lead sources produce your highest conversion rates — and focus your time accordingly.
Not all leads are created equal. Some sources — like referrals — convert at much higher rates than others. Clari shows you exactly which lead sources produce your closed deals, allowing you to focus your time on the highest-ROI activities and ask for more of what's working.
By analyzing conversion patterns across lead sources, you can shift effort toward channels that actually close and stop investing in low-yield activities. This guide walks you through filtering closed deals by lead source, comparing conversion rates to your current pipeline mix, and making data-driven decisions about where to spend your time.
Produce a leadership-ready revenue intelligence report combining pipeline, forecast, win rates, and deal health — replacing manual Excel reports.
Ensure your team has enough pipeline to hit quarterly targets — and take action if coverage is insufficient.
Surface gaps between what reps commit and what Clari's AI predicts — and coach reps on the underlying issues.
Go to Analytics > My Performance in Clari.
Filter by Closed Won in the last 90 days.
Group results by Lead Source. This shows which lead sources — such as Referral, Google Ads, Event, Walk-in, Partner — produced your closed deals.
Compare this distribution to your current open pipeline.
If referrals convert at 40% but only represent 10% of your pipeline, prioritize asking existing customers for referrals this quarter.
Imagine you filter Closed Won deals from the last 90 days and group by Lead Source: • Referral: [X] closed deals (40% of total wins) • Google Ads: [Y] closed deals ([Z]%) • Event: [A] closed deals ([B]%) • Walk-in: [C] closed deals ([D]%) Now you check your current open pipeline: • Referral: [E] opportunities (10% of pipeline) • Google Ads: [F] opportunities ([G]%) • Event: [H] opportunities ([I]%) • Walk-in: [J] opportunities ([K]%) Referrals produce 40% of your wins but represent only 10% of your pipeline. This is a signal to invest more effort in generating referrals — ask [existing customer] for introductions to [target company], or schedule quarterly check-ins specifically to request introductions.
Identify deals where only one contact at the customer company is engaged — a high-risk situation that needs immediate attention.
Identify deals that have been pushed back repeatedly — classic phantom deals that are unlikely to close.