Can you trust the numbers in Clarify?

What does Clarify keep track of?

• Clarify keeps a record for every deal with its company, amount, stage and the date it is expected to close.

  In Clarify's own words: Each deal has fields for name, company, amount, stage, and expected close date. Deals, read 2026-11-12.

• Clarify keeps dashboards that show fresh figures each time you open them, unless a dashboard is labeled otherwise.

  In Clarify's own words: Your dashboard shows fresh data whenever you view it, unless it is labeled otherwise. Artifacts, read 2026-11-12.

What can make Clarify's numbers look wrong?

1. Two people can open the same Clarify report and see different totals, because, as its help pages say, each person only counts the records they are allowed to see.

   In Clarify's own words: A teammate with wider access opens the same artifact and could see a different result. Artifacts, read 2026-11-12.

2. Deals can drop out of a stage count without being won or lost, since Clarify's help pages say removing a stage leaves its deals with no stage at all.

   In Clarify's own words: Removing a stage clears the Stage field on every deal that was in it. Deals, read 2026-11-12.

3. A downloaded list can be shorter for one teammate than another, because, as Clarify's help pages say, it holds only what that person can see.

   In Clarify's own words: An export contains only the records and fields you can see. CSV export, read 2026-11-12.

4. Merging duplicates lowers your contact or deal count for good, and, as Clarify's help pages say, some values from the record you did not keep may be gone.

   In Clarify's own words: Merges are permanent, so field values from the non-primary record may be lost. Merging records in Clarify, read 2026-11-12.

How do I check Clarify's numbers myself?

1. If a total looks off, use See underlying data in Clarify to list the deals behind it one by one.

   In Clarify's own words: Drill into any metric with See underlying data to get the rows behind the total, right down to the individual Deal. Artifacts, read 2026-11-12.

2. A saved, filtered list of deals in Clarify, such as deals won this month, gives a count you can check against a report.

   In Clarify's own words: Create saved lists of deals using filters. Deals, read 2026-11-12.

3. Set up the columns you need in the Clarify list before you download it, so the file holds the fields you want to count.

   In Clarify's own words: Adjust the view before exporting to include or exclude specific fields. CSV export, read 2026-11-12.

How does Clarify work with Feder?

Connect Clarify to Feder and it joins your Wins apps. Feder only reads. It never changes anything in Clarify.

When you connect Clarify, Feder checks the connection straight away and shows Connected only when that check passes. If a reading cannot be taken later, Feder shows it as not read, never as zero.

Other apps that feed Wins

• Stripesuccessful payments
• Google Adsconversions
• Google Analyticskey events
• PayPalpaypal checkout payments
• Pipedrivedeals won
• WooCommercepaid orders

Questions owners ask about Clarify

• Why don't my Clarify deal numbers match between views?The home page shows only the deals you own, so its numbers can be smaller than a list of the whole team's deals.
• Why did the deal amounts in my Clarify pipeline change?Clarify can suggest new deals from emails and calls, so pipeline can grow when teammates accept those suggestions.
• Why did my won deals drop in Clarify?A deal counts as won only while its stage is the won stage, so moving it to another stage takes it out of the won count.

See every connection.

Where do these answers come from?

Everything this page says about Clarify comes from Clarify's own pages, quoted above with the date we read them. Last reviewed 2026-11-12. We read them again by 2027-11-12. If one changes, this page changes or comes down.