Product Updates
clariBI Forecasting: backtested projections, prediction ranges and drivers
clariBI Forecasting projects a metric forward with a method chosen by backtest on your own history, shows 50, 80 and 95…
Blog
The clariBI blog
Articles on business metrics, reporting, forecasting and getting answers from the data in the tools you already use.
Featured
Product Updates
The clariBI MCP server: use clariBI from Claude, Cursor or ChatGPT
clariBI runs its own MCP server at claribi.com/mcp/v1/. Connect Claude Desktop, Cursor, ChatGPT or your own agent and i…
Comparisons & Evaluations
Picking your first BI tool as a 10-person startup
At ten people the spreadsheet that runs the company starts to crack. Four questions decide which BI tool fits: engineer…
Latest posts
How-To Guides
SQL for business analysts: a practical beginner's guide
The SQL a business analyst actually uses: filtering, joining, grouping, dates, CTEs and window functions, each with a short business example in PostgreSQL syntax, plus the five mistakes that quietly produce wrong totals and a few exercises to practice on.
How-To Guides
Connect PostgreSQL to clariBI: a complete walkthrough
A step-by-step guide to connecting PostgreSQL to clariBI: creating a read-only user, opening network access on common hosts, filling in the form, what a sync copies and how to fix the usual errors.
Business Intelligence
The future of business intelligence: key trends for 2026
Ten BI trends for 2026, written for small and mid-size businesses: which ones change how you work, which ones are mostly vendor talk, and what to ask for when you choose a tool.
How-To Guides
From CSV to report: upload, analyze and share a file in clariBI
Plenty of useful data arrives as a CSV export. This walkthrough takes one sales file from preparation to upload, a checked automatic dashboard, plain-English questions and a PDF report, and explains how to handle next month's version.
How-To Guides
Set up an automated weekly report with email delivery
A weekly report that regenerates on its own and lands in inboxes before Monday's meeting. This guide covers choosing the template, testing it once by hand, setting the schedule in UTC, who can open the emailed link, what each run costs in credits and what to check when a run fails.
Data Analytics
Data governance best practices for growing companies
Governance is a set of clear answers: who owns each dataset, what each metric means, how good the data has to be, who can see what, and how personal data is handled. Best practices for a growing company, with a phased plan and the mistakes that sink most programs.
How-To Guides
Build a sales dashboard from scratch in clariBI
A step-by-step tutorial for a sales dashboard that answers three questions every morning: are we on track, where is the pipeline thin, and which deals need attention. Covers the data you need, the metric definitions, the builder steps and upkeep.
How-To Guides
Track business goals with milestones and your own data
Goals that live in a slide deck get checked once a quarter, when it is too late. This tutorial sets up goals next to the data that measures them: writing a measurable goal, structuring it, linking it to a dashboard number, recording milestones and running a short weekly review.
How-To Guides
Share dashboards publicly: setup and best practices
Clients, investors and partners often need your numbers without a login. Here is how public dashboard links work in clariBI, how to prepare a dashboard before you publish it, and when another sharing method fits better.
How-To Guides
Set up MFA for your entire team in clariBI
A rollout plan for two-factor authentication in clariBI: set it up on your own account first, require it for the organization with a deadline, give the team clear instructions, check who has turned it on, and handle lost phones and rejected codes. Available on every plan.