Launching an AI summary in Sales Analytics lets you get advanced insights and identify patterns to enhance your decision-making process. This feature is particularly useful within the Insights and Patterns sections, where it helps break down complex data into actionable intelligence. Here's how you can launch an AI summary effectively.
Step 1: Go to Sales Analytics
Navigate to the Sales Analytics section, where you can access various analytical tools, including the AI summary.
Log In and Navigate: Click on the 'Sales Analytics' option on your dashboard, which might be located in the main menu.
Step 2: Click on the AI Summary Icon to Launch a Summary
In the Insights and Patterns sections of Sales Analytics, look for the AI summary icon to access deeper analytical insights.
Launch AI Summary: Click on the 'AI Summary' icon, usually represented by a sparkle icon. This action will launch a detailed AI-driven summary that provides a comprehensive overview of sales insights or patterns.
AI summary details
Applicability
Insights: Use the AI summary in the Insights section to get a detailed root cause analysis, performance reviews, and areas for improvement for representatives, teams, and the workspace.
Patterns: In the Patterns section, the AI summary can help you understand the top combinations that lead to better conversions and detail each specific pattern for strategic planning.
Following these steps, you can launch an AI summary in Sales Analytics to gain advanced insights into your sales data. This feature is a powerful tool for transforming complex datasets into clear, actionable information that can drive your sales strategy forward.