Content Description:
Provides a current view of open pipeline and future revenue potential. Users can monitor pipeline by stage, evaluate weighted pipeline, identify deals at risk, understand where opportunities are leaking from the funnel, and prioritize sales actions using Salesforce Data.
Prerequisites
- Fusion Data Intelligence Release: 26.R2 or higher
- Ensure the relevant FDI application and functional areas are activated in your FDI instance:
- Application: Fusion CX Analytics
- Functional Area: Salesforce- Sales
- Salesforce Connector is Configured
Content Type: AI Data Agent + Workbook
Target Persona: Sales Operations, CRO
Subject Areas: SF - Opportunity
Business Use Case/Questions:
- What is the open pipeline by sales stage?
- What is the weighted pipeline for this quarter?
- Which opportunities are at risk?
- Which sales stages have the highest pipeline value?
- Where is the sales funnel leaking the most revenue?
- What are the top open deals by expected amount?
- Which sales representatives own the largest at-risk deals?
- How much pipeline is expected to close this quarter?
Screenshots/Demo Videos:
Pre-Requisites: 26.R2
Download: Content Library
Best Practices:
- Salesforce Pipeline needs to be pre-configured
- Use the Enterprise Year and Enterprise Quarter filters to focus your analysis on the desired reporting period.
- The AI Assistant does not currently take workbook filters into account when generating responses. Include filter criteria in your prompt when needed.
We’d love to get your feedback and business use cases to help build a more sample FDI content.
