Intelligent Item Recommendations: CRM Conversion Workbook
The Intelligent Item Recommendations: CRM Conversion workbook lets you analyze conversions based on intelligent item recommendations (IIRs) and view estimated revenue. The workbook is a useful tool to understand the success of recommendations on your sales orders, estimates, and opportunity records.
To access the workbook, click the Analytics tab in the navigation menu and then click the Intelligent Item Recommendations: CRM Conversion link in the Workbook Templates list on the Workbooks subtab.
The workbook includes multiple tabs:
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Recommendation Conversions Table - Shows a breakdown of IIR-related conversions by date, scenario, employee, customer, transaction, transaction type, and item.
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Estimated Revenue Table - Summarizes estimated revenue associated with IIR-driven transactions.
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Daily Estimated Value Area Chart - Displays daily aggregated estimated revenue over the past 30 days as a graph.
For more information about each tab, see Navigating SuiteAnalytics Workbook.