Generating Estimate Insights
With Narrative Insights, you can use generative AI to summarize an estimate record and quickly review estimate quality, pricing context, and potential approval concerns.
The content in Narrative Insights is AI-generated and may contain inaccuracies or omissions. You should verify the summary by reviewing the underlying records.
Key Benefits
-
Understand estimate readiness at a glance with a concise summary of key commercial details.
-
Review visible pricing and amount context to support faster internal validation.
-
Spot potential risks or exceptions that may affect approval or follow-up actions
-
See lifecycle context, such as status and timeline fields, in a single narrative view.
To generate an insight on an estimate record, the Enable Narrative Insights preference must be enabled in the Narrative Insights subtab of the Agent Preferences page. This preference is enabled by default.
To generate narrative insights:
-
Open the record that you want to review.
-
Click Generate Insight. The insight opens in a separate window.
To generate the insight again, return to the record and click Generate Insight.
When you use Ask Oracle outside the estimate record, identify the estimate by its number. For example: 'Create a narrative insight for estimate EST12345.' Replace EST12345 with the number of the estimate that you want to review.
What to Expect in the Output
Output can vary based on available data. It may include:
-
A record heading (for example, Estimate number and customer).
-
A short summary paragraph about the current estimate.
-
Key takeaways, such as:
-
Total amount and currency.
-
Estimate status.
-
Item-level pricing context (for example, quantity, unit price, and line amount).
-
Profitability indicators (for example, gross profit and gross margin), when available.
-
Win probability and expected close date, when available.
-
-
Exceptions and risks, such as pricing inconsistencies, unusual margins, contradictory visible dates, or other approval-readiness concerns.