How do I generate a SWOT analysis of my business plans or account plans using AI?

You can analyze the strengths, weaknesses, opportunities, and threats of the business plan or account plan in the context of your key sales accounts.

Here's how you generate a SWOT analysis of business plans or account plans:

1. Navigate to Redwood Sales > Accounts.
2. Drill down to any account.
3. Search for Show Business Plans and click the required business plan.
4. Search for Generate SWOT.
5. Drag and drop the required files in PDF format. For example, 10K, annual reports, meeting notes and so on.
6. Click Generate.
7. You can review the generated analysis, select all or parts of it and click Save to add them to the business plan.