1. Using Sales for Redwood
  2. Generate Insights from Sales Dashboard Graphs

Generate Insights from Sales Dashboard Graphs

You can have an AI agent generate insights into the business data underlying the visualizations in the sales dashboard. You can then ask follow-up questions to obtain more details.

To generate insights:

  1. Click Action (the 3 vertical dots) on the graph and select Insights.

    Screenshot of a sample sales dashboard showing the location of the Action menu and the selections of the open menu

    The Generate Insights AI agent opens a drawer and takes a few seconds to generate the initial insights.

  2. You can enter any number of follow-up questions. The types of questions you can ask include but aren't limited to:

    • Clarification

    • Comparison

    • Root cause analysis

    • Deep dives

    • Anomalies and outlier detection

    • Trend analysis and forecasting

    • What if scenarios

    • Next steps for you to follow

    For question examples, see the topic Types of Questions You Can Ask About Your Sales Dashboard Visualizations.