Unlock Insights with AI Report Analysis for Salesforce
Turn Salesforce data into instant, executive-ready insights. Use AI to summarize reports, spot trends, flag anomalies, and recommend actions so every team can make faster, smarter decisions.
Executive-Ready Summaries
Automatically generate briefings and summaries based on your report data. Virtual assistants that analyze and interpret Salesforce report data across standard and custom objects (Leads, Opportunities, Cases, Accounts) and more. Agents deliver meaningful summaries, detect trends, evaluate performance, and provide predictive insights.
Spot Trends and Anomalies
Detect changes in metrics, seasonality, and outliers with built-in intelligence.
Predictive Recommendations
Get suggestions for actions based on past data and future forecasts.
Multiple use cases across job roles
Sales Leaders: Instantly assess team performance and spot sales trends.
Marketing Teams: Evaluate lead source effectiveness and optimize campaign strategies.
Customer Support Managers: Monitor case resolution efficiency and track customer satisfaction.
Executives: Receive concise, high-level summaries of overall business performance.
