Manufacturing
Generate Sales Agreement Insights
Summarize sales agreements to highlight deviations in planned vs. actual quantities and revenue, providing actionable recommendations for improved decision-making and forecast accuracy.
Sales Agreement Summary
Sales managers need to understand deviations in sales agreements. Leveraging time phased sales agreement data, product planned and actuals, this feature simplifies deviation reporting, analyzes revenue and margin impacts, and offers actionable recommendations, enhancing decision-making and customer relationships.
Object Referenced
Sales Agreement, Product, Schedule
Data Sources
CRM, Asset, Manufacturing Cloud, Flow
Record Summary
1. Navigate to Sales Agreement record page
2. Click the Einstein window open
3. Select the prompt "Analyze Deviations"
Availability
GA Oct' 24
Disclaimer: Salesforce pre-built Al solutions are constantly being enhanced based on customer feedback and may not reflect actual product details. Solutions may not be currently available, delivered on time or at all. Customers should make purchase decisions based upon solutions that are currently available.
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