---
schema_version: "1"
id: 6995dbeed35822e75af110d4a59856ec64adeed6f4ad7c18414662f81a6a4928
title: Sales Agreement | Summarize Sales Agreement Performance
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ai/264-0-0/agent_ref_summarize_sales_agreement_performance.md
canonical_url: https://help.salesforce.com/s/articleView?id=ai.agent_ref_summarize_sales_agreement_performance.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 1023c89e11fe6117e6744cf1329073f6da31bd724510bad41401237f0dbd26a3
description: Generates a summary of the performance of a sales agreement, including the deviations between the planned and actual quantity and revenue values in the sales agreement.
products:
  - Agentforce
  - Cross Cloud
release: "264"
---
# Sales Agreement | Summarize Sales Agreement Performance

Generates a summary of the performance of a sales agreement, including the deviations between the planned and actual quantity and revenue values in the sales agreement.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Enterprise</strong>, <strong>Performance</strong>, <strong>Unlimited</strong> , and <strong>Developer</strong> Editions with the Agentforce for Automotive or Manufacturing add-on or included in Agentforce 1 Automotive and Agentforce 1 Manufacturing Edition. Requires each user to have the Agentforce for Automotive or Manufacturing add-on to access the action.</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
      <colgroup>
        <col style="width:50%">
        <col style="width:50%">
      </colgroup>
      <thead class="slds-text-title_caps ">
        <tr class="">
          <th scope="col" class="slds-cell-wrap" style="text-align:center;vertical-align:top;" id="d81761e70">User Permissions Needed</th>
          <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d81761e73">&nbsp;</th>
        </tr>
      </thead>
      <tbody>
        <tr class="">
          <td class="slds-cell-wrap" colspan="2" style="vertical-align:top;" headers="d81761e70 d81761e73 ">See <a href="https://help.salesforce.com/s/articleView?id=ai.agent_actions_common_perms.htm&amp;type=5&amp;language=en_US" target="_blank">Common User Access for Standard Agent
              Actions</a>.</td>

        </tr>
      </tbody>
    </table>

## Action Details

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small "><colgroup><col style="width:50%"> <col style="width:50%"></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">API Name</td><td class="slds-cell-wrap" style="vertical-align:top;">SummarizeSalesAgreementPerformance</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Reference Action Type</td><td class="slds-cell-wrap" style="vertical-align:top;">Prompt Template</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Does this action execute one or more prompt templates?</td><td class="slds-cell-wrap" style="vertical-align:top;">Yes</td></tr></tbody></table>

## Considerations

The generated summary includes the top 3 products with the highest cumulative deviations. For each product, up to 5 schedule deviations, such as months with the highest variance, are displayed. These limits apply even if the sales agreement schedule extends beyond five months. This default configuration is set to ensure performance and stay within LLM context limits, and it applies regardless of the agreement’s size or duration, unless customized.