Analyze your pipeline to identify high-risk deals and quick wins so you can prioritize your time and meet your quota.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise and Unlimited Editions with Agentforce for Sales add-on and in Agentforce 1 Edition. |
- On the forecast page in the desktop site, click Ask Agentforce.
-
From the menu, select a predefined question or ask your own.
- To see a summary of your pipeline changes and forecast numbers, select What changed since last week?.
- To prepare and confirm your forecast notes, select Can I submit my forecasts?.
- To find quick wins to meet your quota, select Where are my easiest wins right now?.
- To type a custom question with your own context, select Ask Agentforce anything else....
-
Review the agent's recommendations.
The agent automatically identifies the reasons behind the deal scores and suggests next steps so you can take immediate action.