Set up the Get Forecast Guidance standard agent action so that sales managers can
quickly receive insights on their team’s performance, calculate a sales rep’s gap-to-quota for
Commit and Most Likely, and analyze opportunities for any risks.
Required Editions
| Available in: Enterprise, Performance, and
Unlimited Editions with the Einstein for Sales add-on
|
- Set Up Forecast Guidance Agent Action
Use generative AI to give sales managers clear insight into how their sales reps are performing. When users ask an agent how a specific sales rep is doing, the Get Forecast Guidance action calculates how that rep is tracking to meet their quota and identifies any risky deals.
- Defining the Forecast Guidance You Receive from an Agent
The Get Forecast Guidance agent action that sales managers can use to quickly view their sales rep’s forecasts is powered by a flow. Users with access can modify the flow in Flow Builder to control and better define the forecast insights they receive from the action. Define the formulas used, the number of opportunities shown, and the criteria for what makes an opportunity risky, in a way that brings the most value to sellers and managers.
