Gallery
Coda AI + Salesforce
Share
Explore
Gallery
Coda AI + Salesforce
Coda AI + Salesforce

icon picker
Trends & insights

so-so

Coda AI can share insights about your opportunities!

Sync in your data, and use AI block to synthesize insights like the top priorities and what needs attention. You can change the prompt to focus on your key areas of interest.
Use AI chat to ask one-off questions at any time. For example: Which company has the largest opportunity?
Based on the [SFDC Opportunities], the top priorities are:
2024 Q1 Contract Renewal with Acme Corp. at Value Proposition stage with $400,000.00 in amount and a close date of 11/13/2023
Upsell Deal with Acme Corp. at Needs Analysis stage with $40,000.00 in amount and a close date of 11/10/2023
Expansion to Design team at Needs Analysis stage with $40,000.00 in amount and a close date of 11/30/2023
What needs attention:
Expansion into PNW with Acme Corp. at Id. Decision Makers stage with $25,000.00 in amount and a close date of 10/25/2023 has no Last activity
Upsell to Enterprise tier with Wayne Enterprises at Proposal/Price Quote stage with $60,000.00 in amount and a close date of 12/14/2023 has no Last activity
Expansion to Sales team with Delorean Construction Inc. at Qualification stage with $10,000.00 in amount and a close date of 11/28/2023 has no Last activity
⁠
SFDC Opportunities
Account name
Report record
Opportunity name
Stage
Amount
Close date
Last activity
Acme Corp.
3
2024 Q1 Contract Renewal
Value Proposition
$400,000.00
11/13/2023
8/2/2021
Upsell Deal
Needs Analysis
$40,000.00
11/10/2023
9/1/2021
Expansion into PNW
Id. Decision Makers
$25,000.00
10/25/2023
Wayne Enterprises
2
Expansion to Design team
Needs Analysis
$40,000.00
11/30/2023
Upsell to Enterprise tier
Proposal/Price Quote
$60,000.00
12/14/2023
Delorean Construction Inc.
1
Expansion to Sales team
Qualification
$10,000.00
11/28/2023
⁠

Gallery
Share
 
Want to print your doc?
This is not the way.
Try clicking the ⋯ next to your doc name or using a keyboard shortcut (
CtrlP
) instead.