The following video explains how to use AI Sales Analysis to quickly understand sales performance without needing to manually pull and sort multiple reports. It shows how to set up an analysis by selecting what you want to review, choosing a time range, and optionally comparing performance across periods or narrowing the focus by things like location or product details. The video demonstrates how the AI generates clear insights, highlights key trends and actions, and allows you to dig deeper by asking follow-up questions about your sales data.
SOP: Run and Interpret AI Sales Analysis
Objective
Use the AI Sales Analysis tool to quickly evaluate sales performance, identify trends and issues, and generate actionable recommendations without manually pulling multiple reports. This SOP guides a team member through selecting the right analysis, applying filters, generating results, and asking follow-up questions.
Key Steps
1. Open AI Sales Analysis and choose the analysis type 0:55
Go to the Reports section and open the AI Analysis tab.
Select what you want to analyze from the dropdown.
Available analysis types include:
Performance Overview: how sales are performing
Product Deep Dive: what is selling and what is not
Margin and Profit: where money is being made or lost
Customer Behavior: who is buying what
Inventory and Replenishment: what should be stocked
Anomalies and Alerts: unusual activity or unexpected results
Custom Question: ask anything about sales
For a general sales review, choose Performance Overview.
2. Select the data scope and required comparison settings 1:53
Choose the required fields marked with a red asterisk.
Set the Time Range for the analysis.
Example: select Year-to-Date to review current-year performance.
Set Compared To if you want a benchmark:
Previous Period
Same Period Last Year
No Comparison
If you only want current results, choose No Comparison.
3. Narrow the analysis with filters 2:22
Refine the analysis by selecting one or more filters:
Location
Category
Brand
Salesperson
Use these filters to focus on a specific part of the business.
Example: select a single store location, such as Sewell, to review only that store’s results.
If no filter is needed, leave the selection set to All for each field.
4. Define the analysis focus and output format 2:50
Choose what the AI should focus on:
Problems
Opportunities
What it sees
Balanced: includes both problems and opportunities
Select the Report Style:
Short Summary
Detailed Report
Select the Format:
Bullet Points
Paragraphs
Add Additional Context if needed to improve the AI’s results.
Example context:
Focus on a new product launched in March.
Ignore a trade show because it was a one-time event.
Use simple language; the AI will interpret the instruction.
5. Include recommendations and generate the analysis 3:43
Check Include Actionable Suggestions if you want the AI to recommend next steps.
Review your selections before running the report.
Click Generate Analysis to create the report.
Wait for the AI sales analysis results to load on the page.
6. Review the AI-generated results 4:01
Review the analysis summary displayed at the bottom of the page.
Look for the following sections:
Key Metrics
Top Three Findings
Critical Actions
Questions for a Deeper Dive
Use the suggested follow-up questions to explore the data further.
Confirm whether the findings align with the business area you selected.
7. Ask follow-up questions for deeper insight 4:36
Use the question field at the bottom of the analysis to ask the AI a specific question.
Example question: What brands are driving our sales?
Submit the question to generate a focused analysis based on that topic.
Use this step to investigate trends, performance drivers, or unusual results without running separate reports.
8. Clear results or use Quick Insights when needed 5:15
Click Clear to reset the analysis and start over with new selections.
Use Quick Insights for a fast comparison of:
Last 30 days versus Prior 30 days
All locations
Use Quick Insights when you need a rapid high-level performance check without building a full analysis.
Cautionary Notes
Required fields must be completed before generating the analysis; look for red asterisks.
Make sure the selected time range and comparison period match the business question you are trying to answer.
If you apply filters too narrowly, you may miss broader trends or important context.
Additional context should be clear and specific to avoid confusing the AI.
AI-generated insights should be reviewed before acting on them; validate important decisions with business judgment and, if needed, additional reporting.
Tips for Efficiency
Start with Performance Overview for a quick general health check, then drill into other analysis types as needed.
Use Balanced and Detailed Report when you want a fuller picture of both risks and opportunities.
Add short, plain-language context to improve the relevance of the AI output.
Use the suggested follow-up questions to save time when exploring findings.
Use Quick Insights for routine check-ins instead of building a full report.
Click Clear before starting a new analysis to avoid carrying over old selections.