Using Natural Language Queries

The Semantic Fusion™ Model enables users to access complex business data through simple, conversational questions. This section guides you on how to get the most out of natural language interactions with your sales and opportunity data.

How the System Understands Your Questions
When you ask a question, the Semantic Fusion™ Model:

1. Analyzes your question to identify key entities (Opportunities, Accounts, etc.)
2. Recognizes metrics you might be interested in (Sales Cycle, Win Rate, Revenue, etc.)
3. Detects time frames, filters, and groupings you want to apply
4. Matches your terminology to the semantic model's definitions
5. Composes the appropriate SQL to retrieve accurate answers

Asking Effective Questions

Asking Effective Questions
You can ask questions in your own words using everyday business language. The system understands your intent even when you use different terms than those defined in the model.

Examples of effective questions:

• "How long does our sales process typically take?"
• "Show me deals we won last quarter"
• "Which accounts closed fastest this year?"
• "What's our average deal size for enterprise customers?"
• "Compare win rates between new business and expansion opportunities"
• "Who are our top performing sales reps by revenue?"
• "How many opportunities are stuck in negotiation stage?"
• "Which product lines have the highest conversion rates?"
• "Show me the pipeline forecast for Q3"

Including Helpful Context
While the system understands simple questions, providing additional context can help get more precise answers:

Time Periods:

• "Show me win rate for the past 6 months"
• "What was our average deal size in Q2 compared to Q1?"
• "How many deals closed last fiscal year?"

Segmentation:

• "Compare sales cycle length by account type"
• "What's our win rate for deals over $50k?"
• "Show conversion rates by territory"
• "Which industries have the longest sales cycles?"

Combining Metrics:

• "Compare win rate and deal size by product family"
• "Show opportunities by stage with average days in each stage"
• "What accounts have the highest value and shortest sales cycles?"

Handling Clarifications and Follow-ups
Sometimes the system may need additional information or clarification to answer your question precisely: When asked for clarification:

• Provide the specific information requested
• Consider refining your question with more details
• Choose from suggested options if presented

Follow-up questions:
The system maintains context, so you can ask follow-up questions naturally:

• "How many deals did we close last quarter?" → "What was their total value?"
• "Show me our top accounts by revenue" → "Which ones have the highest growth rate?"
• "What's our average sales cycle?" → "Break it down by product line"

Getting the Most from Your Results

Once you receive an answer, you can interact further:

Refine: Ask for different time periods, segments, or breakdowns
Compare: Request comparisons to previous periods or different categories Drill Down: Ask for more details about specific parts of the result Visualize: Request different chart types or visualizations Save: Save important queries or results to dashboards

Tips for Resolving Common Issues

If you're not getting the expected results:

Be more specific: If results seem too broad, narrow down with specific criteria
Try synonyms: If terminology seems misunderstood, try alternative phrasing Check time frames: Verify the time period is expressed clearly Start simple: Begin with a basic question and add complexity through follow-ups Use business context: Phrase questions as you would in a business conversation

Remember that the system learns from interactions, so the more you use it, the better it will understand your specific business language and preferences.

• "How long does our sales process typically take?"
• "Show me deals we won last quarter"
• "Which accounts closed fastest this year?"
• "What's our average deal size for enterprise customers?"
• "Compare win rates between new business and expansion opportunities"
• "Who are our top performing sales reps by revenue?"
• "How many opportunities are stuck in negotiation stage?"
• "Which product lines have the highest conversion rates?"
• "Show me the pipeline forecast for Q3"