- Analyzes your question to identify key entities (Opportunities, Accounts, etc.)
- Recognizes metrics you might be interested in (Sales Cycle, Win Rate, Revenue, etc.)
- Detects time frames, filters, and groupings you want to apply
- Matches your terminology to the semantic model’s definitions
- 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”
- “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?”
- “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?”
- “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?”
- Provide the specific information requested
- Consider refining your question with more details
- Choose from suggested options if presented
- “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”