Sales Cloud · Pipeline Forecasting48 tasks
Analyze Sales Pipeline
Ask questions about the opportunity pipeline and get answers on deal health, win and loss rates, rep performance and stuck deals, drawn from the org's own data. This page belongs to Pipeline Forecasting: area-level work in the Sales Cloud overview.
Method
How MeshMesh does it
- Connects to the org and runs SOQL discovery queries on pipeline health, win and loss rates, rep performance, stuck deals and lead sources.
- Queries open opportunities by stage, identifies the stage definitions and checks the email configuration when the user wants a summary sent.
- Works around SOQL limits: when grouping an aggregate query by account name comes back empty, it runs a separate account query and matches the names itself.
- Writes a phased plan, for example a full analysis or a pipeline summary report and email, and waits for the user's approval before producing it.
The evidence also mentions the Data API. Related setup work is covered in Configure Pipeline Inspection and Configure Collaborative Forecasting.
Pipeline Forecasting