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
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