AI Analysis

Narrative insights, anomalies & winning combinations

LIVE· Close API
BUILD PHASE 5

This view is scaffolded and next in the build queue. It will render from the same live Close semantic layer already powering the Main Dashboard & Funnel. Planned contents:

  • Period summary narrative ('close rate up 5.3%, driven by David')
  • Anomaly flags when a rep/metric moves beyond threshold
  • Auto-surfaced winning combinations: ad × setter × closer → close % / AOV
  • Data-quality nudges (booked closing calls with no logged 002 → show rate understated)
  • Fed aggregated metrics only — never raw PII