Generating an Insight
Last updated
Last updated
Arcwise AI analyst is uniquely design to generate data based insights. Insights can help answer questions like:
Why was there a sales spike in July?
Why were shipments delayed yesterday?
What factors led to the increase in inbound last week?
Arcwise can help do the analysis so that the user can get answers. Arcwise doesn't have all of the business context and can't draw conclusions but it can search the data it has access to for possible causes.
Arcwise is best able to generate insights after information has been added to the AI context. Without business specific context the AI will be less focused and may not have the proper information to get to a root cause analysis.
Arcwise can only leverage data is has access to. This may or may not include data in your data warehouse. Ask your administrator what Arcwise has access to.
To ensure Arcwise has access to some specific piece of data you can always connect it to the sheet: Connecting data.
We start with a data set from Salesforce that contains all of our deals. We want to track the total value of closed deals over time. We can get this information from the AI analyst.
show me total deal size over time by month for 2022
We see there is a very large spike in July and now we would like to know why. This is where we need to generate some kind of insight about what happened in July. We can ask for some insight.
explain the spike in july
This will prompt the AI to look for relevant data that could lead to an explanation. In this case it looks at 4 related metrics to help explain the situation, visualizes those metrics, and provides a text summary of the data.
From these results we can see that there was a much larger deal size for Direct Traffic and also that the average deal size was much higher. We can continue asking questions to further refine this insight.
