Agent Topic: Account Performance
Summarize an account’s financial health, retrieve total revenue, analyze performance metrics, and identify top-selling and bottom-selling products within a specified time period. This topic helps users quickly understand sales trends and financial metrics of an account.
Required Editions
Available in: Lightning Experience Available in: Agentforce 1, Einstein 1, Enterprise, and Unlimited editions with Consumer Goods Cloud Retail Execution and Agentforce for Consumer Goods Cloud add-on licenses. |
How it Works
Users can ask for a performance summary for a specific date range. The agent uses data from preorders, deliveries, and invoices in the Ready or Released phases to calculate total revenue, determine order values, and identify the highest and lowest selling products defaulting to the top and bottom 20% if percentages aren’t given.
| User Input | Action Used | Agent Response |
|---|---|---|
| Give me the performance summary for this account for the last quarter. | EmployeeCopilot__IdentifyRecordByName GetReAccountPerformanceData GetReOrdersByAccount |
Provides the order summary, total revenue for the quarter, identifies top-selling products by total quantity, and lists bottom-selling products. |
Examples of Utterances That Trigger This Topic
- What’s the latest performance of this account?
- Any performance updates for this store?
- Give me the store performance.
- Pull sales performance history of the store for the past 6 weeks.
- Show recent 3 weeks store performance data.
- Show the top 10% selling and bottom 10% selling products.
- Give me a quick account performance overview for the past 6 months? Consider top/ bottom 10% selling products.
- What’s the store performance status for the last one month? Consider the top/ bottom 10% selling products.
- Give me a quick snapshot of this account performance in the last 1 month. Consider top/ bottom 5% selling products.
- Pull account performance for the last 1 month. Consider top/ bottom 5% selling products.
- Review this account’s performance from last week.
- Fetch last week’s performance data for this account.
- What were the key performance highlights for this account last week.
Follow-Up Utterances
- What is the revenue generated from past orders for the store?
- Were any orders placed during the last store visit?
- Which product categories are driving the most revenue at this store?
- What is the average order value for this store?
- How many orders were placed during the last visit?
- Any recommendations based on past performance of the store?
- What is the highest single order value recorded for this store?
- What is the revenue contribution of top-selling SKUs at this store?
- How many high-value orders have been placed?
- What is the average line item per order during recent visits?
Account Performance Considerations
These considerations define how the Get Retail Execution Account Performance Data and Get Retail Execution Orders By Account actions in the topic filter orders and calculate account performance data.
- Top or Bottom Selling Logic: The calculations of top and bottom-selling products are based on order quantities. The default percentage used for Top N% and Bottom N% is 20%, but this is configurable (0 to 100) via input parameters.
- Total Revenue: The total revenue is calculated as the sum of the gross total of retrieved orders.
- Quantity Normalization: The product quantities are normalized to the smallest unit of measure (UoM) by using the Pieces per Smallest Unit field to ensure accurate comparisons across different UoMs.
- Sorting: The resulting products are sorted by total quantity in descending order.
- Order Phase Filter: The agent retrieves orders that are in the Ready or Released phase.
- Order Document Types: The agent retrieves orders with a document type of Delivery, Order Entry, or Invoice.
