Converse with Your Data

Ask data questions using non-technical language, and view answers in automatically configured charts. Start with a common word or two, and CRM Analytics provides relevant suggestions that you can accept or edit.

1. For a dashboard, open the conversations panel by selecting Conversations from the dropdown menu in the icon bar. For a lens, locate the text entry box with the icon.
2. Click in the text entry box.
3. Select a suggestion, or type your own question.
4. (Optional) When you have the chart that answers your question, click an action icon or the dropdown menu in the upper right corner. Available actions, such as clip, explore, save, and share, depend on the context.
   
   How does it work? The conversational auto-suggestions are based on fields in the available datasets. To see which datasets are open for conversational exploration, look for the purple hexagons (). For a lens, click Fields to view the available fields to ask about. For a dashboard, if the suggestions don’t include the words you expect, click Add Dataset to expand your exploration.

   What kinds of questions can you ask? Question are built with measures and dimensions from your data combined with keywords, such as “show me” and “by.” Typically, measures are aggregated and dimensions are grouped to show meaningful information. Filters are applied to narrow the focus of the question.

   Example Conversational Queries

   Aggregations and Limits	Measures	Dimensions	Filters
   top 3		account owner
   average	CSAT		this week (Created Date)
   bottom 5	amount	by account owner and stage	for closed equals (true)
   	unit price and shipping cost	by product family	between 10000 and 100000
   		show me industry
   		agent and case origin
   percentage change		by segment	previous cy (Close Date)
   	revenue, csat	by agent, state, product
   percentage breakdown of	amount	by opportunity name
   rank	number of records	by industry	for industry equals (Agriculture, Biotechnology, Communications)
   max	number		for account type contains (cust) and amount > 10000

   What if my question doesn’t include a measure? When no measure is specified, the response is aggregated by count of rows.

   What if I don’t get a chart? Sometimes your question isn’t phrased properly and you see a red error message. In that case, try using the auto-suggestions to help rephrase your question. Sometimes you’ve asked a valid question but no results are returned. Try a wider filter or a different group. For more about what to type, see the following tables.

Elements of Conversational Exploration

Question Elements	Keywords and Symbols
Measures (numerical or aggregated)	count, number, sum, avg, max, min, median, first, last, unique, top, bottom, stddev, stddevp, var, varp, percentage breakdown, percentage change, rank
Groups	by, and
Filters	(By dimension values) for, in/equals, not in/not equals, contains, top, bottom, without, filter out, exclude (for multiple values, use commas and parentheses, for example “(v1, v2, v3)”) (By measure ranges) with, equal, =, greater than, >, less than, <, between, top, bottom (By relative date ranges) today, tomorrow, yesterday, current/next/previous/last, year, quarter, month, week, day (for full list, see Relative Date Filters)
Question words	show me, show the, what is, what are
Shortcuts that depend on your dataset	deal, lead conversion, time to close, win rate (for more information, see Shortcuts)

Relative Date Filters

Relative date units	Keywords
Fiscal Year	Current FY, Previous FY, Previous 2 FY, 2 FY Ago, Next FY, Current and Previous FY, Current and Previous 2 FY, Current and Next FY
Fiscal Quarter	Current FQ, Current and Next FQ, Current and Previous FQ, Next FQ, Previous FQ, Current and Next 3 FQ
Calendar Year	Current CY, Previous CY, Previous 2 CY, 2 CY Ago, Next CY, Current and Previous CY, Current and Previous 2 CY, Current and Next CY
Calendar Quarter	Current CQ, Current and Next CQ, Current and Previous CQ, Next CQ, Previous CQ, Current and Next 3 CQ
Calendar Month	Last Month, This Month, Next Month, Current and Previous Month, Current and Next Month
Calendar Week	Last Week, This Week, Next Week
Day	Yesterday, Today, Tomorrow, Last 7 Days, Last 30 Days, Last 60 Days, Last 90 Days, Last 120 Days, Next 7 Days, Next 30 Days, Next 60 Days, Next 90 Days, Next 120 Days

Shortcuts

Keywords	Functions	Requirements	Examples
deals	sum Amount by opportunity Name	Opportunities dataset that includes “name” dimension and “amount” measure	“top 10 deals last month” or “show me deals that have moved out this quarter (createdDate)”
lead conversion rate	total leads divided by converted lead ("isConverted"=true)	Leads dataset that includes "IsConverted" dimension	“lead conversion rate by rep last month (Created Date)”
closed, won, lost (filters)	"isClosed"=true; “isWon”=true; “isWon”=false	Opportunities dataset that includes “isClosed” and “isWon”	“amount won last month (Close Date)”

Tip If you’re curious about how a question is translated into a query, open the chart in lens mode and click SAQL Mode ().

Take the following into consideration:

• Conversational exploration requires the CRM Analytics Platform permission set license. It isn’t available in embedded dashboards, mobile apps, Experience Cloud sites, or standalone CRM Analytics apps, such as the Sales Analytics app.
• Admin setup is required.
• Conversational exploration is available only in the dashboard designer, the lens, and running apps.
• Some advanced functions aren’t supported.
• The time zone feature isn’t supported.
• If you have more than one dataset open in lens mode, conversational exploration is disabled.