For too long, the sales operations team has been trapped. Every day is spent answering the same ad hoc questions for the sales organization. This makes sales operations a data bottleneck, not a strategic partner. It starts with Sally. Sally is the VP of sales North America at Cloud Corporation. She is responsible for prioritizing the pipeline for her team. She used to rely on her data team for reports, but now she starts her day right here on her sales performance live board in ThoughtSpot. Sally can instantly see her overall KPIs, pipeline value over time, the breakdown by stage, gap to quota, and lead conversion rates. She sees the basics. But to actually drive revenue, she needs to know more, like which opportunities and leads require her immediate attention. Previously, Fally would have to reach out to her sales operations team and have a custom report built. But with ThoughtSpot, Sally no longer needs to ask for a custom report. She can use Spotter to ask the exact deep dive question she needs answered right now. Sally clicks the Spotter button built directly into the opportunity pipeline visual. She asks Spotter directly, show me all opportunities in commit. Here, you will see a list of those opportunities in the commit stage ranked by deal size. Sally doesn’t stop there. Next, she asks, which have had no activity in the past thirty days and learns exactly which accounts are in need of attention in in a matter of seconds. With this actionable list, Sally can prioritize her outreach. Sally has uncovered the insights she was thinking about, but what about things she isn’t thinking about? Sally can also use ThoughtSpot’s AI highlights feature to gain even more insight at a click of a button. With trending KPIs like the total pipeline amount over time visual, a user can see what the top contributors are in an increase or decrease over time. Sally doesn’t have to ask for more reports. ThoughtSpot AI simply tells her what matters most. That’s strategic insight delivered instantly. This is Dave, a senior analyst. Sally’s question about neglected deals are asked pretty much by every rep every day. Dave’s team used to spend hours running the same query over and over with slight differences. Now they spend their time configuring the models and automating insights. So variations of that question and others can be asked to Spotter at any time of the day and output instant results. Dave’s job is no longer just reporting. His team uses Spotter coaching to define that critical business logic just one time. There are a few ways for Dave to configure and coach Spotter. When first creating the model, he can add synonyms, descriptions, and index individual columns. This impacts both the token search experience and spotter. From there, still in the data tab, he can add reference questions and business terms based on actual visuals. For example, Dave can input a question like, what are my high risk deals? And Spotter will automatically populate a visual with what it thinks the user will want to see. From there, Dave can manually edit that visual with what he actually wants users to see when asking a similar question. To do this, Dave creates a high risk deal alert rule. In this org, the rule has already been created. But when he asks, what are my high risk deals? You will see the logic shown in the formulas. Opportunity with amount greater than one hundred thousand or have been in the sales cycle over one hundred and eighty days. For this example, I’m going to change it to one hundred and fifty. Dave configured Spotter to surface this rule first using the specific filters relevant to his specific question. He handled the complex business logic once, and now everyone can benefit from it. ThoughtSpot transforms your entire go to market engine. The sales ops team stops being data gatekeepers and becomes a strategic growth partner, and every sales user is instantly coached by AI. Stop running reports and start driving revenue.
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