Pre-configured Einstein Discovery stories for manufacturing analytics
Key Takeaway
Pick the story by goal: Maximize Sales Agreement Product Renewals for renewal likelihood, and Get Price Recommendations for Products and Schedules for pricing guidance. With fewer than 300 rows of data, leave both stories unselected, because too little data makes the whole app creation fail.
Preconfigured Einstein Discovery stories are ready-made predictive models that come with the Analytics for Manufacturing app. They turn sales agreement history into two kinds of insight: predictions about which product renewals are likely, and price recommendations for products and schedules. You choose them when you create the app. They work only when your org has enough data.
The two stories and when to use each
The Analytics for Manufacturing template comes with two preconfigured stories. They're available for an extra charge in Enterprise, Developer, and Unlimited editions that have Agentforce Manufacturing enabled.
| Story | What it does | Use the insights to |
|---|---|---|
| Maximize Sales Agreement Product Renewals | Predicts how likely sales agreement products are to renew | Focus on accounts whose agreements have a high renewal probability, see the top contributing factors, and follow up with accounts whose agreements have a low renewal probability |
| Get Price Recommendations for Products and Schedules | Recommends prices for sales agreement products and schedules, based on their historical data | Offer better pricing for new products and schedules, and reprice agreements as they're revised |
Pick the story that matches the business goal. A goal about renewal risk or renewal focus points to Maximize Sales Agreement Product Renewals. A goal about pricing guidance points to Get Price Recommendations for Products and Schedules.
Ana runs sales operations at a company that makes industrial valves. Many of her sales agreements come up for renewal next quarter, and her reps want to know where to spend their time. Her goal is about renewal likelihood, so she selects Maximize Sales Agreement Product Renewals. The story's insights point her reps to accounts whose agreements have a high renewal probability, along with the top contributing factors. Her reps also follow up with the accounts whose agreements have a low renewal probability.