Establishing current-state KPI baselines before recommending change
Key Takeaway
Measure how the business performs today before you recommend any change. Confirm the current KPIs with leaders after the QBR, and baseline sales agreements with plan-versus-actual metrics such as Revenue Realization.
A current-state KPI baseline records how the business performs today, using the metrics its leaders already track. In an Agentforce Manufacturing project, you set this baseline during discovery. The baseline shows you the real pain points, and later it shows whether your changes worked. CRM Analytics for Manufacturing provides ready-made sales agreement, forecast and account metrics for this work.
Why a baseline comes first
Nearly every business action creates data. When you aggregate and analyze that data, you can see trends and patterns. Leaders use those trends to decide where to invest effort. Managers and individual contributors use them to check whether their tactics work.
After you make changes, including adding AI tools such as Agentforce, use analytics to measure their success. You can only judge success against numbers you recorded before the change, so the baseline has to come first.