The Lost Lead Analysis Skill generates a detailed analysis of an updated lost lead dataset. Once the dataset has been ingested, a summary of the data will be provided as well as the ability to ask specific questions. No information about your uploaded dataset is saved once the AI Skill has been performed.
Specifically, the Lost Lead Analysis produces analysis on the following sections of the uploaded dataset:
Impact by community
Most frequent reasons (top 10)
Communities with most lost due to competitors (top 5)
Communities with most lost due to missing LOCs (top 5)
Communities with most lost due to financial reasons (top 5)
To use this Skill, you must have a dataset available in excel format to upload to the Skills module. The dataset must be uniform in nature, meaning that the fields and data throughout are consistent. Each piece of data must have a corresponding column name. At a minimum, the dataset must include the corresponding community name and lost lead reason.
To run this Skill:
Click "Continue" to acknowledge that you understand the upload requirements of the Skill.
Upload your chosen lost lead dataset.
A brief description of the lost lead file will populate. Add any additional detail for your specific facility that you desire. Click "Continue."
Input Needed: AI Skills will take a few moments to analyze the dataset and will return a list of fields included in the file and the assumed definitions for those fields. Read through the fields and adjust any definitions to ensure that your file can be interpreted correctly.
4. Once you are satisfied with the dataset field definitions, click "Continue".
5. The analysis of your dataset will likely take several minutes. You can navigate away from the page while AI Skills analyzes your dataset.
6. Once the dataset has been ingested, ask any question about the data by typing in your question and clicking "Continue." Once the answer has been produced, you can continue to ask as many questions as you desire by typing your new question and clicking "Continue."
7. Click "Download" to export the analysis to a word file.
PLEASE NOTE: This content has been generated by NIC MAP Vision's Automations Platform and is only intended to be a first draft. It must be reviewed by a trained professional to ensure accuracy and compliance with all applicable laws and regulations.