If you are a dealer owner or sales VP, it is coming up on the end of the month. You are probably wondering where your numbers are at. Perhaps you don't use eAutomate much so you would ping your CFO. Have you thought about just asking your data? Just go to app.powerbi.com, click Copilot and type or dictate your question.
As long as you have our Power BI report in place the data will answer you AND it will give you a link to deep dive into where the numbers came from.
Maybe ask what your unbilled contracts are, AR over certain thresholds or whatever else you are wondering about. Or try asking Copilot what you should be asking.
If you don't have Power BI in place just ask the Juice team to set it all up and manage it for you, no charge from us. You get to decide who can see your financials and if sales reps can only see their customers.
Sign up for ID74 coming out in the next week or so. This will allow you to have a Teams channel where you can ask those same questions of your data, even your reps who don't an eAuto license and don't have a Power BI license can ask.
Get excited about where AI is at and know that it will be twice as smart next month. Then ask your favorite customers if they would like to be able to just ask questions of their data? Take a look at our road map for reselling AI Agents (ID410), if your company resells IT or document workflows you can handle this. Think about how you are going to train your AI so that it can answer support requests for you, start here.
Try it right now, click the link, see what happens. help@ceojuice.com if you can't get the answer.


