Cross-checking orders, inventory, and margins in spreadsheets. Drawing on experience to choose comparable accounts. Turn this work into a calculation using the team’s criteria and a recommendation the rep can review.
New assortment proposal · A candidate in the demo
Daon Food Mart · Sanggye
Ion Water 500 mL
Suggested quantity for a first order
55 cases
One case contains 24 × 500 mL bottles. Confirm the actual order quantity with the customer.
How was the 55-case proposal calculated?
Start with the median monthly order of 197 cases among comparable repeat buyers. Apply the 25% initial-order policy and Sanggye’s relative account size (about 1.13×), then round down to a five-case order increment.
197 cases × 25% × about 1.13 → 55 cases in five-case increments
Next sales action
Account owner Seoyeon Park can propose adding Ion Water and discuss the initial quantity and delivery timing with Sanggye.
Assortment opportunity
33 of 48 comparable accounts carry it
Compare accounts in the same channel and region with similar order volumes. Sanggye carries barley tea, green tea, and lemon water, but Ion Water is marked as not carried and has no orders from July through September.
Available inventory
600 cases
1,100 cases on hand, less 300 reserved and 200 held as safety stock. This inventory is shared across accounts; the figure is before allocation among recommendation candidates.
Supply gross margin
32%
3.75 percentage points above the unweighted 28.25% average for the four beverage products, calculated on the same supply-price and cost basis.
Explore the full selection and hold reasons
Account–product pairs
960
Pairs examined
199
Pairs meeting the criteria
26
Accounts selected
10
Hold reasons across all account–product candidates
Green teaInsufficient available inventory
Lemon waterBelow the supply-margin threshold
Analysis example using synthetic data.
Claude × Decision Layer
From a revenue declineto the next customer offer.
In this recorded Claude session, the user asks about sales performance and then requests account-level recommendations. Explore why Ion Water is a candidate for Sanggye using the same synthetic F&B data.
F&B sales analysis and account recommendations in Claude
An actual Claude session using synthetic F&B data. The presentation was refined and waiting time edited. Recorded in Korean, with English subtitles.
Different sales goals.Different opportunities to find.
Explore account expansion, declining orders, open deals, and new prospects. Select a workflow to see the signals and suggested next steps.
Analysis from the F&B demo
Which account could buy which additional product?
For service businesses, usage and contract data can inform account expansion and upgrade opportunities.
Signal to investigate
Comparable accounts repeatedly order a product this account does not carry yet.
Evidence to consider
Compare accounts in the same channel and region with similar order volumes, then check inventory, margins, and selling restrictions.
Suggested next step for the owner
Give the account owner a product, an initial quantity, and the reasons behind the recommendation.
Illustrative workflow
What should we check when a customer starts buying less?
Use each customer’s ordering cycle and seasonal patterns to distinguish a temporary change from a sustained decline.
Signal to investigate
An expected reorder is overdue, or purchases in a product category have declined.
Evidence to consider
Review changes in order frequency, quantity, and product mix alongside conversations, complaints, stockouts, and delivery history.
Suggested next step for the owner
Prioritize accounts to contact and suggest what to ask, which alternatives to discuss, or which terms to review.
Illustrative workflow
Which quotes and open deals need attention first?
Configure opportunity stages and follow-up criteria around your sales process.
Signal to investigate
A quote has gone unanswered, or an opportunity has stayed in the same stage longer than expected.
Evidence to consider
Consider deal value, expected close date, recent contact, unresolved requirements, and the owner’s follow-up activity.
Suggested next step for the owner
Set a follow-up priority and owner, then outline the timeline to confirm and the proposal details to revisit.
Illustrative workflow
Which prospects fit our product and have a reason to act now?
Choose external data sources and qualification criteria to match your sales objectives and data access.
Signal to investigate
A prospect resembles successful customers and shows relevant inquiries, conversations, or business changes.
Evidence to consider
Review the characteristics and profitability of successful accounts, previous deal outcomes, and connected company information.
Suggested next step for the owner
Recommend who to approach first, why the timing matters, and what to establish in the first conversation.
Recommendations built aroundyour team’s sales criteria.
Connect Salesforce or another CRM with order, inventory, and profitability data. Set comparable account groups, minimum margins, inventory conditions, and initial-order rules for your business.
Recommendations tailored to your team
Apply your sales team’s criteria.
Reuse the methods and criteria reviewed by sales operations and business experts. Apply the same approach as account owners change and fresh data arrives.
How code reuse reduces token usage
Register Python code for selecting comparable accounts and calculating products and quantities, then connect it into analytical procedures. AI selects and executes the method that fits the question.
Reuse reviewed code on fresh data and reduce tokens spent generating the same analytical code from scratch.
Enlarge screenRegistered Python code · Actual product screen · Korean UI
Reasons behind recommendations and exclusions
See why an opportunity was selected or held back.
See which account–product pairs meet the criteria and which were held back by inventory or margin constraints, with the figures behind each decision.
Inspect the data, code, and execution record
The Run retains the queried data and queries, executed code and versions, analytical procedure, and results.
Follow the evidence from a conclusion back to its data and execution record. · Audit Trail
Enlarge screenAnalysis execution record · Synthetic F&B data · Korean UI
Start with one sales opportunityyour team keeps missing.
Choose one sales team and one product group or customer segment, then evaluate the results in the actual workflow.
01
Choose the workflow
Pick a recurring task, such as cross-selling or responding to declining orders.
02
Connect data and criteria
Define the data and sales decision criteria the workflow will use.
03
Evaluate in the field
Review adoption by reps, subsequent orders, and gross profit.
