Why dashboards don't answer today's question
1
Separate reports
Sales, stock, customers and agents are analyzed in separate dashboards.
2
The manager has to know the question
Classic BI answers defined KPIs well, but is less suited to ad-hoc investigation.
3
Context gets lost
A product can look like it's performing well until you correlate it with margin, stock and customer concentration.
Designed for business questions over operational data
Managers shouldn't have to know which dashboard or table holds the answer before they can ask the question.
- Connects indicators and data from ERP, CRM and other relevant sources
- Interprets questions asked in natural language
- Answers with values, tables or visualizations that fit the question
- Allows drill-down into periods, customers, products, regions or other dimensions
- Keeps KPI definitions and calculation rules under control
- Separates data access by user, role and context
Key features
Natural language questions
Conversational queries over authorized data.
Tables and rankings
Structured, filterable results.
Charts
Visualizations generated from the context of the question.
Customer 360
History, categories, changes and opportunities.
Product 360
Sales, stock, margin, customers and positioning.
Sales Rep 360
Portfolio, performance and uncovered opportunities.
MODULE PREVIEW
Ask questions of the business, not just the dashboard
Managers need to keep investigating: "why did the category decline?", "which customers explain the difference?", "exclude new accounts", "show the result by agent". AI Sales brings multiple dimensions together in a shared analytical layer, with permissions and controlled access.
- filters by period, customer, product, agent
- tables and charts
- Customer / Product / Sales Rep 360
- explanation and risk signals
THIS IS A MODULE OF AI SALES 2.0 PLATFORM
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Simplified architecture
From data to controlled action
Your ERP and CRM remain the source of truth for operational values. AI Sales adds interpretation, rules, prioritization and workflow on top of your existing systems.
ERP + CRM + stock
Authorized analytical layer
Question
Calculation / retrieval
Table + chart
Explanation / follow-up
Benefits delivered by the platform
1
The question no longer waits for the next dashboard
Managers can explore the data in natural language and keep going with follow-up questions.
2
The analysis combines multiple sources
Sales, customers, products, stock and agent activity can be seen together.
3
The result stays verifiable
The answer comes from queries over the company's data, not from the general memory of an LLM.
Comparison
Classic BI, chat over export, or conversational analytics
Conversational analytics doesn't replace dashboards. It complements them when the user needs a quick investigation and to connect multiple dimensions.
| Capability | Classic BI | Chat over export | AI Sales Conversational Analytics |
|---|---|---|---|
| Standard KPIs | Very good | Variable | Yes |
| Ad-hoc questions | New report | Yes, with context risk | Yes, over the authorized layer |
| Business 360 | Separate dashboard | Manual | Integrated |
| Exact figures | From the BI model | Depends on the prompt | From data / controlled calculations |
A BONUS FOR YOU
Why AI Sales 2.0: the Growth Platform Built on the Award-Winning OPTI Architecture
AI Sales 2.0, available starting July 2026, is an extended platform in which the company's data about products, customers, orders, prices, and stock can be used by all its departments. The modules bring artificial intelligence into optimizing sales, purchasing, warehousing, and performance oversight by management
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ADDED IN AI SALES 2.0
You can run AI agents over your data!
The agent can move from "what happened?" to "why?" and then to "what should we check or do?".
- formulates and runs queries over authorized data;
- combines information from ERP, CRM and the data warehouse;
- investigates, step by step, the causes of a result or a deviation;
- can create an alert, a task or a further analysis.
Other connected modules
Next Best Action & ERP Revenue Recommendations
Analytics surfaces the signals; NBA turns them into actions for the agent.
See the module
Inventory, Stock & Procurement Intelligence
Lets management explore stockouts, turnover and the forecast directly in the conversation.
See the module
Price Intelligence & Market Positioning
Adds competitive context to questions about price, margin and products.
See the module
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See the module in action
The AI Sales 2.0 platform includes nine modules. Book a 30-minute presentation.
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We look at the problem, the systems involved and which KPIs can be reached.
You get a solution quickly.
See OPTI's delivery models and guarantees →
Last updated: 6 November 2026
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