AI Insights
AI Salesforce reports and dashboards from plain English
Tell Insights what you want to see — “funding by month by region for the last year” — and it builds the queries, chooses the visualisation, validates everything, and saves a dashboard that runs live against your org.
What you can do
- Charts, reports, and multi-block dashboards — bar, line, area, pie, and metric blocks on a grid
- Live execution: every view runs fresh, SELECT-only SOQL against your org
- A semantic layer of named KPIs, dimensions, and filters the AI must use — no guessed field names
- The AI asks a clarifying question when your request is ambiguous, instead of guessing
- Every asset is dry-run validated before it can be saved — broken dashboards can’t exist
- Saved assets are shareable links your team can open any time
How it works
Define your language once
Optional but powerful: name your KPIs (“Funding per month”), dimensions (“Region” → Account.BillingState), and filters (“Funded deals”).
Describe the output
“Top 10 accounts by open pipeline as a bar chart.” The AI compiles SOQL from your definitions.
It checks its own work
The complete spec is executed in preview — every query, every column binding — before anything is saved.
Open a live dashboard
Assets re-query on view, so numbers are never stale copies.
Why it's different
A semantic layer, not vibes
Most “AI reporting” guesses which of your 900 fields means revenue. Insights compiles queries from KPI and dimension definitions your team controls — so “Region” means the same thing in every chart, for every person, every time.
Try asking
- “Revenue by region by month, last 12 months, as a line chart.”
- “Win rate by lead source, quarterly, with a target line.”
- “A dashboard: pipeline by stage, top 10 open opportunities, and cases by priority.”
- “How is each sales team tracking against target this quarter?”
AI Insights — questions
Works even better with
SOQL Assistant
Describe the query in English — get tested SOQL and live results. Save the queries your team runs every week.
Learn moreAI Org Chat
Ask your org anything. The assistant inspects schema, automation, code, and live data with 48+ read-only tools — and remembers what it learns.
Learn moreData Tables
Spreadsheet-style views of live Salesforce data: dot-path parent columns, filters, grouping, child grids, and inline editing.
Learn morePut AI Insights to work on your org
Start free with the Metadata Explorer — every AI feature is free while the beta runs, and a competitive price is still being worked out.