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Deal Amount and Stage

These insights extract sales opportunity details from conversations: - Deal Dollar Amount (if discussed) - Lead/Deal Stage (e.g., Discovery, Proposal, Negotiation)

  • Deal Amount: numeric (currency) + optional explanation
  • Deal Stage: dropdown (controlled stages)

Recommendation: Store deal amount as a numeric field in your tenant's base currency. Include an explanation describing the extracted amount and context (e.g., "Customer mentioned a budget of $50,000 for the project").

EDITOR NOTE: currency and normalization

Ask product/stakeholders:

1) Should amount be stored as: - A) Raw number only (assume tenant currency) - B) Number + currency code - C) Text (e.g., "$12k") for simplicity

2) Is currency conversion supported? - A) Yes - B) No

Best-guess recommendation:

  • Store as numeric in the tenant's base currency, and include explanation describing the extracted amount and context.

Configuration overview

  1. Create Custom Fields for Amount and Stage
  2. Enable or create AI Task
  3. Apply sales-only filters
  4. Validate for extraction accuracy (amounts can be tricky)

Prompt recommendations

  • Extract amount only if explicitly mentioned; otherwise return Unknown/null (as allowed)
  • For stage, require selection only from allowed list
  • Provide explanations referencing evidence