Research Trends

Research Trends is an AI-driven analytics feature that surfaces customer sentiment, feedback patterns, and requests from CRM data.

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How to Use Research Trends

The Research Trends page has two tabs in the left sidebar: Your Reports (reports you've generated) and Weekly Reports (automatically generated weekly reports). Click any report to view it, or click New Report to create one.

To create a new report:

1. Use the filter chips at the top of the page to set the Pipeline and Owners scope for your report.
2. Click New Report.
3. Give the report a name and pick a date range.
4. Click Run Report.

The report starts running and can take up to 2 minutes to complete.

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When it's complete, it's saved to Your Reports for you to view any time. You can export it as a PDF or delete it whenever you want.

What Research Trends Reveals

Each report has three sections:

1. Positive Feedback Trends. the top positive sentiment patterns from your selected deals (e.g. "Unified Platform Solves Cross-Functional Chaos"), each with a one-line summary and a detailed analysis.
2. Negative Feedback Trends. the top negative sentiment patterns (e.g. "No-Shows and Cancellations Kill Deals Fast"), with the same one-line summary + detailed analysis structure.
3. Top Customer Requests. the top requests from customers, broken into a Top Request and a Runner-Up, to help you prioritize product/service improvements.

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What You Can Do with the Results

You can access the report any time from Your Reports on the Research Trends page.

To share it with your team, click the Export PDF button at the top right of the report.

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Research Trends Limits

There is a monthly limit on how many reports you can generate. You can see your remaining credits on the Research Trends page at the top right of the page.

View Saved Reports

The left sidebar has two tabs:

• Your Reports. every report you've generated. Click any report to view it, export it, or delete it.
• Weekly Reports. automatically generated weekly reports you can revisit any time.

Making the Most of Research Trends

• Run for a specific pipeline: scope the report with the Pipeline filter chip to see positive, negative, and customer-request trends for that pipeline.
• Get detailed insights: combine the Owners and Pipeline filter chips with a tight date range to dig into specific trends.
• Revisit automatically generated reports: check the Weekly Reports tab. the week-in-review email also links to the previous week's report.

Next Steps

• Predict Sales with AI Forecast: Boost forecasting with predictive analytics.
• See what growing (or shrinking!) your pipeline with Pipeline Time Machine: Inspect pipeline health with analytics.
• Track Deals: Monitor deal health and progress.
• See the Research Trends product page: Learn more about sales strategy insights and trend analysis.