This scenario applies when only Quote data is available, with no realized transactions or insufficient transaction history. It describes what Agents can and cannot infer from Quotes alone and how to work within that limit.
Data
Only Quote data is available, but there are no realized transactions or insufficient transaction history for standard transaction-based analysis.
Why it Matters
The Agent can analyze Quote information, but it cannot reliably infer realized sales performance, historical margin realization, or conversion outcomes without transaction data.
Advice
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Use the Flex Agents about deal velocity and price compliance when this is the main focus.
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For more advanced agents and analysis, copy the Quote data into a Datamart with the required product, customer, Quote, pricing, and status fields.
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Clearly distinguish Quotes from realized transactions and include Quote dates, status, and outcome indicators where available.