Skip to main content

Sales Insights Chatbot

Business Need​

Enable sales teams and executives to query sales data in natural language and generate custom dashboards on-the-fly, eliminating dependence on data analysts for routine reporting.

Solution Overview​

This solution leverages Abacus.AI's text-to-SQL capabilities within a Custom Chatbot to provide conversational analytics:

Step 1: Connect to Data Warehouse

  • Data Source: Sales data is queried directly from Databricks using our native connector
  • Data Structure: Sales transactions, customer information, product catalog, rep performance, and territory data across multiple tables
  • Live Connection: No data ingestion required; queries execute directly against Databricks in real-time

Step 2: Configure Custom Chatbot with Text-to-SQL

A Custom Chatbot is built with:

  • Text-to-SQL Engine: Automatically translates natural language questions into SQL queries
  • Schema Awareness: Understands table relationships, column names, and business logic
  • Query Optimization: Generates efficient SQL that respects performance best practices
  • Result Interpretation: Explains query results in natural language
💡Pro Tip

The text-to-SQL engine learns your database schema automatically. For best results, use clear table and column names, and provide business definitions for key metrics during chatbot configuration.

Step 3: Dynamic Dashboard Generation

The chatbot can generate visualizations on-the-fly:

  • Chart Types: Bar charts, line graphs, pie charts, and tables
  • Comparisons: Year-over-year, quarter-over-quarter, and period-to-period analysis
  • Export: Dashboards can be saved, shared, or exported as images

How It's Used in Practice​

Sales teams and executives interact with the chatbot to get instant answers and create custom reports:

Common Query Examples:

  • "Show me top 10 sales reps by revenue this quarter"
  • "Compare Q3 sales by region to last year"
  • "What's our average deal size for enterprise customers?"
  • "Show me a chart of monthly recurring revenue for the last 12 months"
  • "List all deals > $100K closed in November"

Workflow:

  1. User asks a question in natural language
  2. Chatbot translates the question to SQL
  3. Query executes against Databricks in real-time
  4. Results are returned with visualizations
  5. User can refine query or ask follow-up questions

Use Cases:

  • Sales Meetings: Generate reports during meetings without waiting for analysts
  • Pipeline Reviews: Analyze deal progression and forecast accuracy
  • Performance Analysis: Compare rep and territory performance
  • Executive Dashboards: Create custom views for leadership reviews

✨Key Outcomes

Key achievements:

🚀 80% reduction in report request time​

From days/hours to seconds for custom reports

💼 Empowered sales teams​

No SQL knowledge or analyst support required

📊 3x increase in data-driven decisions​

Teams explore data more frequently and deeply

Additional Information​