Why Zia Strategy Influencer? 

Zia Strategy Influencer

• Strategy Influencer Name -  Define the name of the Zia Strategy Influencer
  
• Select metric -  Select the module for which the Zia Strategy Influencer is to be created. Then select the criteria for which the prediction is to be done, in this case, the ''Sum of Amount''.
  
• Associated date field -  Define the date field based on which the prediction is to be done for the intended time period, for example, this week. In this case, it is "Closing date'', and hence all the records having closing dates this week will be taken into consideration as part of the contributing factors.
  
• Objective -  Select whether the increase in value should be considered as a positive or negative trend. For example, in this case, where the measure we have chosen is "Sum of Amount", you can select the increase in value to be positive, since an increase in value in this case would mean more revenue. Else, if we had another case, where the measure would have been "Sum of Lead Conversion Time", then an increase in value would mean the lead conversion consumed more time. In such a case, you can select the increase in value to be negative. 

Components of Zia Strategy Influencer

• Target Contributors
  
• Anomaly Finder
  
• Gap Analyzer
• Predictor
  
• Prescriptor

Target Contributors 

Anomaly Finder

Gap Analyzer 

Predictor

 

Notes :

• The predictor component identifies up to 4 top picklist/lookup fields out of which you can use a maximum of 2 picklist/lookup fields for your predictions.
  
• There can be a maximum of 15 values for each picklist/lookup field.
  
• If there are no picklist/lookup fields that contribute to the target, the predictor component will not be generated.

Prescriptor 

The prescriptor component combines predictive and descriptive analytics for a target. It covers three main areas: 

• what should be done each day to achieve a predicted target for a week/month/year

• what went wrong in the previous data
  

• what can be done to improvise in upcoming days if a daily target is missed.
  

Updating the Zia Strategy Influencer 

How is Zia Strategy Influencer different from Forecasts?

How is Zia Strategy Influencer different from Prediction Builder and Recommendation?

Feature Requirements

• You need a minimum of 5000 records spread across at least one year in your organization for Zia to assess your goals.
  
• This feature is available only for customer accounts in Enterprise and Ultimate edition accounts with more than 20 users.
  
• Only users with an Administrator profile can access this feature.
  
• This feature is available only for English language users. The super admin and other admin users need to be English users.