AI Insights
AI Insights automatically analyzes your CRM and location data to generate intelligent recommendations, monitor key performance indicators (KPIs), detect business trends, and identify potential risks. It presents actionable insights that…
Last updated August 13, 2026
Overview
AI Insights automatically analyzes your CRM and location data to generate intelligent recommendations, monitor key performance indicators (KPIs), detect business trends, and identify potential risks. It presents actionable insights that help organizations improve performance and make informed business decisions.
AI continuously evaluates your business data and highlights recommendations, KPI performance, high-severity issues, and threshold alerts within a single dashboard.
Why it matters
Monitoring business performance manually can cause important trends and issues to be missed. AI Insights automatically evaluates your data, identifies areas that require attention, and provides recommendations that help improve sales, operations, and overall business performance.
This enables organizations to take proactive actions instead of reacting after problems occur.
When to use
Use AI Insights when you need to monitor KPIs, track business performance, identify trends, detect critical issues, review AI recommendations, and evaluate progress toward business goals.
Prerequisites
- An active DotlyMaps organization and workspace
- AI Insights enabled
- Connected CRM data source
- Appropriate role permissions
- Synced CRM and business data
Step-by-step guide
Open AI Insights from the Intelligence & Insights section.
Select the required date range and data source.
Review the dashboard summary, including AI recommendations, KPI recommendations, high-severity issues, and threshold alerts.
Open individual recommendations to review the AI analysis, performance metrics, and suggested actions.
Use the recommendations to improve KPIs, resolve issues, and monitor business performance.
Example
The Lead Conversion Rate falls below its target. AI Insights automatically detects the issue, marks it as a critical priority, explains the KPI impact, and recommends reviewing the sales pipeline and improving lead-handling processes to increase conversions.
Best practices
Review AI Insights regularly.
Prioritize high-severity recommendations first.
Monitor KPI trends over time.
Act on AI recommendations promptly.
Refresh insights after CRM synchronization.
Troubleshooting
If AI Insights are missing or inaccurate, verify CRM synchronization, review KPI configurations, ensure sufficient historical data is available, and refresh the insights. Contact support if the issue continues.
FAQ
How are AI Insights generated?
AI analyzes CRM data, KPIs, historical performance, and business goals to generate recommendations and identify trends.
What are Threshold Alerts?
Threshold Alerts notify users when a KPI exceeds or falls below predefined targets, helping teams respond quickly.
Can AI Insights recommend actions?
Yes. Each insight includes AI-generated recommendations with suggested actions to improve business performance.