AI & Insightsbeginner3 min read

Recommendations

Recommendations use AI to analyze CRM data, business performance, KPIs, and historical trends to generate actionable suggestions that help improve organizational performance. Each recommendation includes AI analysis, business impact, and…

Last updated August 13, 2026

Overview

Recommendations use AI to analyze CRM data, business performance, KPIs, and historical trends to generate actionable suggestions that help improve organizational performance. Each recommendation includes AI analysis, business impact, and suggested actions to support informed decision-making.

Why it matters

Instead of only identifying problems, AI Recommendations provide practical guidance on how to improve performance. This helps organizations prioritize actions, optimize operations, and achieve business goals more efficiently.

When to use

Use Recommendations when reviewing business performance, monitoring KPIs, improving sales processes, optimizing territories, or planning future business strategies.

Prerequisites

  • An active DotlyMaps organization and workspace
  • AI Insights enabled
  • Connected CRM data source
  • Available KPI and business performance data
  • Appropriate role permissions

Step-by-step guide

  1. Open AI Insights.

  2. Review the list of AI-generated recommendations.

  3. Select a recommendation to view its analysis, impact, and priority.

  4. Review the suggested actions provided by AI.

  5. Apply the recommendations and monitor business improvements over time.

Example

AI recommends improving the Lead Conversion Rate after detecting a decline in sales performance. It suggests reviewing the sales pipeline, refining lead qualification, and providing additional sales training.

Best practices

  • Prioritize recommendations with the highest business impact.

  • Review recommendations regularly.

  • Monitor results after implementing AI suggestions.

  • Use recommendations alongside KPI tracking.

Troubleshooting

If recommendations are unavailable, verify CRM synchronization, ensure sufficient historical data exists, and refresh AI Insights to generate the latest analysis.

FAQ

How are recommendations generated?

AI analyzes CRM data, historical trends, KPIs, and business performance to generate intelligent recommendations.

Can recommendations change over time?

Yes. Recommendations are updated as new business data becomes available, ensuring they reflect current organizational performance.