Trend Detection
Trend Detection automatically analyzes historical CRM and location data to identify patterns, performance changes, and business trends over time. Using AI, it compares past and current data to highlight increasing or declining performance…
Last updated August 13, 2026
Overview
Trend Detection automatically analyzes historical CRM and location data to identify patterns, performance changes, and business trends over time. Using AI, it compares past and current data to highlight increasing or declining performance across sales, leads, territories, teams, and other business metrics.
Why it matters
Understanding business trends helps organizations make proactive decisions instead of reacting after performance changes occur. AI identifies patterns that may be difficult to detect manually, allowing teams to recognize opportunities, monitor progress, and adjust business strategies accordingly.
When to use
Use Trend Detection when you need to monitor performance over time, compare historical results, identify growth or decline, and evaluate business progress across different regions, teams, or KPIs.
Prerequisites
- An active DotlyMaps organization and workspace
- AI Insights enabled
- Connected CRM data source
- Historical business data available
- Appropriate role permissions
Step-by-step guide
Open AI Insights from the workspace navigation.
Select the required date range and data source.
Review the trends identified by AI for your selected KPIs, territories, or business metrics.
Analyze increasing or declining performance using the provided visualizations and summaries.
Use the detected trends to support business planning and future decision-making.
Example
AI detects that lead conversions have steadily increased over the last three months in one territory while declining in another, allowing managers to identify successful strategies and improve underperforming regions.
Best practices
Analyze trends over meaningful time periods.
Compare multiple business metrics together.
Review trends regularly.
Combine trend analysis with KPI monitoring.
Troubleshooting
If trends are unavailable, verify CRM synchronization, ensure sufficient historical data exists, and confirm the selected date range includes enough records.
FAQ
How are trends detected?
AI compares historical and current business data to identify patterns and performance changes.
Can trends be viewed for specific territories?
Yes. Trend Detection can analyze data based on selected territories, teams, branches, and other business contexts.