Account planning guide (preview)

[This article is prerelease documentation and is subject to change.]

Use the account planning guide in Project "Sophia" to help generate account plans and meet your revenue goals.

Note

Data strengths indicator is a useful tool for gaining insight into data and improving outcomes. Its purpose is to assist users who are unsure where to begin by providing guidance on which data to use for optimal results. The data indicator shouldn't be viewed as the sole source of data or the only data that should be provided.

1. Go to https://projectsophia.microsoft.com.

2. From the Home screen, select Guides > Account planning.

3. To get relevant results, select Domains located at the top right and choose a specific domain.

4. Select Add data and then select one of the following options:

   • Connect to data from Dataverse, or Dynamics 365 Sales
   • Upload files

   Important

   You need to have an account with the data source to establish a connection to it. For more information, go to Connect to your data.

5. When your data loads, select Generate.

Project "Sophia" generates a tailored account plan based on your data. You can upload or connect to more data and refine your account plan or continue exploring your data.