Cross-Sell Opportunities

Sales teams can review cross-sell suggestions during an account review, before deciding whether to discuss another product with a customer. Each suggestion compares recorded purchases with similar buyers. It is a starting point for a conversation, not a customer request or a confirmed opportunity.

Before you start

• Access: You need Sales access. The entity setting Enable Ops Engine: Generate Daily Pulse, Ops Center & Business Momentum must be on under Setup > Feature Settings > AI Agent.
• Where: Select the entity, then open OpsEngine > Insights > Cross-Sell Opportunities. The page heading is Cross-Sell Revenue Opportunities.

Review a suggestion

1. Check the Data from date above the list. prior snapshot means the figures come from an earlier available snapshot.
2. Enter a customer or product search, or select a channel from All channels.
3. Select Search to apply the filters. Use Reset to restore the full list.
4. Compare Recommended Product, Why, Channel, Estimated Value, and Confidence. The page shows at most 50 suggestions, each with an estimated annual value of at least $1,000.
5. Select See Analysis.
6. Check Last anchor purchase in the detail table and Similar buyers in the Opportunity box. Read the AI Analysis panel. A Sales Order Channels excluded notice appears only when channels are excluded.
7. Check whether the product fits the customer's needs, availability, and agreed terms.
8. Confirm that the Cross-Sell Opportunity page shows the customer and recommended product.

The suggestion list suppresses a product already on an open sales order, including Ready, Empty, or Partially Shipped orders. It also suppresses a product on a current quote that is not won or lost and remains valid through a date no earlier than 30 days ago. The estimate does not confirm compatibility, customer interest, margin, or available stock.

Discuss a useful suggestion with the account owner. Record the customer, product, and reason if they decide to follow up with a note, opportunity, or quote. For that next step, see Sales Opportunities.

If you don't see what you expect

• No matching suggestions: Clear the search and channel filter. New or sparse purchase history may not produce a suggestion.
• Older figures: Check the Data from date. The page may show a prior snapshot until a newer one is available.
• Page unavailable: If you see Pulse must be enabled before Insights can be viewed., ask an administrator to check the entity's AI Agent setting.
• Cross-Sell Opportunities is missing from the menu: Ask an administrator to check your Sales access and the entity setting.