Portfolio planning is an AI‑first capability in Sales Research Agent that turns CRM data, lakehouse signals (such as budgets, targets, usage, billing, and adoption), and web context into a continuously updated plan across accounts, territories, segments, and partners.

What’s new

You can run scenario‑driven planning for the most common field workflows:

Account executive overview to understand the current state across accounts.
Deal rescue to identify and unblock stalled opportunities.
Renewal risk and expansion to protect revenue first, then grow.
Territory patch rebalancing to decide where to prioritize or deprioritize.
Segment and industry performance to determine where to invest.

Plans refresh automatically as signals change, so they stay current instead of aging out after QBRs or annual planning.

You also get explainable recommendations showing the drivers behind prioritization and actions (the “why this” behind every recommendation).

How it works

Portfolio Planning combines three classes of signals to maintain an always‑current decision view:

Intent signals (CRM): Pipeline, activities, stage history
Reality signals (OneLake): Budgets, targets, usage trends, billing, cost‑to‑value indicators
Context signals (web and internal): Organizational changes, strategic priorities, competitive moves, macro events

The agent synthesizes these signals into a clear decision flow:

What changed: Signals and anomalies
So what: Impact on pipeline, renewals, budgets, and targets
Now what: Actionable recommendations