Insights Add-On

Go further with Ascent Cloud Insights

Turn your sales data into smarter decisions with AI and advanced analytics. Now available across our entire product suite — Territory Planner, Geopointe, and LevelEleven.

Stop guessing which territory changes actually improved performance.
  • See what drives results
    Understand performance across territories
  • Spot risk early
    Identify gaps before performance drops
  • Act with confidence
    Make faster, data-backed decisions
What's Included

AI capabilities across the full product suite

Territory Planner
territory planner

Thematic Maps

Spot trends, compare regions, and identify planning opportunities more easily.

Territory Planner
territory planner

Generative AI Model Comparisons

Evaluate planning scenarios faster and communicate model differences clearly to stakeholders.

Territory Planner
territory planner

Territory Analytics

Understand territory conditions, uncover opportunities, and support more informed alignment decisions.

Territory Planner
Geopointe

Thematic Maps

Identify geographic patterns, compare market performance, and uncover areas of opportunity.

Territory Planner
Geopointe

Route Recommendations

Help field teams prioritize strategic stops and make more effective use of their time on the road.

Territory Planner
Geopointe

Map Recommendations

Field teams can prioritize strategic stops and make more effective use of their time on the road.

Territory Planner
LevelEleven

Custom Manager View

Give managers a focused view of the metrics and performance information most relevant to their responsibilities.

Territory Planner
LevelEleven

Conversion Insights

Help leaders understand which activities influence results and develop more informed performance strategies.

Territory Planner
LevelEleven

Scorecard Trends

Identify emerging patterns, performance gaps, and coaching opportunities earlier.

Agentforce Actions for Geopointe

These new actions are designed to help sales and revenue teams move faster, work smarter, and maximize the power of geolocation in Salesforce.

Agentforce Actions for LevelEleven

Agentforce Actions for LevelEleven empower sales and revenue teams to streamline recognition and achievement to help reinforce key behaviors that drive results.

FAQs

Questions? Answers.

Your most frequently asked questions, all in one place.
If you don’t see what you need, book a call here.

What is Insights by Ascent Cloud?

Insights is an advanced analytics and AI-driven intelligence layer integrated into the Ascent Cloud suite. It enhances decision-making across three primary solutions: Geopointe (location-driven intelligence), LevelEleven (performance management), and Territory Planner (territory design and optimization).

How does Insights use AI? 

Insights leverages AI through Agentforce integrations. In Geopointe, users can run natural-language location queries and automate field actions. In LevelEleven, AI assists managers with coaching insights, while Territory Planner uses generative AI to compare scenario models and export detailed difference reports.

Does data have to be in Salesforce to use it in Insights?

No! The Ascent Cloud Platform features an Integration Engine that syncs third-party data directly into your workflows. Supported connections include major data repositories such as Snowflake, Databricks, SQL Server, and MySQL.

Looking for something else? info@ascentcloud.io

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