Zia evaluates: the deal’s stage and how long it has been there relative to typical deal velocity, the volume and recency of activities (calls, emails, meetings) on the deal, email open and response patterns, comparison to similar historical deals that were won or lost, and changes in field values (such as probability drops or amount reductions). Deals showing negative signals are flagged as “At Risk”.
Zia Deal Predictions are particularly useful in forecast reviews. A deal categorised as “Commit” by the rep but flagged as “At Risk” by Zia is a signal for the manager to investigate before including it in the committed forecast. This reduces forecast error caused by overly optimistic rep categorisations.
Zia Deal Prediction is an AI-generated win or loss forecast for each open deal. It analyses activity patterns, stage velocity, engagement signals, and historical deal data to predict deal outcomes and flag at-risk deals before they are formally lost.
Accuracy improves with more historical data. Zia’s predictions are most reliable when the CRM has 300+ closed deals (won and lost). For newer CRM implementations with limited history, the predictions may be less precise, but they improve as more deal outcomes are recorded.
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