Recommendations
Advisory.
From analysis to action plan.
The Advisory Engine reads what Insights surfaced and what Governance flagged, then proposes prioritized moves — each with quantified impact, timeframe, success metrics, and a step-by-step plan ready to promote into a tracked Action Item.
Acme Corp — schedule QBR before April 30
CriticalUsage −34% QoQ, NPS dropped from 8 → 6, CSM has been unanswered for 14 days. Renewal in 47d. Two competitors active in the account based on inbound web visits.
- Pull last 90d usage + ticket history; brief the AE
- Schedule QBR with VP Eng + Finance; aim before April 30
- Prepare upgrade-tier value model (savings vs current spend)
- On call: confirm renewal terms and any concession ceiling
Globex — extend payment terms, escalate to CRO
HighTwo slipped invoices last 60d, support ticket volume +60%. Decision-maker change reported.
What ships in Advisory
Recommendations you can defend.
Quantified impact
ARR, dollars, units, hours — every recommendation declares the metric and direction it expects to move.
Priority + timeframe
Critical / high / medium / low. Days / weeks / quarter. Sortable, filterable, escalatable.
Step-by-step plan
Each recommendation comes with an executable plan — not a vague "consider improving X."
Evidence trail
Every claim links to the Insight that surfaced it and the Governance event that supports it.
Promote to Action Item
One click captures category, priority, due date, owner, and source provenance into a tracked task.
Built-in advisors
At-risk customers, deal prioritization, retention, supplier-spend, journal-entry review — and your own.
Scenario modeling
Toggle assumptions, see impact estimates flex. Pick a path to commit.
Confidence + range
Forecasts ship with a band, not just a point estimate. So you can size risk.
Cross-engine signal
Insights anomalies, Governance alerts, Actions outcomes all roll into Advisory's prioritization.