VOGSY AI Analysis

VOGSY AI Analysis gives you ready-made, AI-generated insights into your Customers, projects and opportunities — so you can see at a glance how an account, project or deal is doing, without digging through the data yourself.

VOGSY prepares these summaries for you automatically and refreshes them regularly. When you open an organization, project or opportunity, the analysis is simply there, up to date and ready to read.

Each analysis is built around a defined prompt, so the results are consistent and comparable. The AI bases its conclusions strictly on the available data and avoids guessing — if something can't be determined from the data, it won't be invented. The checks themselves are fully configurable in the back office, so you can shape each analysis around your own organization and way of working (see Tailoring the analyses to your organization).

VOGSY produces four types of analysis, each answering a different question. Below, each one explains what it looks at and what you'll see.

Project analysis

"How healthy is this specific project?"

Based purely on the project's own data in VOGSY.

What it looks at

• Triangulation — it compares schedule %, budget % and completion % against each other and flags alarming mismatches (for example, 80% of budget used while only 20% is complete).

• Financial hygiene — it checks for overdue invoices and whether the project's actual, calculated and forecasted margins are aligned.

What you'll see

• Health verdict: healthy, at risk or critical

• Analysis highlights — 3–5 keywords so you grasp the themes instantly (e.g. "stable delivery, overdue invoice, margin slipping")

• Executive summary — a 2–3 sentence objective status

• Key risks — specific data points that indicate trouble, if any

Organization — Internal analysis

"How is our engagement with this account actually doing?"

A factual picture of our ongoing activities with the client — sales, delivery and billing. It summarizes the status of our work with them; it does not try to judge the health of the client's own business (that's what the external analysis is for). It draws entirely on your VOGSY data.

What it looks at

• Pipeline status (opportunities) — are we winning new work, and what's the volume and status of high-value deals?

• Project delivery (projects) — are active projects on schedule and within budget, and are any stalled based on Last Action dates?

• Payment status (invoices) — the ratio of paid vs. overdue invoices, and any significant overdue amounts to chase.

• Account synthesis — it ties these three together into one footprint view (e.g. "strong pipeline, but current projects are delayed").

What you'll see

• Engagement status: on track, needs attention or at risk

• Analysis highlights — 3–5 keywords (e.g. "overdue invoices, major deal won, stable delivery")

• Engagement analysis — a short narrative of how sales, projects and billing are progressing

• Key metrics — pipeline status (growing / stagnant / declining), project delivery (on track / delayed / stalled), payment status (up to date / overdue)

• Actionable alerts — specific items needing immediate follow-up

Organization — External analysis

"What's happening around this organization in the wider market?"

Looks outward, using a web search for recent business signals from the last 30 days, interpreted specifically in terms of what they mean for our relationship: where can we grow the account, and what could put it at risk?

What it looks at (signals from the past month)

• Mergers, acquisitions & divestitures — a chance to scale our services, or a risk of vendor consolidation

• Leadership changes — especially C-level or procurement: new decision-makers to pitch to, or the loss of an internal champion

• Workforce & operations — team expansions (more licenses/services needed) or layoffs (possible budget cuts)

• Financial health — new funding (budget for upsell) or cost-cutting programs (threat to renewal)

What you'll see

• Analysis highlights — 3–5 keywords (e.g. "new funding secured, cfo replaced, european expansion")

• Commercial outlook — a one-sentence verdict weighing the opportunities against the risks

• Opportunities (upsell & cross-sell) — confirmed events from the past month, each with a note on how to act on it, including source links

• Threats (relationship disruption) — confirmed events that could affect our revenue, contract or relationship, including source links

• Sources — a clickable list showing where each insight came from

Opportunity analysis

"Is this deal progressing or stalling?"

A sales-readiness report for a single opportunity. It combines the CRM metrics with the unstructured content around the deal — comments, notes and emails — to judge momentum and sentiment.

What it looks at

• Velocity & momentum — compares the created date with the expected close date, and watches the Last Action date: more than 14 days quiet is a momentum risk, more than 30 days is flagged as stagnant / high risk needing immediate attention.

• Sentiment & engagement — reads the tone in comments, notes and emails (positive, hesitant or silent), spots "ghosting" patterns, and picks up blockers mentioned in notes (e.g. "budget cuts", "waiting for legal", "competitor mentioned").

• Resource alignment — whether the estimated effort/budget matches the deal value, and whether resources are assigned for scoping.

• Pipeline hygiene — whether the probability % fits the sales stage and the weighted value is realistic given the latest activity.

What you'll see

• Win probability verdict: high, medium, low, at risk or stagnant

• Analysis highlights — 3–5 keywords (e.g. "30+ days stagnant, positive sentiment, budget confirmed")

• Sales summary — a 2–3 sentence overview that factors in the notes and emails

• Hygiene & communication alerts — missing data, stagnation flags, and concerns raised in the unstructured data

Opportunity insights also feed into the Organization Internal analysis, so deals — including those for organizations that aren't customers yet — are reflected at the account level.

Each analysis draws on a different source:

Project — your VOGSY data for that one project: schedule, budget & margin, completion, invoicing.

Organization — Internal — your VOGSY data across the account: opportunities, projects, invoices, and last-activity signals.

Organization — External — public market information from the past 30 days: M&A, leadership changes, workforce/operations, financial health.

Opportunity — your VOGSY data plus unstructured content (comments, notes, emails) for that deal.

The internal analyses (Project, Organization Internal and Opportunity) only use information that already lives in your own VOGSY environment. Your internal data is not sent out to build the external market view — the external analysis works the other way around, bringing public information in.

You don't need to request an analysis — VOGSY generates them for you on a regular schedule, so the summary you see reflects recent activity.

A few things that are handy to know:

• Finished work stops updating. Once an opportunity is marked Won or Lost, or a project is closed, VOGSY stops generating new analysis for it. The last summary stays visible for reference, but it won't keep refreshing.

• You decide what's included. Organizations and projects can be selected or de-selected for AI analysis, so you only generate insights for the records that matter to you.

• You can tailor it per account. On top of VOGSY's standard analysis, an account-specific instruction can be added so the summaries focus on what's most relevant for that particular organization — its strategic goals, the angle you care about, or specific things you want highlighted.

Each of the four analyses — Project, Organization Internal, Organization External and Opportunity — is driven by its own instruction (prompt) that defines exactly what the analysis checks, how it weighs the data, and how the result is structured.

These four instructions are maintained in the back office, so they aren't fixed: an administrator can adjust each one to fit your own organization and operation. That means you can fully tailor, for example:

• What gets checked — add, change or remove the checks an analysis performs (e.g. your own thresholds for "stagnant", the margin types you track, or the deal stages you care about).

• How results are phrased — match the tone, terminology and structure to your internal reporting standards.

• What gets emphasized — steer each analysis toward the signals that matter most for your business and the way your teams work.

This gives you two complementary levels of customization:

1. The standard analysis prompts (back office) — the four instructions that apply to all analyses of that type across your environment. Edit these to set your house style and standard logic.

2. Account-specific instructions — an extra instruction added per customer, which builds on top of the standard prompt to fine-tune the output for an individual account (for example, steering the External analysis toward a specific competitor, region or theme).

Together, these let you take VOGSY's out-of-the-box analyses and shape them into insights that speak your organization's language and reflect how you actually run your operation.

AI Analysis is switched on in the back office, and it sits on top of VOGSY's main AI switch.

1. Make sure AI is enabled for VOGSY. First, AI must be turned on for your environment:

   Back office → General settings → Enable VOGSY AI and AI suggestions

   This is the master switch for AI in VOGSY. When it's on, the AI icon appears in the VOGSY header and AI features become available. When it's off, AI is hidden throughout VOGSY.

2. Enable AI Analysis. Once AI is on, a separate setting becomes available:

   Back office → General settings → Enable VOGSY AI analysis

   Switch this on to start generating the Project, Organization Internal, Organization External and Opportunity analyses.

• VOGSY automatically prepares AI summaries for your Customers, projects and opportunities.

• Each analysis runs a defined prompt and gives you a clear verdict, a few highlight keywords, a short summary, and a list of alerts or risks.

• The instructions behind all four analyses are maintained in the back office, so they can be fully tailored to your own organization and operation — with optional account-specific fine-tuning on top.

• Internal analyses (project, organization and opportunity) are based on your own VOGSY data; the external analysis adds public market context from the last 30 days.

• Summaries refresh on a schedule and stop once work is won, lost or closed.

• Enable it under General settings → Enable VOGSY AI analysis, which becomes available once Enable VOGSY AI chat and AI suggestions is turned on.