Every follow-up question means another report, and the chart stops before the records you need.
Flip the switch to see it with Wave AI.
New report per questionStops at the chartFix in another tab
One askClick into the rowsFix where you find it
From question to saved record
Your question goes to the model you pick. The plan comes back and everything else happens inside your org.
What is Wave AI
One AI surface for everything in your org.
Ask for "open cases by status." Wave AI builds the dashboard on your live Case records. Click New, and the 644 cases behind it open in a grid you can work right there.
matrixCustomer demand planmatrixDemand schedulegridProduct family checkdashboardDemand against supplymatrixInstalls by quarterdashboardSupply chain pulsematrixInventory by weekgridLate order lines
03 · What you uncover
✦Where is customer demand running ahead of our sales agreements?
You findAccounts ordering above plan, and the product families heading for late lines.
You decideReset the demand plan and flag supply before orders slip.
04 · See it live in Wave AI
✦Build the customer demand plan matrix from the Customer Demand Plan playbook: monthly for the next twelve months, rows by part and customer project, the thirteen demand measures in their order, inputs editable and every derived row read-only..Build this in my org →
Reads your objects
Plans the matrix
Builds it in Salesforce
Ready to use
matrixCustomer demand plan
01 · Your data model
Retail StoreVisitTaskProductCase
02 · Ready-made views
dashboardRetail executiongridVisit plannergridIn-store tasksgridStore directorygridStore complaintsgridLoyalty members
03 · What you uncover
✦Which stores have open complaints and no visit in 30 days?
You findStores drifting off the visit plan while issues pile up.
You decideSend reps to the stores that need them this week.
dashboardAgency pulsegridRenewal deskgridClaims work queuegridPast due & lapse watchgridQuote to bindgridBook by policyholdergridCoverage expiringmatrixRenewals by producer
03 · What you uncover
✦Which renewals are due in 60 days on policies with open claims?
You findThe policyholders most likely to lapse, by producer.
You decidePrioritize the renewal desk and brief producers early.
Appeal responsesCasegrid · Who was asked, who responded
Basket margin driftForecastgrid · Quoted vs recalculated, per SKU per deal
Distributor inventoryProductgrid · This week, worst cover first, anomalies red
Drift by SKU, by monthForecastmatrix · One row per deal x SKU, one number per month
Accrual by cohort monthForecastmatrix · Per distributor x SKU, last 9 months
Inventory by weekProductmatrix · Per distributor x SKU, last 8 weeks
Design win dashboardDashboarddashboard · One screen, every number
Program forecast pulseDashboarddashboard · Units by month, program and chip
Design pipelineOpportunitygrid · Open designs, no ramp date marked
Component triageProductgrid · Parts by match status, gaps in red
Market signalsDashboardgrid · Analyst calls, declines in red
Program forecastForecastmatrix · Units by month per design
Chip forecastForecastmatrix · Units by month per line item
Demand against supplyForecastdashboard · Forecast, coverage, factories, one screen
Don’t start from a blank page.
Pick a starting point like Deal prep, Quarter-end cleanup or a forecast by owner. Wave AI builds it on the Salesforce objects you already use, from a single prompt.
Runs inside Salesforce. Follows every rule you set.
Wave AI works as the signed-in user, so everything below applies to every prompt.
Field-level securityObject permissions (CRUD)Sharing rulesRole hierarchyProfiles and permission setsValidation rules on saveAudit fieldsYour choice of model
Roadmap
Grids are live today. Help us build what ships next.
Beta members try every new piece first and vote on the order it lands.
GridsLive in the beta
Ask in plain English. Wave AI plans it, builds it, and your team edits many rows at once.
In testingTesting and review, rolling out to beta membersAlready used by our own teams
Dashboards
Charts that click through to the records behind every number.
Matrices
Forecast and demand plans across months, products and accounts.
MCP and connectors
Wave AI screens inside the AI tools your team already uses.
Data interactions with chat
Ask follow-up questions about the records on screen and get answers in the chat, without building a new view.
Which of these accounts dropped the most this quarter?
3 accounts are down more than 20%. Opening them in a grid.
Who owns them, and when did we last reach out?
Two sit with the West team. None had activity in the last 30 days.
Coming nextPlannedIn this order
01All grid features
02Planning
03AI publishing
04Templates: Wave Apps and Workspaces
05Recommendations
06Feature AI, and more
Plugs into more systems
AgentforcePlanned
Wave AI actions your agents can call: plan, then build a grid, matrix or dashboard
Claude, ChatGPT and other assistantsIn testing
Wave AI inside the AI tools your team already uses, through MCP
Switch-over importsPlanned
Bring your work across from the tools you use today
now+
More systems and integrationsPlanned
Connect ServiceNow, Microsoft Dynamics CRM, SAP, HubSpot and more, so one prompt can work across the systems your teams use.
Wave AI
