This page helps you keep working with the official sample data through three common types of analysis: finding priorities, finding problems, and writing summaries.

Before you begin

Make sure Lovrabet CLI is connected in WorkBuddy and selected when you create a task. The sample data is for trial purposes only — nothing is written to or changed in any business records.

First, see what the data can answer

请先查看 Lovrabet 官方示例CRM Demo中的可用的客户与销售数据，告诉我这些数据可以帮助我回答哪些业务问题。请用不超过 5 条说明。

If the answer mentions customers, sales, deals, conversion, or follow-ups, you're ready to continue.

Find the customers to prioritize

请使用 Lovrabet 官方示例CRM Demo中的客户与销售数据，找出目前最值得优先跟进的 5 位客户。请说明原因，并给出下一步跟进建议。

Check whether the answer covers all three parts: who the customers are, why they come first, and what to do next. If you get a list without reasons, keep asking.

请使用 Lovrabet 官方示例CRM Demo中的数据，请把前两位客户的建议拆成今天可以完成的 3 个动作，并说明每个动作希望达成什么结果。

Find problems in the sales process

请使用 Lovrabet 官方示例CRM Demo中的数据，比较各销售人员的成交和转化表现，指出当前最需要关注的 3 个问题。请用简短表格展示，并给出管理者可以立刻采取的行动。

This step shows whether Lovrabet can turn data differences into business judgment rather than just listing numbers.

Generate a readable business summary

请使用 Lovrabet 官方示例CRM Demo中的数据，总结当前销售进展、主要风险和下一步重点。请按「进展、风险、建议」三个部分输出，每部分不超过 3 条。

To make the summary fit your context better, append "for the sales lead" or "for the weekly meeting report" at the end.

What to do after the tour

To manage your own data the same way:

<bookmark name="From a one-off analysis to ongoing management" href="/en/cli/lovrabet/workbuddy/daily-management"></bookmark>

If you are a technical user with your own database, here's how to get started:

<bookmark name="First database connection and full analysis" href="/en/guide/database/connect/first-analysis"></bookmark>