Asking Sales, Finance, and Materials Questions in TatvaAI

TatvaAI lets teams independently pull domain-specific insights. This article looks at how Sales, Finance, and Materials Management teams can use TatvaAI in their daily work.

Common Questions for Sales Teams

Sales teams track open orders, customer performance, and revenue trends daily. These questions can be asked directly:

• "How many open sales orders are there per plant?"
• "Top customers by total order value"
• "Show monthly sales revenue trend for this fiscal year compared to last year"
• "Which customers suddenly stopped ordering?"

TatvaAI answers these instantly with a chart and data table, helping sales managers prepare for meetings quickly.

Common Questions for Finance Teams

Finance and accounts receivable teams track cash flow and outstanding payments:

• "Show AR aging — open receivables by bucket (0-30, 31-60, 61-90, 90+)"
• "List open payments for customer X"
• "Show unapplied cash entries"
• "Which customers are over their credit limit?"

These questions save finance teams from building manual spreadsheet reports, since the data comes directly from the ERP in real time.

Common Questions for Materials Management Teams

Procurement and inventory teams manage vendor spend and stock levels:

• "What is the total vendor spend this quarter?"
• "Which materials have low coverage?"
• "What is the open PO value?"
• "What is the distinct vendor count?"

Materials dashboards show spend trends, stock value, and vendor counts in one place, making procurement decisions more data-driven.

Cross-Functional Insights

Sometimes a single question spans multiple domains — such as "which critical items are currently at risk across customers, vendors, inventory, and cash?" TatvaAI's Control Center feature does exactly this: it brings multiple domains into one unified view, with a recommended action for each critical item.

Best Practice: Ask Specific Questions

TatvaAI gives the best results when a question is specific — mentioning a time period, plant, or customer segment. A generic question like "how are sales doing?" produces a less precise answer than a specific one like "what is the open order value for plant 1000 in Q2?"

FAQ

Can each team only see its own domain's data?

Role-based access ensures teams see data relevant to them.

What can the Materials team ask?

Vendor spend, stock value, and open PO value, among others.

How can Finance view AR aging?

By asking a bucket-wise question (0-30, 31-60, etc.), AR aging appears instantly.

What should I use for cross-domain insights?

The Control Center feature brings multiple domains into one view.

How specific should questions be?

Specific — include a time period, plant, or customer detail for best results.