Kicksights

No-auth sample · First 30 Minutes Brief

See the path before you change Salesforce.

Start with a real sample finding. Inspect the source, freshness, missing context, and next safe action before Kicksights asks to connect an org.

Inspect the sample finding

Acme Manufacturing · deterministic sample org

First 30 Minutes Brief

Sample evidence
High sample risk

Quote approval can bypass the intended discount gate

A legacy approval branch can route high-discount quotes around the current approval model. Confirm ownership before the team changes CPQ or contract flow.

Freshness
12 days
sample baseline
Scope
3 affected paths
Revenue operations
Confidence
Inferred
not verified end to end
Quote approval can bypass the intended discount gateA deterministic sample evidence path from the org baseline through three evidence sources to the finding and its next action.Baselinesample orgFlowPermissionsEvidenceDiscount gateHigh sample riskPlannernext action
  1. Baseline
  2. Flow
  3. Permissions
  4. Discount gate
  5. Planner
Evidence attached
  • Quote_Discount_Exception_Flow and Contract_Approval_Router reference the same approval field.
  • Two permission-set groups can edit discount overrides without the current manager approval step.
  • Related price-book rules changed 12 days ago; the legacy branch was last modified 143 days ago.
Affected paths
  • Quote approval
  • Contract approval
  • Pricing exception
Missing context
  • Whether finance still owns the manual exception path
  • Whether sandbox CPQ rules match production
Next safe action

Confirm the owner, pause discount-gate changes, then send this path to Planner for a phased cleanup.

Planner packet

Choose the job after you inspect the evidence.

Turn the first risk into a cleanup decision.Generate the same brief shape from your org, then choose what to fix, defer, or send to Planner.
Bring the first risk path into kickoff.Generate the same brief shape for a client org, then test scope assumptions and owner questions.
Open the guided start path

Salesforce OAuth starts only after you choose a path. Kicksights builds a private baseline; this sample never reads your org.

From finding to follow-through

One path becomes a controlled action.

Scroll through the same evidence chain. The motion explains what changes at each step; it does not hide any part of the readout.

Quote approval can bypass the intended discount gateA deterministic sample evidence path from the org baseline through three evidence sources to the finding and its next action.Baselinesample orgFlowPermissionsEvidenceDiscount gateHigh sample riskPlannernext action
  1. Baseline
  2. Flow
  3. Permissions
  4. Discount gate
  5. Planner
  1. 01

    Build a private baseline

    Metadata, automation, access, and integrations become one reviewable org snapshot.

    The sample starts with 2,418 metadata references.
  2. 02

    Resolve the first risk path

    Kicksights connects the finding to the metadata that creates the risk.

    The discount gate crosses Flow, permissions, and price-book rules.
  3. 03

    Attach the evidence

    The source stays beside the recommendation so the team can challenge it.

    Every sample claim points to a named source or relationship.
  4. 04

    Show trust context

    Freshness, affected paths, confidence, and missing context narrow the decision.

    This sample is 12 days fresh and still needs two owner answers.
  5. 05

    Choose the next safe action

    Move the finding into Planner, the work queue, monitoring, or a kickoff packet.

    This sample ends in a Planner-ready phased cleanup.

The same finding, carried forward

Carry the evidence into the next decision.

Connect Salesforce, build the private baseline, review the first path, and move the finding into the workflow that owns the next decision.

Private baselineDiscount approvalPlanner packet
For adminsChoose the first fix, defer it with evidence, or send it to Planner.
For consultanciesTurn the path into kickoff questions, scope guardrails, and a delivery handoff.
Review this finding on Start
  • Private baseline
  • Evidence stays attached
  • No Salesforce write from this step