Contents of the AI Generated Client Smart Summaries Preview

The client Smart Summaries preview highlights important client information, including recent activities, top pursuit projects, active projects, completed projects, and key performance indicators (KPIs).

Contents

Use the tool to rapidly build Smart Summary briefings using AI-generated technology and your data. For example, you can create briefings that summarize data for your clients or projects. For more information, see Using the Smart Summaries Tool.

Disclaimer: Each Smart Summary briefing is generated by an artificial intelligence tool using your Vantagepoint data exclusively. This tool is provided subject to the terms of your Vantagepoint licensing agreement governing the use of Smart Summaries. Deltek does not represent, warrant, or independently verify briefing accuracy. You are strongly encouraged to independently review and verify the accuracy of each Smart Summary briefing that you generate.

Each client Smart Summary preview contains up to five sections that provide information about the client firm and its KPIs.

To save the briefing, click the Copy to the Clipboard button. All generated Smart Summary briefings are stored in Vantagepoint for 30 minutes. Each summary section's responses are stored separately to enable you to regenerate a section if it contains an error.

Client Smart Summary Section Heading	Section Description and Data
Executive Summary	This section provides a high-level overview of the client firm. This section always displays. The following information is included: Firm Name Market Description Website Aliases Owner Status
Recent Activities	This section displays only if you have CRM enabled. This section displays the five most recent activities by Start Date, with the exception of Private Activities. The following information is reviewed by AI for each activity: Start Date Subject Type Notes Attendees List of Contact Attendees: This is separated by a delimiter with a label of Client Contact Name. Client Firm Name Project Long Name Marketing Campaign Name
Current Pursuits Metrics for Active Pursuit Projects Metrics for Prior Pursuit Projects Top 5 Pursuit Projects	This section displays only if you have either CRM or Resource Planning enabled. This section includes the metrics for Active Pursuit Projects where this client is the primary client. This section also includes the Prior Pursuits metrics and the top five pursuits metrics. If you use multiple currencies in Vantagepoint, the Estimated Fee is translated to the functional currency for the active company. The currency calculation is the same as that used for a presentation currency on a dashboard or in a report. Metrics for Active Pursuit Projects: Total Estimated Fee Average Days Open Number of Pursuit Projects Prior Pursuit Projects Metrics: Capture Rate: This metric is the percentage of projects won for all projects won or lost by estimated fee. This is for all projects where this firm is the primary client. Win Rate: This metric is the percentage of projects won for all projects won or lost by project count. This is for all projects where this firm is the primary client. Top 5 Pursuits Projects Your top five active pursuit projects are summarized by AI. The following project information is reviewed for the summary: Number Long Name Stage Organization Primary Client Name Primary Contact Name Project Manager Name Principal Name Supervisor Name Top 5 Pursuit Projects Project Currency Code Estimated Fee Probability Weighted Fee City State/Province Country Marketing Coordinator Name Business Development Lead Name Marketing Manager Name Total Promotional Cost: Total cost from the associated promotional project.
Active Awarded Projects Metrics for Active Awarded Projects Top 5 Awarded Projects	This section always displays regardless of which modules are activated. This section displays metrics for all active awarded projects where this firm is the primary client. If you use multiple currencies, amounts are in the functional currency for the active company for which you are logged in. The currency calculation should work the same as when you use presentation currency on a dashboard or report. Metrics for Active Awarded Projects Amounts are in the functional currency for the company for which you are logged in. The currency calculation works the same as when you use presentation currency on a dashboard or report. The following information is included: Current Total Backlog: Displayed only if Accounting/PSA is enabled. Current AR: Displayed only if Accounting/PSA is enabled. Profitability: Displayed only if Accounting/PSA is enabled. Average CV (Contract Value) per Projects: Displayed only if Accounting/PSA is enabled. # of Active Awarded Projects Total Estimated Fee: Displayed only if CRM is enabled without Accounting/PSA. Average Estimated Fee: Displayed only if CRM is enabled without Accounting/PSA. Top 5 Awarded Projects This section lists the top five active, regular projects where this firm is the primary client by compensation or estimated fee. If you use multiple currencies, amounts are in the functional currency for the active company. The following information is included: Number Long Name Organization Stage Primary Client Name Primary Contact Name Project Manager Name Principal Name Supervisor Name Project Currency Code City State Country Total Promotional Cost: Displayed only if Accounting/PSA is enabled. Total Compensation: Displayed only if Accounting/PSA is enabled. Total Revenue: Displayed only if Accounting/PSA is enabled. Total Backlog: Displayed only if Accounting/PSA is enabled.
Top Completed Projects Metrics for Completed Projects Top 5 Completed Projects	This section always displays regardless of which modules are activated. Use this section to view metrics for all inactive or dormant awarded projects where this firm is the primary client. If you use multiple currencies, amounts are in the functional currency for the active company for which you are logged in. The currency calculation works the same as when you use presentation currency on a dashboard or report. Metrics for Completed Projects Profitability: Displayed only if Accounting is enabled. Total CV (Contract Value) for All Projects: Displayed only if Accounting/PSA is enabled. Average CV (Contract Value) per Project: Displayed only if Accounting/PSA is enabled. # of Completed Awarded Projects Total Estimated Fee: Displayed only if CRM is enabled without Accounting/PSA. Average Estimated Fee: Displayed only if CRM is enabled without Accounting/PSA. Top 5 Completed Projects This section lists the top five inactive and dormant regular projects by compensation or estimated fee. If you use multiple currencies, amounts are in the functional currency for the company for which you are logged in. This is for all projects where this firm is the primary client. The following information is included for each project: Number Long Name Stage Organization Primary Client Name Primary Contact Name Project Manager Name Principal Name Supervisor Name Project] Currency Code City State Country Total Promotional Cost: Displayed only if Accounting/PSA is enabled. Total Compensation: Displayed only if Accounting/PSA is enabled.