What it does
Pega Sales Automation guides work through opportunity stages and shows suggested next actions with predictive information. Representatives can review a deal, change its stage and check updated likelihoods. The public site offers a demonstration for discussing the required sales processes.
In Pega Sales Automation '26, open Opportunities > Individual opportunities and inspect a deal's Next best actions. Expand the utility pane for Predictions before deciding how to progress the opportunity.
When the work is ready, Actions > Change stage opens the stage choice. Select the next stage, such as Proposal, and Submit. Revisit the predictions afterward; the walkthrough notes that a browser refresh may be needed. Its example percentages are illustrative and can differ from the displayed result.
What to bring to a demonstration
Describe the stages, information and decisions the sales team uses. That gives the discussion a concrete opportunity to follow from qualification to proposal, including the people responsible for each step.
Strengths
- Opportunity work exposes suggested next actions and predictions
- Representatives can explicitly move an opportunity to its next stage
Best for
- Sales teams using guided opportunity stages alongside predictive context
Sources
- Pega Sales Automation official product and access information (Oct 27, 2026)
- Pega Sales Automation 26 opportunity qualification (Oct 27, 2026)