---
sourceDocument: Xanadu Sales Customer Relationship Management
sourceDocumentLink: https://servicenow-prod.fluidtopics.net/r/xanadu/order-management

 Release :

    - xanadu

ft:locale :

    - en-US

ft:publication_title :

    - Xanadu Sales Customer Relationship Management

ft:clusterId :

    - omgmt

bundleId :

    - omgmt

workflow :

    - Customer and Industry


---

# Configuring needs analysis

# Configuring needs analysis {#ariaid-title1}

* Release version: Xanadu
* 
* Updated August 1, 2024
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read

As a product catalog administrator, you can create needs templates, which are questionnaires that agents use to find product offers to add to a lead or opportunity. Questionnaires function as product selection guides. When
agents complete a questionnaire based on customer input, they get product recommendations that they can add to a lead or opportunity.

## Overview of needs analysis {#configuring-needs-analysis__section_bnz_rbh_c1c}

When agents create a lead in the Lead Management application or an opportunity in the Opportunity Management application, a product selection guide is displayed in the product catalog. The product selection guide lists the needs templates that agents can choose to get product offer
recommendations.  
Figure 1. Elements of needs analysis  

Needs template
:   Product selection guides associated with the product catalog display one or more needs templates. Each needs template is a questionnaire that has a set of guided questions that agents answer to get product recommendations
    for a customer. Each template is associated with a needs decision tree.

Needs decision tree
:   A multi-step, guided decision process that presents a series of questions to the agent. The decision tree defines the question nodes, expected answers, connection points, decision logic, and guidance for decision paths in
    the questionnaire. You use Decision Tree Builder to create and build the decision tree.

Product recommendations
:   The product offerings suggested for an opportunity, based on the results of the needs questionnaire.

## Working with decision trees {#configuring-needs-analysis__section_ifp_5cq_c1c}

You configure decision trees by adding nodes, defining paths, and attaching guidances in Decision Tree Builder. This tool is a canvas for diagramming the basic elements in a decision tree, such as the question nodes and decision paths.  
Before creating decision trees for needs templates, review how decision trees work:

* [Decision trees in Guided decision](https://www.servicenow.com/docs/access?context=decision-trees-in-guided-decisions&version=xanadu&pubname=xanadu-customer-service-management&ft:locale=en-US) - Learn the basic elements of a decision tree, such as node types, linking inputs in nodes, and decision tree paths.
* [Example configuration of a decision tree](https://www.servicenow.com/docs/access?context=example-decision-tree&version=xanadu&pubname=xanadu-customer-service-management&ft:locale=en-US) - Review an example decision tree, including preparations for creating a decision tree, to understand the end-to-end configuration of a decision tree.
* [Answer types for questions](https://www.servicenow.com/docs/access?context=type-of-answer&version=xanadu&pubname=xanadu-customer-service-management&ft:locale=en-US) - Learn about the various types of answers to questions, such as Choice, Date, or Integers.
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## Setting up needs analysis {#configuring-needs-analysis__section_lbc_dbh_k1c}

Follow these steps to configure needs analysis:

1. [Create a product recommendation](https://servicenow-prod.fluidtopics.net/I7Yd5gHwLV9DKMVCXtYo5g "Set the product offering to be used as a product recommendation for a needs template.").
2. [Create a decision tree for a needs template](https://servicenow-prod.fluidtopics.net/1NHveq72XwJDWI6sopDwtg "Create a decision tree that defines the questions that agents answer to determine customer needs and get product recommendations.").
3. [Build a needs decision tree](https://servicenow-prod.fluidtopics.net/5X4XmDxCjlnBXkwgS7vzFg "Define the decision tree question nodes, decision paths, and guidance for each decision path using Decision Tree Builder.").
4. [Create a needs template and set the catalog relationship](https://servicenow-prod.fluidtopics.net/kQDGNHVXCt1jFPSckR2zYQ "Define a needs template for a decision tree and associate the template with the product catalog to which it belongs.").
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