Scope
This guide covers setup & configuration for Digital Twin. Availability depends on your tenant package, role and configured providers.
Purpose
Model measured funnel transitions and explore what-if scenarios.
Choose funnel stages and measured transition inputs.
Before you start
Correct tenant and project selected
Required source or provider is available
An accountable owner is identified
Test data can be separated from live activity
Procedure
- Open the correct tenant and confirm the project or workspace that owns this capability.
- Choose funnel stages and measured transition inputs.
- Connect or select the required source records and owners.
- Create a safe test configuration before using live customer or campaign data.
- Compare simulated changes with later actual movement.
- Label assumptions and avoid presenting simulation as certainty.
Verify the result
Compare simulated changes with later actual movement. Confirm that the intended record, state, run or report is visible to another authorised operator and that its next owner is clear.
Completion checkpoint
The capability is in the intended state, evidence is current, exceptions are owned and the next action can be understood without a separate status message.
Controls and limitations
Label assumptions and avoid presenting simulation as certainty. Predictive, attribution and recommendation outputs support operator judgement; provider and data limitations remain relevant.