Setting up Sales Analytics in Revlitix allows you to gain detailed insights at the rep, team, or workspace level.
Follow these steps to configure your analytics accurately and optimize your sales insights.
Step 1: Set Up Users and Teams
Go to the Settings section in your Revlitix account.
In the Users tab:
Click Add Users.
Choose the Sales department for rep-level tracking.
Click Invite to send invites.
In the Teams tab:
Click Add Teams.
Set the Department as Sales.
Click Save.
Step 2: Configure Sales Settings
In Settings, go to the Sales Config tab.
In the Preview section:
Select the users you want to configure.
Click Next.
In User Mapping:
Map CRM fields to Revlitix user profiles.
Click Save, then Next.
In Metric Selection:
Choose metrics to track for AE Reps.
Click Next and repeat for SDR Reps.
Click Save once all mappings are complete.
Step 3: Build Sales Analytics Reports
Go to the Sales Analytics section.
Click New Analytics.
Enter a Name for your report.
Select an Analysis Level: Rep, Team, or Workspace.
Choose the appropriate value (rep name, team name, etc.).
Click Metrics to select KPIs to track.
Set the Date Range for the report.
Assign the report to a Folder.
Click Save to finalize.
Note: Your analytics will populate automatically within 2–3 hours based on your configurations.