Guide to Setting Up Sales Analytics on Revlitix
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.
Part 1: User Setup
Step 1: Go to Settings
Step 2: Under Users, click on Add Users
Step 3: Select Department as Sales to ensure rep-level insights
Step 4: Click on Invite to send invitations to new users
Step 5: Under Teams, click on Add Teams
Step 6: Choose Department as Sales for team-level insights
Step 7: Click on Save to confirm
Part 2: Sales Configuration
Step 1: Navigate to Sales Config under Settings
Step 2: Under Preview, select the users for whom you want to generate an analysis
Step 3: Click Next to proceed
Step 4: In User Mapping, map the fields where user data is present in the CRM
Step 5: Click on Save
Step 6: Click Next once field mapping for all users is complete
Step 7: In Metric Selection, select the metrics to track in Sales Analytics
Step 8: Complete the setup for AE Reps, then click on Next for SDR Reps
Step 9: Once all mapping is complete, click on Save
Part 3: Sales Analytics Setup
Step 1: Go to Sales Analytics
Step 2: Click on New Analytics
Step 3: Enter a Name for the analytics report
Step 4: Specify the Analysis Level (Rep, Team, or Workspace)
Step 5: Choose the appropriate value based on your selected level
Step 6: Click on Metrics to select the metrics to track for Sales Analytics
Step 7: Select the Date Range for the analysis
Step 8: Assign a Folder for easy organization
Step 9: Click on Save to finalize the setup
Note: Once complete, your sales analysis will automatically populate within 2 to 3 hours, providing actionable insights based on the configured settings.