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How to Launch an AI Summary in Sales Analytics

Ray avatar
Written by Ray
Updated this week

Revlitix's AI Summaries provide concise, AI-generated overviews of your sales data, transforming complex datasets into actionable insights.

These summaries help you quickly identify performance trends and areas requiring attention

Step 1: Access Sales Analytics

  • Log in to your Revlitix account.

  • Navigate to the Sales Analytics section from your dashboard.

Step 2: Select the Desired Report

  • Within Sales Analytics, locate and open the report for which you want to generate an AI Summary.

Step 3: Launch the AI Summary

  • In the opened report, look for the AI Summary option.

  • Click on AI Summary to initiate the generation process.


Step 4: Review the Summary

  • Once generated, the AI Summary will categorize insights into Good, Bad, or Neutral, enabling quick identification of performance statuses.

  • Each summary includes actionable recommendations based on the categorized insights.​

AI summary details

Applicability

  • Insights: Use the AI summary in the Insights section to get a detailed root cause analysis, performance reviews, and areas for improvement for representatives, teams, and the workspace.

  • Patterns: In the Patterns section, the AI summary can help you understand the top combinations that lead to better conversions and detail each specific pattern for strategic planning.

By following these steps, you can effectively utilize AI Summaries in Revlitix to gain rapid, actionable insights into your sales performance.​

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