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.