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How to Create a Widget in a Benchmark Report

Ray avatar
Written by Ray
Updated over a week ago

Benchmark reports in Revlitix allow you to compare a sales representative's performance against another rep, team, or the entire workspace. These reports can be visualized through various graph types, enhancing your comparative analysis.​

Step 1: Access Sales Analytics:

  • Log in to your Revlitix account.

  • Navigate to the Sales Analytics module from your dashboard.

Step 2: Navigate to the Benchmark Section

  • Click on the Benchmark tab within the Sales Analytics dashboard.​

Step 3: Initiate Benchmark Widget Creation

  • Click the Add Benchmark button to start setting up a new benchmark widget.

Step 4: Enter the Widget Name

Write a suitable name for the widget.

Step 5: Select Graph Type

Choose from the following options based on your reporting needs:

  • Multi-line Chart: Track trends over time or categories.

  • Horizontal Bar Chart: Compare quantities side by side.

  • Vertical Bar Chart: Analyze performance across items or time.

Step 6: Describe the Widget

  • Enter a clear and helpful description for the widget.

  • This helps identify its purpose at a glance.

Step 7: Select Channel

  • Choose the CRM-integrated Channel Name (e.g., Salesforce) from which you want to pull data.

Step 8: Choose Object

  • Select the object (e.g., Leads, Opportunities) you want to analyze in this benchmark.

Step 9: Set Date Range

  • Choose the date range for which this benchmark should be analyzed.

Step 10: Define X-Axis

  • Select the field and its value for the X-axis (e.g., rep name, region).

  • This determines what appears along the horizontal axis of the chart.

Step 11: Choose Y-Axis Metric

  • Pick a metric to display on the Y-axis (e.g., number of deals, revenue).

  • Optional: Check the Average Line box to add a visual average across the graph.

Step 12: Set Comparison Type

  • Decide how you want to compare the selected rep:

    • Another Rep

    • Team

    • Workspace

Step 13: Define Comparison Details

  • Team Details: Auto-filled based on prior selections. Select team names as needed.

  • Comparison Type:

    • Individual: When comparing with one team or rep.

    • Combined: For group-level comparisons.

  • Operation: Choose between Sum or Average to define how metrics are aggregated.

Step 14: Advanced Settings

  • Widget Color: Customize the widget appearance by setting a preferred color.

After completing these steps, your Benchmark widget is ready. It will help you visualize comparisons between reps, teams, or the entire workspace—empowering your team to act on performance insights confidently.

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