How to Add an Analysis to a Folder in Sales Analytics
Organizing your analyses into folders can significantly improve navigation and efficiency in Sales Analytics. Whether you're creating a new analysis or want to move an existing one, categorizing them into folders like 'Private,' 'Public,' or a specific 'New Folder' ensures easy retrieval and better organization. Here’s a straightforward guide on how to add an analysis to a folder.
Two ways of adding an analysis to a Folder.
1. Users can add an analysis to a folder while creating the analysis.
2. Create a folder and add an existing analysis to the folder.
Adding a New Analysis to a Folder
When you create a new analysis, you can directly assign it to a folder. Here’s how:
Step 1: Create a New Analytics
Start New Analytics: Begin by creating a new analysis in Sales Analytics. Go to the area where you usually start this process, such as the 'New Analytics' button or section.
While creating the folder, the Users will be asked to move the newly created analytics to a folder.
Step 2: Name Your Analytics
Begin by giving your analytics a unique and descriptive name. This name will help you and your team easily identify the specific analysis.
Step 3: Choose the Level
Select the level at which you want to perform the analysis. The options are:
Rep Level: Analyze data for individual sales representatives.
Team Level: Analyze data for specific sales teams.
Workspace Level: Analyze data across the entire workspace.
Each level will offer different metrics and insights, so choose the one that best fits your needs.
Step 4: Select a Value
Choose a specific value for which the analysis is performed. This could be:
Rep's Name: Select an individual sales representative.
Team: Choose a specific sales team.
Workspace: Select the entire workspace.
Selecting the right value ensures your analysis is focused on the correct data set.
Step 5: Select Pinned Metrics
Choose the metrics you want to pin to your dashboard. These pinned metrics will be prominently displayed on the Home page of your Sales Analytics, giving you quick access to key data points. Select these from the drop-down menu provided.
Step 6: Set the Date Range
Determine the period for which you want to create the analysis. Select the start and end dates that define the timeframe for your data. This will ensure that your analysis covers the specific period of interest.
Step 7: Choose a Folder
Select Folder During Creation: During the creation process, the user will be prompted to choose a folder for this new analysis. You can select from existing folders like 'Private' or 'Public,' or you can create a new folder by selecting 'New Folder' and naming it accordingly.
Confirm Folder Choice: Finalize your choice by selecting the desired folder to which you want the analysis to be saved.
Step 7: Click 'Save'
Once you have completed all the previous steps, click 'Save' to store your analysis. You can save the analysis to a folder of your choice, making it easy to access and review whenever needed. This ensures your analysis is well-organized and readily available for future reference.
Moving an Existing Analysis to a Folder
If you have an analysis that wasn’t categorized or needs to be moved to a different folder, follow these steps:
Step 1: Go to View Analytics
Navigate to Analytics List: Go to the 'View Analytics' page, where all your analyses are listed.
Step 2: Use the Options Menu
Find the Options Icon: Locate the analysis you want to move. At the end of the analysis row, you will find an 'Options' icon (represented by three dots).
Step 3: Select 'Move'
Choose to Move: Click the 'Options' icon and select 'Move' from the dropdown menu. This allows you to change the folder where the analysis is stored.
Step 4: Select the New Folder
Choose New Folder: In the move dialog, you’ll see options to select any folder.
Also, users can select between 'All Folders' and 'Starred Folders'
You can choose between 'Private,' 'Public,' or any other existing folder under these tabs.
The selected folder will be highlighted in a different color.
Step 5: Confirm the Move
Save the Change: Confirm your selection by clicking on the move button to finalize the relocation of the analysis to the new folder.
By following these steps, you can effectively organize your analyses into folders in Sales Analytics, making them easier to find and manage. Whether adding a new analysis directly into a folder or moving an existing one, these steps ensure your data is well-organized and accessible.