Organizing your analysis reports into folders enhances accessibility and collaboration within Sales Analytics.
Whether you're creating a new report or managing existing ones, categorizing them into folders like 'Private,' 'Public,' or custom folders ensures efficient data management.
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.
Option 1: Add a New Analysis Report to a Folder
Step 1: Create a New Analysis
Navigate to the Sales Analytics section.
Click on New Analytics to initiate a new report.
Step 2: Name Your Analysis
Provide a unique and descriptive name to identify the analysis easily.
Step 3: Select the Analysis Level
Choose the level at which you want to perform the analysis:
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:
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.
Step 6: Set the Date Range
Determine the period for which you want to create the analysis by selecting the start and end dates.
Step 7: Choose a Folder
During the creation process, you will be prompted to choose a folder for this new analysis.
Select from existing folders like 'Private' or 'Public,' or 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 8: Save the Analysis
After completing all the steps, click Save to store your analysis in the selected folder.
Option 2: Move an Existing Analysis Report 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: Access Existing Analysis
Navigate to the View Analytics page to see all your analysis.
Step 2: Locate the Analysis to Move
Find the specific analysis you want to move.
Click on the Options icon (three dots) at the end of the analysis row.
Step 3: Select 'Move'
From the dropdown menu, choose Move to initiate the relocation process.
Step 4: Choose the Destination Folder
In the move dialog, select the desired folder under 'All Folders' or 'Starred Folders.'
Options include 'Private,' 'Public,' or any other existing folder.
Step 5: Confirm the Move
Finalize the process by confirming the move.
The analysis will now reside in the selected folder for organized access.
By following these steps, you can effectively organize your analysis reports within Revlitix, ensuring streamlined access and collaboration across your team.