How to Change or Edit Pinned Metrics in Sales Analytics
In Sales Analytics on the Revlitix platform, changing or editing pinned metrics allows users to customize their dashboards to better reflect their specific needs and analytical focus. Here’s a straightforward guide on modifying these metrics to enhance your dashboard’s utility and relevance.
Steps to Change or Edit Pinned Metrics
Step 1: Navigate to the Analytics Listing Page
Access Analytics Listings: Start at the Analytics listing page, where all your analytics are organized and displayed. This is the central hub for all your analytical tools and reports.
Step 2: Select the Desired Analytics
Choose Analytics to Edit: Look through the list to find the analytics for which you want to change the pinned metrics. Click on the specific analytics to proceed.
Step 3: Initiate the Editing Process
Open Edit Option: Once you view the chosen analytics, click on the 'Options' menu, typically represented by three dots or a gear icon next to the analytics name.
Select 'Edit': From the dropdown menu under 'Options,' choose the 'Edit' button. This action will take you to the editing interface for that particular analytics.
Step 4: Amend the Pinned Metrics
Modify Metrics: In the editing mode, you can change or amend the metrics according to your preferences and requirements. This could involve selecting different data points or metrics more relevant to your current analysis or dashboard needs.
Summary
Here’s how you can change or edit the pinned metrics in Sales Analytics:
Go to Analytics Listing Page: Access all your analytics from this centralized listing page.
Select Desired Analytics: Click on the analytics for which you want to adjust the pinned metrics.
Choose 'Edit' from Options: Use the 'Options' menu to enter the editing mode for the selected analytics.
Change Metrics: Amend or change the metrics to tailor the dashboard to your specific analytical needs.
By following these steps, you ensure that your dashboard in Sales Analytics is customized to display the metrics that are most useful to you, enhancing your ability to analyze data effectively and make informed decisions.