Customizing your pinned metrics in Revlitix allows you to tailor your analytics dashboard to focus on the data most relevant to your objectives.
Steps to Change or Edit Pinned Metrics
Step 1: Access the Analytics Listing Page
Log in to your Revlitix account.
Navigate to the Analytics section to view all your analytics reports.
Step 2: Select the Desired Analytics Report
Browse through your analytics reports and click on the one you wish to modify.
Step 3: Initiate the Editing Process
Within the selected analytics report, locate the Options menu (typically represented by three dots or a gear icon).
Click on Edit to enter the editing mode for that report.
Step 4: Modify the Pinned Metrics
In the editing interface, navigate to the section where pinned metrics are displayed.
Adjust the metrics by adding new ones, removing existing ones, or reordering them to suit your analysis needs.
Step 5: Save Your Changes
After making the desired adjustments, ensure you save the changes to update your analytics dashboard accordingly.
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 can effectively customize your pinned metrics, ensuring your Sales Analytics dashboard reflects the most pertinent data for your analysis.