How to Edit an Analysis in Sales Analytics
Editing an analysis in Sales Analytics on the Revlitix platform is a key task for refining your data insights and ensuring your dashboards remain relevant and useful. Here’s a simple, step-by-step guide on how to make changes to your analysis effectively.
Steps to Edit an Analysis
Step 1: Navigate to the View Analytics Page
Access View Analytics: To access View Analytics, go to the 'View Analytics' page. This page lists all your analytics, providing a central hub for managing and editing your data analyses.
Step 2: Choose the Analysis to Edit
Select Analysis: Browse through the listed analytics and click on the one you wish to edit. Click the 'Options' icon on the right side of the specific analytics to Edit the same.
Step 3: Make Necessary Edits
Edit Metrics and Date Range:
Pin Metrics: Users can edit which metrics are pinned to the dashboard. This allows you to customize the dashboard to display metrics most relevant to your current focus or project.
Adjust Date Range: The date range for the analysis is also editable, enabling you to focus on different periods for more tailored insights.
Step 4: Save the Changes
Confirm Edits: After making the desired changes to the metrics and date range, click the 'Save' button to apply and save these changes.
Summary
Here’s a concise breakdown of how to edit an analysis in Sales Analytics:
Go to View Analytics: Start on the 'View Analytics' page, where all your analyses are displayed.
Select the Analysis to Edit: Click on the analysis you want to modify.
Edit Metrics and Date Range: Change the metrics you want to pin and adjust the date range as needed.
Save Changes: Hit 'Save' to ensure all your edits are applied and stored.
By following these steps, you can effectively edit your analyses in Sales Analytics, enhancing the relevance and utility of your data insights. This process helps keep your analytics aligned with your evolving business and research needs.