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How to Access Folders in Sales Analytics?
How to Access Folders in Sales Analytics?
Atharva Joshi avatar
Written by Atharva Joshi
Updated over 6 months ago

How to Access Folders in Sales Analytics

Accessing specific folders in Sales Analytics can help you organize and delve deeper into your sales data. Follow these steps to find and open the specific sales information you need.

Step 1: Go to Sales Analytics

Start by navigating to the Sales Analytics section within your platform to access the sales data and reports.

Navigate to Sales Analytics: Look for the 'Sales Analytics' module on your side navigation bar.

Step 2: Click on Folders

Within the Sales Analytics section, you will find various ways to organize and view your data.

Find the 'Folders' Option: In the Sales Analytics dashboard, look for a tab or button labeled 'Folders'. This could be at the top of the page or located in a navigation pane on the side.

Step 3: Open the Folder of Your Choice

Now you can explore the different folders to find the specific data sets or reports you are interested in.

Select Your Desired Folder: You will see a list of folders. Click on the folder that contains the sales data or reports you want to view.

By following these simple steps, you can effectively access and utilize the folders within Sales Analytics. This approach helps you stay organized and makes it easier to find the specific data you need to support your marketing and sales decisions.

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