In Sales Analytics on the Revlitix platform, understanding what analysis components can be edited is crucial for effective data management and reporting.
Here's a concise guide on what users can edit within an analysis.
What can be edited in an Analysis?
Analysis Name
Pinned Metrics
Date Range
Analysis Name
Edit Analysis Name: Users can edit the analysis name.
Pinned Metrics
Edit Pinned Metrics: Users can edit the metrics pinned to their dashboard or report. The process is done through a drop-down menu for each pinned metric, allowing quick and efficient adjustments to reflect the most relevant data.
Date Range
Adjust Date Range: The date range for these pinned metrics is also editable. Users can change the start and end dates to analyze different periods, which helps customize the analysis to specific needs or explore trends over various durations.
Summary
Here you need to know about editing an analysis in Sales Analytics:
Can Edit
Analysis Name: Users can edit the analysis name.
Pinned Metrics: Modify which metrics are pinned using the available drop-down options.
Date Range for Metrics: Change the date range to view different data periods for the pinned metrics.
By leveraging these editing capabilities, users can tailor their analysis in Sales Analytics to better suit their informational needs and strategic goals, enhancing the overall utility.