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:
Users can rename an existing analysis to better reflect its purpose or content.
Pinned Metrics:
Modify which metrics are pinned to the dashboard or report.
Use the drop-down menu to select or deselect metrics, ensuring the most relevant data is highlighted.
Date Range for Metrics:
Adjust the start and end dates for the pinned metrics.
This allows users to analyze data over different periods, facilitating trend analysis and period comparisons.
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 customize their analyses in Sales Analytics to align with specific informational needs and strategic objectives, enhancing the overall utility of the platform.