How to Edit a Pattern in Sales Analytics
In Sales Analytics on the Revlitix platform, editing a pattern is straightforward and allows users to refine their analyses and improve their insights.
Here’s how to edit a pattern from two different locations within the platform for enhanced convenience and flexibility.
Editing a Pattern: Two Methods Explained
Method 1: From the Patterns Listing Page
Navigate to Patterns Listing Page: Go to the main page where all your patterns are listed.
2. Access Pattern Options: Find the pattern you want to edit and click the options icon (often displayed as three dots) next to the specific pattern.
3. Select 'Edit': From the dropdown menu, choose 'Edit' to open the pattern’s listing page configuration.
4. Edit Details:
Field Mapping: You can make changes to how fields are mapped within the pattern.
Success and Failure Criteria: Modify the criteria that define the success and failure of the pattern to better suit your analytical needs.
Method 2: From the Patterns Tab
Open Patterns Tab: While in the Patterns tab of your dashboard or main menu, locate the pattern you wish to edit.
2. Click the 'Edit' Button: Directly click the 'Edit' button associated with the pattern. This will open the Patterns Config.
3. Modify Pattern Fields: Adjust the fields within the pattern’s configuration to update your analysis criteria or any other necessary details.
Summary
Here’s what you need to know about editing patterns in Sales Analytics:
Two Places to Edit:
From the Patterns Listing Page, use the options icon and select 'Edit' to adjust field mapping and success/failure criteria.
You can open and adjust the Patterns Config directly in the Patterns Tab by clicking the 'Edit' button.
By following these steps, you ensure that your patterns are up-to-date and aligned with your current analytical goals, enhancing the precision and utility of your data insights in Sales Analytics.