In Revlitix's Sales Analytics, patterns help you identify trends and behaviors within your sales data. Editing these patterns allows you to refine your analyses and ensure they align with your current business objectives.
Editing a Pattern: Two Methods Explained
Method 1: Edit from the Patterns Listing Page
Navigate to the Patterns Listing Page:
Access the main page where all your patterns are listed.
2. Access Pattern Options:
Locate the pattern you wish to edit.
Click the options icon (three dots) next to the specific pattern.
3. Select 'Edit':
From the dropdown menu, choose Edit to open the pattern's configuration settings.
4. Modify Pattern Details:
Field Mapping: Adjust how fields are mapped within the pattern.
Success and Failure Criteria: Update the criteria that define the success or failure of the pattern to better suit your analytical needs.
Method 2: Edit from the Patterns Tab
Open the Patterns Tab:
Navigate to the Patterns tab within your dashboard or main menu.
2. Click the 'Edit' Button:
Find the pattern you want to modify.
Click the Edit button associated with that pattern to open the configuration settings.
3. Update Pattern Fields:
Make necessary adjustments to the pattern's fields to refine your analysis criteria or other relevant 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 methods, you can efficiently edit patterns in Sales Analytics, ensuring your analyses remain accurate and aligned with your evolving business strategies.