How to Check the Details of Patterns in Sales Analytics
Understanding the details of each pattern in Sales Analytics on the Revlitix platform is key to utilizing patterns to their full potential. This guide explains how to view and interact with patterns' details effectively.
Steps to Check Pattern Details
Step 1: Navigate to the Patterns Listing Page
Access Patterns Listing: Start by going to the Patterns listing page. Here, all your patterns are displayed, making it easy to choose which one you want to explore.
Step 2: View Pattern Details
Click on a Pattern: To open the Pattern details page individually, click on each pattern individually. This action will show you a more in-depth view of the selected pattern.
Step 3: Explore the Pattern Details Page
Understand Pattern Combinations: The Pattern details page will showcase all the patterns in various combinations. This comprehensive view helps you see how different data points and metrics interplay within each pattern.
Step 4: Review Pattern Widget Summaries
View Pattern Synopsis: Each pattern widget on the details page will display a synopsis of the pattern combination. This summary provides a brief understanding of what makes the combination successful and noteworthy.
Step 5: Dive into Combination Descriptions
Click on Combination Details: For a deeper insight, click on each pattern combination. This will open up a detailed description of that particular combination’s characteristics and metrics.
Step 6: Manage and Export Data
Interact with Data:
Manage Columns: In the combination description, you can 'Manage the columns.' This allows you to customize which data columns are visible based on what’s most relevant to your analysis.
Export Data: You can also choose to 'Export' the data. This is useful for reporting, sharing, or further analysis outside of the platform.
Summary
Here’s a quick guide on how to check and interact with pattern details in Sales Analytics:
Go to Patterns Listing Page: Start by accessing the list of all your patterns.
View Pattern Details: Click on any pattern to see its detailed view on the Patterns details page.
Explore Combinations: Look at the diverse combinations and their synopses for an initial understanding.
Dive Deeper into Details: Click on any combination to read a full description of its details.
Manage and Export: Within the description, manage the columns' visibility or export the data as needed.
By following these steps, you can effectively explore and utilize the detailed insights offered by each pattern, enhancing your analytical capabilities within Sales Analytics.