Sharing your Sales Analytics reports in Revlitix allows for seamless collaboration and ensures that your team stays informed with the latest insights.
Follow these steps to share a report:
Step 1: Navigate to Sales Analytics
Log in to your Revlitix account.
From your dashboard, click on the Sales Analytics section to access your reports.
Step 2: View All Analytics
Within the Sales Analytics section, click on View All Analytics to see the complete list of available reports.
Step 3: Access Report Options
Locate the specific report you wish to share.
Click on the Options icon (typically represented by three dots) next to the report.
Step 4: Share the Report
From the dropdown menu, select Share.
Follow the prompts to specify sharing settings, such as selecting users or teams to share with and setting appropriate permissions.
By following these steps, you can effectively share your Sales Analytics reports, fostering better collaboration and informed decision-making within your organization.