How to Share a Sales Analytics Report

Sharing a sales analytics report is essential for collaboration and communication within your team. Here's how you can share a report easily in Sales Analytics.

Begin by navigating to the Sales Analytics section to access your reports.

Navigate to Sales Analytics: Click on the 'Sales Analytics' option on your dashboard. This might be in the main menu, a sidebar.

View the complete list of available analytics to find the report you want to share.

Click on 'View All Analytics': Find and click on the 'View All Analytics' option in the Sales Analytics section. This will display all the reports that are available to you.

Find the report you wish to share and access additional options.

Find 'Options': Next to the report you want to share, click on the 'Options' button or icon. This might appear as three dots.

Choose the share option to start the process of sharing the report.

Select 'Share': In the options menu, click on 'Share' to open the sharing interface.

By following these steps, you can share a sales analytics report with your colleagues, facilitating better teamwork and informed decision-making across your organization.

This process helps ensure that everyone has the necessary data to contribute effectively to your team's goals.