How to Delete a Sales Analytics Report

Deleting a sales analytics report that you no longer need can help keep your dashboard clean and focused on relevant data. Here’s how you can delete a report from Sales Analytics.

Begin by navigating to the Sales Analytics section of your platform.

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

To find the report you want to delete, you need to view all available analytics.

Click 'View All Analytics': In the Sales Analytics section, find and click on the 'View All Analytics' button. This will display all the reports you can access.

Locate the report you wish to delete and click on its associated options to see more actions.

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

From the list of options, select the delete action to remove your report.

Select 'Delete': In the dropdown or menu that appears, click on 'Delete'. This will prompt you to confirm the deletion of the report.

Finalize the deletion by confirming the action.

Confirm Deletion: Confirm the deletion by clicking the 'Delete' button to permanently remove the report.

By following these steps, you can delete any unnecessary sales analytics report, helping to streamline your data analysis and keep your workspace organized. This ensures that only the most pertinent and valuable reports are kept for review and decision-making.