Revlitix's Sales Analytics offers various functions to manage and optimize your reports efficiently. This guide outlines how to access these functions and what actions you can perform on your reports.
Accessing Sales Analytics Reports
Step 1 : Navigate to Sales Analytics
Click on the Sales Analytics option on your dashboard.
Step 2: View All Analytics
Click on View All Analytics to display all the reports you can access.
Step 3: Click on Options
Locate the report you wish to manage and access additional options.
Find 'Options': Next to the report you want to manage, click on the 'Options' button or icon. This might appear as three dots.
Step 4: Perform Various Functions
From the options menu, you can perform several functions to manage your report. Here are the actions you can take:
Edit:
Modify the report's name, metrics, date range, and other settings to keep it up-to-date.
Share:
Distribute the report to other users or groups within your organization.
Set permissions to control how others can interact with the report.
Move:
Relocate the report to another folder or section to better organize your reports.
Delete:
Remove the report permanently.
Ensure to confirm this action to prevent accidental deletions.
By understanding and utilizing these functions, you can effectively manage your Sales Analytics reports, making sure they are organized, up-to-date, and accessible to the right people in your organization.
This flexibility helps maintain an efficient workflow and supports better data-driven decisions.