Insights in Sales Analytics
In Sales Analytics, insights provide a deep dive into the performance of representatives, teams, and the entire workspace. These insights help identify root causes, assess performance, and highlight areas for improvement. Here's how you can access and utilize these insights effectively.
Step 1: Go to Sales Analytics
To start, navigate to the Sales Analytics section, where you can access various reports and insights.
Navigate to Sales Analytics: Click on the 'Sales Analytics' option on your dashboard. This might be located in the main menu, a sidebar.
Step 2: View All Analytics
View all available analytics to access the specific insights for representatives, teams, and workspaces.
Click on 'View All Analytics': In the Sales Analytics section, find and click on the 'View All Analytics' button or link. This will display all the analytics you can view.
Click the specific Analytics: Tap on specific Analytics to open and check the data on various tabs.
Step 3: Click on Insights
Access the insights section to start exploring deeper analysis.
Find 'Insights': Look for the 'Insights' option in the dashboard and click it.
Step 4: Click on the Widget
Choose the specific widget that provides detailed insights into the performance of representatives, teams, or the entire workspace.
Select the Widget: Click a widget dedicated to the Representative, Team, or Workspace. A dropdown menu allows you to select any metric or all metrics.
Metrics:
The metrics dropdown list shows it from the pinned metrics chosen by the user while creating the analytics.
Time frame:
Choose from the list of metrics created by the user; also, select from the choice of the period to see the data for the last '30 day period' and the last '90 day period'.
Edit:
The edit button is enabled for the Analytics owner.
Step 5: Click on Launch Summary
Launch the summary of sales insights for a comprehensive view driven by AI.
Launch AI Summary: Click on 'Launch Summary' to generate an AI-driven summary of sales insights. This will provide a synthesized data view, highlighting critical insights and actionable recommendations.
Root Cause Analysis: Understand the underlying reasons behind performance trends.
Performance Metrics: Get detailed metrics showing how the rep, team, or workspace performs.
Areas for Improvement: Identify key areas with scope for improvement based on the analytics.
By following these steps, you can effectively utilize the insights in Sales Analytics to make informed decisions and improve the performance across individual representatives, teams, and the entire workspace. This process ensures you have all the necessary information to optimize your sales strategies and drive better results.