Patterns in Sales Analytics help you spot trends across your deals and leads.
They show you which characteristics are most likely to lead to success — so you can focus your efforts where they matter the most.
In this guide, you’ll learn how to view and use Patterns in Revlitix.
Step 1: Go to Sales Analytics
Log into your Revlitix account with the necessary permissions.
From your dashboard, click on Sales Analytics.
Step 2: Click on Patterns
Inside Sales Analytics, find and click the Patterns tab.
Step 3: Click the AI Summary Icon
In the Patterns section, look for the AI Summary icon.
Click on it to open AI-driven insights and interpretations of the patterns.
Step 4: View the AI Summary
The AI Summary provides a detailed view of the patterns and their impact on your sales performance. It includes:
Overall Summary: A general overview of key patterns and what they mean for your sales process.
Top Combinations: Specific combinations of characteristics that lead to better sales outcomes.
Details for Better Conversion: Actionable information on how to use these top combinations to improve conversion rates.
Step 5: Click on Any Card
Inside the AI Summary, click on any individual card to explore specific details about a pattern.
Step 6: View the Detailed Overview
After clicking on a card, you’ll see a full overview of that pattern.
It includes a detailed breakdown of the top combinations and each factor that contributes to better performance.
By following these steps, you can use Patterns in Sales Analytics to uncover valuable insights for your sales teams and workspaces.
This data-driven approach helps you identify opportunities, optimize processes, and drive better outcomes across your entire sales cycle.