How to Create a New Pattern
Creating a new pattern in Revlitix's Sales Analytics allows you to analyze specific sales dynamics by matching various objects with corresponding channels and setting precise criteria for success and failure. Follow these steps to create a new pattern effectively:
Step 1: Access Sales Analytics
Log in to your Revlitix account.
Navigate to the Sales Analytics section from your dashboard.
Step 2: Add a New Pattern
Click on Add Patterns or New Patterns to initiate the creation process.
Step 3: Match Object with Channel
Select the object you want to analyze (e.g., leads, opportunities).
Match it with the corresponding channel (e.g., Salesforce) relevant to your analysis.
Step 4: Map Channel Fields to Revlitix Fields
Map specific fields from your chosen channel (like campaign name, duration) to the standard fields provided by Revlitix.
This ensures consistency and comparability in your data analysis.
Step 5: Choose Historical Date Range
Select the historical date range over which you want the pattern to be analyzed.
This helps capture relevant data for creating meaningful patterns.
Step 6: Define Success Criteria
Specify what constitutes a successful outcome for the pattern.
This could be based on metrics like conversion rates, revenue generated, or other key performance indicators (KPIs).
Step 7: Define Failure Criteria
Similarly, define what constitutes a failure for the pattern.
Examples could include lower-than-expected sales or high churn rates.
Step 8: Generate the Pattern
After providing all necessary information, click Next to process and generate the pattern based on your criteria and data.
Step 9: Manage Your Pattern
Once the pattern is created, you can:
Edit it to make changes.
Set as Default for future analyses.
Delete it if it's no longer needed.
Step 10: View Your Patterns
Access your created patterns under View Patterns to see a list of all patterns and analyze their performance.
By following these steps, you can create and manage new patterns in Sales Analytics, helping you uncover actionable insights and enhance your sales strategies based on data-driven analysis.