How to Create a New Pattern

Creating a new pattern in Sales Analytics is a structured process that allows you to analyze specific sales dynamics by matching various objects with corresponding channels and setting precise criteria for success and failure. Here’s a step-by-step guide on how to create a new pattern effectively.

Start by navigating to the Sales Analytics section, where you can manage and analyze different patterns.

Log In and Navigate: Ensure you are logged into your account with the necessary permissions to access and create new patterns in Sales Analytics. Click on the 'Sales Analytics' option on your dashboard, which might be located in the main menu, a sidebar.

To start creating a new pattern, you need to initiate the process of adding a pattern.

Add New Patterns: In the Sales Analytics dashboard, find and click on the 'Add Patterns' or 'New Patterns' option. This will take you to the interface where you can begin the process of creating a pattern.

Identify and match the specific object you are analyzing with the appropriate channel.

Match Object and Channel: Choose the object (like leads or opportunities) and match it with the corresponding channel (in this case, Salesforce) that you want to analyze. This helps align your analysis with specific sales activities.

For accurate pattern analysis, map the specific fields of your chosen channel with the standard fields provided by Revlitix.

Field Mapping: Map the fields of the channel (like campaign name, duration, etc.) against the standard Revlitix fields. This ensures that the data used for pattern creation is consistent and comparable.

Select the historical date range that will be used to analyze the pattern.

Select Date Range: Choose the historical date range over which you want the pattern to be analyzed. This helps capture relevant data for creating meaningful patterns.

Define what success looks like for the pattern you are creating.

Define Success Criteria: Add the success criteria that determine when a pattern is considered successful. This could be based on metrics like conversion rates, revenue generated, or other KPIs.

Similarly, define the failure criteria to understand what constitutes a lack of success.

Define Failure Criteria: Add the failure criteria to identify when a pattern is not meeting the expected performance.

Examples could include lower-than-expected sales and high churn rates.

Once all the necessary information is provided, proceed to generate the pattern.

Generate Pattern: Click on 'Next' or a similar button to process the information and generate the pattern based on the criteria and data you've provided.

After creating the pattern, you may want to edit it, set it as the default for future analyses, or delete it if it’s no longer needed.

Manage Patterns: Click 'Options' next to a created pattern to edit it, set it as the default pattern, or delete it. This provides flexibility in managing your created patterns.

Finally, view and analyze your created patterns whenever needed.

View Patterns: Access your created patterns under 'View Patterns' to see a list of all patterns you have created and to analyze their performance.

By following these steps, you can create and manage new patterns in Sales Analytics, which will help you uncover actionable insights and enhance your sales strategies based on data-driven analysis. This process is key to understanding and optimizing sales dynamics for better performance.