Search filters in Sales Analytics help you quickly find specific patterns based on criteria like date range, success metrics, channels, or other attributes.
This makes it easier to analyze the data that matters most to you.
Step 1: Go to Sales Analytics
Log in to your Revlitix account with the necessary permissions.
From your dashboard, click on Sales Analytics. This may be located in the main menu or sidebar.
Step 2: Select Patterns
Inside the Sales Analytics section, click on the Patterns tab. This will open the area where all patterns are displayed and managed.
Step 3: Open the Search Filters
Look for the Search Patterns dropdown or search bar.
Click on it to reveal the list of available search filters.
Step 4: Apply a Filter or View All Patterns
Choose a Filter: From the dropdown options, select the filter that matches your search criteria. Filters may include date range, success criteria, specific channels, objects, or other metrics.
View All Patterns: If your specific requirement isn't listed, select View All Patterns to browse the complete list of available patterns.
Using search filters in Sales Analytics allows you to efficiently navigate through large datasets and pinpoint the exact patterns relevant to your analysis.
This enhances your ability to make informed, data-driven decisions.