Search Filters for Patterns
Using search filters for patterns in Sales Analytics allows you to locate and analyze specific patterns based on various criteria quickly. This feature streamlines your ability to access the data you need for detailed insights. Here, use the search filters effectively.
Step 1: Go to Sales Analytics
Begin by navigating to the Sales Analytics section, where you can manage and explore different patterns.
Log In and Navigate: Ensure you are logged into your account with the necessary permissions to access and use patterns in Sales Analytics. Click on 'Sales Analytics' on your dashboard. This might be located in the main menu or a sidebar.
Step 2: Select Patterns
Move to the Patterns section to start using the search filters.
Access Patterns: In the Sales Analytics dashboard, find and click on the 'Patterns' option. This action will take you to the section where patterns are displayed and managed.
Step 3: Search Patterns Drop-down
Activate the search functionality to apply specific filters to your pattern search.
Open Search Drop-down: Look for the 'Search' Patterns' down menu or search bar. Click on it to reveal the list of available search filters.
Step 4: Choose from the Options or View All Patterns if Your Requirement Is Not Present
If your specific requirement isn't listed, select the appropriate filter from the drop-down options or choose to view all patterns.
Select Filter or View All:
Choose a Filter: From the drop-down options, click on the specific filter that matches your search criteria. These filters could be based on categories like date range, success criteria, specific channels, objects, or other metrics.
View All Patterns: If your specific requirement is not present in the filter options, select 'View All Patterns' to browse the complete list of available patterns.
By following these steps, you can efficiently use search filters to find and analyze patterns in Sales Analytics. This functionality helps you navigate through large datasets and pinpoint the exact patterns that are most relevant for your analysis, enhancing your ability to make informed, data-driven decisions.