Setting a pattern as your default ensures that your preferred analytical view is readily accessible each time you access the Patterns section.β
Step 1: Navigate to Sales Analytics
Log in to your Revlitix account.
βFrom your dashboard, click on the Sales Analytics section.
Step 2: Access the Patterns Section
Within Sales Analytics, locate and click on the Patterns tab to view your existing patterns.
Step 3: Select the Desired Pattern
Browse through your list of patterns to find the one you wish to set as default.
βClick on the Options icon (typically represented by three dots) next to that pattern.
Step 4: Set as Default
From the dropdown menu, select Set as Default.
Once set, this pattern will become your default view, appearing first whenever you access the Patterns section in Sales Analytics.β
By following these steps, you can streamline your workflow and ensure quick access to your most frequently used pattern.