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Benchmark in Sales Analytics

Ray avatar
Written by Ray
Updated over a week ago

The Benchmark feature in Revlitix's Sales Analytics allows you to compare the performance of sales representatives, teams, or the entire workspace.

This tool helps identify top performers, uncover areas for improvement, and foster a competitive, data-driven sales culture.​

Step 1: Access Sales Analytics

  • Log in to your Revlitix account with the necessary permissions.

  • Navigate to the Sales Analytics section from your dashboard.

Step 2: Navigate to the Benchmark Section

  • Within the Sales Analytics dashboard, click on the Benchmark option to access the benchmarking tools.

Step 2: Click on Benchmark

Navigate to the Benchmark section to start comparing performances.

Step 3: Add a Benchmark Widget

  • If a specific benchmark isn't already provided, you'll see an option to Add Benchmark.

  • Use this to create a custom Benchmark widget tailored to your specific performance comparison needs.

Step 4: Manage Benchmark Cards

  • For existing benchmarks, click on Options next to any benchmark card.

  • From here, you can choose to Edit Config to adjust the benchmark settings or Delete the benchmark card if it's no longer needed.​

By following these steps, you can effectively use the Benchmark tool in Sales Analytics to compare the performance of your sales representatives, teams, and the workspace.

This tool is essential for maintaining a performance-oriented environment and ensuring that your sales strategies are aligned with the highest standards of efficiency and effectiveness.

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