Setting up a Representative Configuration (Rep Config) in Revlitix's Sales Analytics allows you to monitor and analyze specific metrics for individual sales representatives, teams, or the entire workspace.
This guide provides a step-by-step process to create a Rep Config tailored to your analytical needs.
Step 1: Access Sales Analytics
Log In: Ensure you are logged into your Revlitix account with the necessary permissions.
Navigate to Sales Analytics: From your dashboard, click on the Sales Analytics option, typically located in the main menu or sidebar.
Step 2: Initiate a New Analytics Configuration
Click on New Analytics: Within the Sales Analytics section, click on New Analytics to start setting up a new configuration.
Step 3: Name Your Configuration
Enter Name: In the Name field, provide a descriptive title for your new analytics configuration. This helps in easily identifying and organizing your setups.
Step 4: Select the Analysis Level
Choose Level: Determine the scope of your analysis by selecting one of the following levels:
Rep: Focus on individual sales representatives.
Team: Analyze data for specific sales teams.
Workspace: Assess metrics across the entire workspace.
Step 5: Define Metrics and Pin Them
Enter Value to Track: Specify the particular values or metrics you wish to monitor.
Add Metrics to be Pinned: Select the metrics that are most crucial and pin them for quick and easy access in your analytics view.
Step 6: Set the Date Range for Pinned Metrics
Enter Date Range: Choose the time frame over which you want the pinned metrics to be analyzed. This allows for focused insights within a specific period.
Step 7: Organize into a Folder
Add to Folder: Select an existing folder or create a new one to store your analytics configuration. Organizing configurations into folders helps maintain a structured workspace.
Step 8: Save the Configuration
Click on Save: After entering all necessary details and organizing your configuration, click Save to finalize and store your setup.
By following these steps, you can effectively set up a Rep Config in Sales Analytics, enabling you to monitor performance metrics at various organizational levels and make informed, data-driven decisions.