Understanding Insights in Sales Analytics
Insights in Sales Analytics provide a detailed view of your sales data, helping you make informed decisions through interactive analysis and AI-driven summaries. Here’s what you can expect and how to navigate the Insights effectively.
Overview of Insights
Insights offer an in-depth look at sales trends and outcomes, enabling users to analyze and refine their sales strategies.
Key Features in Insights
Analysis Choices
User-Defined Analysis: Customize your analysis by selecting specific metrics, date ranges, and other parameters.
Interactive Widgets and Charts
Visual Display: Use interactive widgets displaying various charts, such as bar charts and line graphs, to explore sales metrics dynamically.
Trend Analysis
Trends and Changes: Identify increases or decreases in sales metrics to spot important trends.
AI-Driven Summaries
AI Summary Access: Click on a widget to reveal an AI-generated summary that simplifies complex data.
Detailed Insights: Includes:
Root Causes: Diagnose underlying factors affecting sales.
Performance Analysis: Evaluate sales performance against chosen metrics.
Areas for Improvement: Identify potential improvements based on current data.
Launch Summary
Comprehensive Overview: The 'Launch Summary' shows a detailed AI summary for deeper insight into selected data.
Using Insights Effectively
Define Analysis Parameters: Start by setting your metrics and criteria for analysis.
Explore with Widgets: Interact with widgets to view different data aspects and detailed charts.
Review Trends: Observe how sales metrics have evolved over time.
Access AI Summaries: Click widgets to get AI summaries with root causes and performance analysis.
Expand View with Launch Summary: Use 'Launch Summary' for a broader, comprehensive analysis.
By leveraging these features, you can enhance your understanding and application of sales data to improve your sales strategies and outcomes.