How to Set Up Widget Analysis?
If You Have Not Set Up a Funnel Chart Yet:
Step 1: Click on Edit Report
Access the report where you want to add the chart.
Step 2: Click on Add Your Widget
Initiate the process to include a new widget in the report.
Step 3: Create Custom Widget
Select the option to create a custom widget.
Step 4: Choose the Widget Type as Funnel Breakdown Chart or Funnel Overview Chart
From the widget type options, choose "Funnel Breakdown Chart" or " Funnel Overview Chart".
Step 5: Set Up the Funnel Chart
Go through this article on How to Create a Funnel Breakdown Chart
Go through this article on How to Create a Funnel Overview Chart
Step 6: Click on Widget Analysis
Finalize your setup by accessing the Widget Analysis section.
If You Have Already Set Up a Funnel Breakdown Chart:
Step 1: Click on Edit of the Funnel Chart
Open the existing chart for modifications.
Step 2: Click on Edit Config
Adjust the configuration settings as needed.
Step 3: Click on Widget Analysis
Analyze or review the widget setup.
Setting Up Widget Analysis
Step 1: Add Channel Name
Specify the channel name the report belongs to.
Step 2: Select the Object
Choose the object to populate the funnel data.
Step 3: Click on Add More
Include additional objects to populate data if required.
Step 4: Set Up Breakdown Categories
Define the categories for the breakdown.
Step 5: Choose the Column
Select the specific column for the breakdown.
Step 6: Generate a Display Name
Create a display name for the column based on the breakdown.
Step 7: Click on Save
Save the breakdown configuration.
Step 8: Rearrange the Breakdown Pattern
Adjust the order of breakdown categories as needed.
Step 9: Rearrange Your Funnels
Modify the arrangement of your funnels according to your preferences.
Step 10: Click on Save Widget
Complete the process by saving the widget setup.
How to View Root Cause Analysis?
Step 1: Access Reports
Click on the Reports section in Revlitix.
Step 2: Open a Funnel Report
Select any Funnel Report that you have previously created.
Step 3: Click on the Root Cause Analysis Icon
In the report, click on the Root Cause Analysis icon to begin analyzing specific metrics.
Step 4: Select Analysis Option
Choose the specific funnel stage or metric for which you want to conduct the root cause analysis.
Step 5: View the Breakdown
Get a detailed breakdown of the funnel stage or metric, helping you understand the root causes of performance deviations.
Step 6: Compare Data
You have the option to compare the analysis:
Year on Year basis
Previous Period basis
Note
Root Cause Analysis is currently available only for Funnel Reports.
Conclusion
Root Cause Analysis in Revlitix enables you to dive deep into funnel performance, helping you uncover why certain metrics are fluctuating.
By comparing historical data, you can better understand trends and take action to improve your sales or marketing performance.