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Features

Revenue Analytics for Marketing, Sales, and Ops

Reports

Unified View of Your Business Metrics From All The Channels

Understanding Reports
How to Create a Custom Report
How to add widgets to your reports?
How to Convert a Report into a Task
Conditional Formatting in Reports
How to Filter Reports?
How to Download a Report?
Expanding, Collapsing, Resizing and Rearranging Widgets in Revlitix
Duplicating Widgets in Revlitix Reports
How to Edit a Widget in Reports
How to Set Up Goal tracking in Reports
Changing KPIs in Line Charts
How to Comment on a Widget in Reports
How to Create a New Report?
Report Ownership and Shared Access
How to Mark Reports as Favorites
How to Change the Date Range in Widgets
What Is The Maximum Number Of Widgets That Can Be Added To a Single Report?
How To Edit a Report?
Shared Access for Your Reports
How to Adjust Access Settings for Shared Reports
How to Create a Funnel Overview Report?
How to create a Funnel Breakdown Report?
How to Create a Line Chart?
How to Create a Bar Chart
How to Create a Donut Chart
How to Create a Tabular Chart?
How to Create a KPI Chart?
How to create a Sankey Chart?
How to Create a Forecast Chart
How to Access Raw Data in Funnel Charts
How to Launch an AI Summary in Reports
How to Create a Goal Tracking Chart?
How to create a Scorecard Chart?
How to Create a Multi-Line Comparison Chart?
How to Create a Grouped Bar Chart?
How to Create Cohort Analysis for a single object?
How to View Cohort Charts on the Reports Details Page
How to Create Cohort Analysis for a Multi-Object with a Unique Key
How do you add a subcategory in a funnel breakdown report?
How to Create a Horizontal Bar Chart
How to Create a Vertical Bar Chart
How to Create a Stacked Bar Chart
Where to View AI Synopsis for Charts
How to View the Grand Total in Tabular charts
How to Access Raw Data for Single Object Cohort Analysis
How to Create Cohort Analysis for a Multi-Object without a Unique Key?
Setting Up and Managing Global Filters in RevlitixGlobal filter set up, managing global filter
Widget Analysis/Root Cause Analysis in Funnel Reports
How to Add Stacked Percentage to a Report ?
Folders for Reports
Search Bar in Report Templates
How to Duplicate a Report?
Adding LinkedIn Creative Preview into a Tabular Report
Funnel Overview Visualization
Exclude Weekend Data From Reports
What are Section Headers?
How To Schedule Reports With Users Outside Your Organization
How to Create a Bow-Tie Chart
How To Add Snapshot Data To A Report?
How To Generate Report Notes
How to Set Up a Widget Summary
How to Use the Reporting Analyst in Revlitix
How to Set Up Alerts in Reports
Compare Date Ranges in Funnel Overview Charts
How to Set the Centralized Date Field in Reports
How to Delete a Report in Revlitix?
How to Convert Your Report to Slides
How to Create a Waterfall Chart?
Sales Analytics

Help Your Team to Meet and Exceed Sales Objectives with Precision and Clarity

Understanding Sales Analytics
How to View Sales Analytics
How to Launch an AI Summary in Sales Analytics
Setting up Filters in Sales Analytics
Edit Access in Sales Analytics
What is View access in Sales Analytics
How to Use the Move Feature in Sales Analytics
How to Edit an Analysis in Sales Analytics
How to Edit a Pattern in Sales Analytics
How to Navigate Through Different Patterns in Sales Analytics
How to View all Patterns in Sales Analytics
How to View Pattern Details
How to Navigate Through Different Combinations in Sales Analytics
How to View All Combinations in Sales Patterns
How to Add Sales Users
How to View the List of Users in a Team in Sales Analytics
How to Add New Users to an Existing Team
How to Set Up a Sales Configuration
How to Add Sales Teams in Revlitix
Access Control in Sales Analytics
How to Search for a Sales Analytics Report
How to Create a Widget in a Benchmark Report
How to Edit Config in a Benchmark Widget
Different Types of Folders in Sales Analytics
Renaming Public and Private Folders
Default Folders in Sales Analytics
How to Add New Folders in Sales Analytics
How to Transfer Ownership of a Folder
How to Change or Edit Pinned Metrics in Sales Analytics
How to Edit an Analysis Report in Sales Analytics
How to Remove Access for Another User in Sales Analytics
How to Share a Folder in Sales Analytics
How to Access Folders in Sales Analytics
How to Edit a Sales Analytics Report
How to Share a Sales Analytics Report
How to Move a Sales Analytics Report
How to Delete a Sales Analytics Report
Functions that can be performed on a Sales Analytics Report
How to Access Insights in Sales Analytics
Patterns in Sales Analytics
How to Create a New Pattern in Sales Analytics
How to Set Up Search Filters for Patterns in Sales Analytics
How to Set a Pattern as Default
Goal Tracker in Sales Analytics
Benchmark in Sales Analytics
How to Set Up Rep Config in Sales Analytics
How to Set up the Sales Configuration
How To Set Up Sales Analytics
How to Set Up Hot Leads in Sales Analytics
Pipeline

Pinpoint Sales-Ready Accounts and Prioritize the Path to Conversion with Pipeline Intent. Capture, Analyze, and Prioritize Sales-Ready Accounts with Unified Intent Signals Across Your Pipeline

Understanding Pipeline
Understanding Pipeline Forecasting
How to Edit Pipeline Forecast
How to Delete Pipeline Forecast
How to Set Up Pipeline Forecasting
How To Set Up Pipeline Intent
How to Set Up Pipeline Planner