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Revlitix introduces Reusable Global Filters, enhanced Root Cause Analysis, custom Salesforce data refresh, Stacked Percentage for charts, and flexible metric calculations for smarter insights.At Revlitix, we’re always striving to bring you the latest innovations to make your experience smoother and more insightful. We're excited to introduce our October product updates, packed with new features and enhancements designed to help you get the most out of your data. Here’s a detailed breakdown of what’s new and improved this month.
What’s New?
🔍 Reusable Global Filters
To make your data analysis more flexible, we've introduced Reusable Global Filters. This allows you to create filters that apply across multiple widgets, helping you streamline data views for different channels or objects. Whether you need to filter your reports by region, sales channel, or any other criteria, you can now set up a filter once and use it wherever needed.
Why it’s useful:
With Global Filters, you no longer have to manually set filters for every widget. This saves time and ensures consistency across your data visualizations. Ready to try it? Set up your global filters now.
📊 Root Cause Analysis
We've added more depth to Root Cause Analysis, especially for Funnel charts. With the latest update, your funnel analysis now comes with enhanced insights based on the configurations you choose. By diving deeper into each stage of the funnel, you can uncover performance bottlenecks or opportunities for improvement more efficiently.
Why it’s useful:
This upgrade helps you identify key reasons behind funnel drop-offs or stage delays, offering actionable insights to optimize your processes. Learn how to configure Root Cause Analysis.
⏱ Custom Data Refresh for Salesforce
Timely data is vital for accurate decision-making, so we’ve added the ability for users to set their own Salesforce data refresh intervals. You can now choose to refresh data at intervals of 4, 8, 12, or 24 hours, directly from the Basic Info page. This feature ensures you’re always working with the most current data without manual intervention.
Why it’s useful:
If you’re closely monitoring your sales pipeline throughout the day, you can now set your data to refresh every four hours. This allows you to react promptly to changes, ensuring that your sales strategies are based on the latest information. Learn how to customize data refresh intervals.
📈 Stacked Percentage for Tabular Charts
Our Stacked Percentage feature allows you to plot percentage value distributions and calculate delta percentages (comparing current values with previous ones) directly in your tabular reports. Whether you're measuring growth or decline over a specific time frame, this feature provides a clearer comparison by visualizing changes in percentage terms.
Why it’s useful:
For instance, if you’re evaluating the performance of different sales reps, the weightage metric can reveal each rep’s impact relative to others over time. Weighted averages can highlight who’s consistently performing well, and delta percentages can show how performance has shifted since the last period. Explore Stacked Percentage in tabular reports.
Improvements
➕ Manually add values using the "Equal To" operator
Our improved ‘Equal To’ operator now supports multi-value selection with an easy-to-use ‘add’ icon. This enhancement allows you to manually enter comma-separated values. Filtering data by specific criteria has never been easier!
Why it’s useful:
This update speeds up your workflow by allowing you to add multiple criteria effortlessly. Check out this guide to learn more.
🧮 Flexible Custom Metric Calculations
Now, you have the flexibility to choose between row-wise and aggregated custom metric calculations. Row-wise calculations allow you to apply a custom metric to each individual row, while aggregated calculations apply it after summarizing or grouping the data. This enables more tailored and precise data analysis based on the type of insights you need.
Why it’s useful:
Let’s say you’re calculating the average revenue per customer across multiple segments. With row-wise calculations, you can see the revenue for each customer individually. If you need a broader view, use the aggregated calculation to get insights across grouped segments, like regions or product lines. Set up your custom metrics now.
Share Your Reports with Revlitix Spotlight
In addition to these exciting updates, we’re launching the Revlitix Spotlight! Share your report templates with us, and we’ll feature them in our library for the community.
This is a fantastic way to showcase your creativity and expertise while helping others discover new ways to leverage Revlitix for their data needs.
These updates are designed with your productivity in mind, providing tools that empower you to customize, analyze, and optimize your data with ease. As always, if you have any questions or feedback, don’t hesitate to reach out.
Stay tuned for more updates, and thank you for being part of the Revlitix community!
