Note for Enhanced Records accounts: Analytic Tables are only available for Sales Records. This does not apply to your account. To check if your account is on Enhanced Records, visit the Subscription page.
Analytic Tables can help you group your data in ways that are reportable and actionable. See where your spends are creating the most value for your agency. Sales Automated Workflows can also trigger off of Analytic Tables but not custom fields.
Note: You only get 5 Analytic Tables, so reserve them for specific goals that you'll need for reporting and workflow triggers. These are fixed options rather than free form text entry, which allows for better reporting and action.
Requirements
- You must be logged into AMS+ as an Agency User.
- You must be assigned to a Security Group with the Sales Enablement Visible and Manage Users permissions.
How to create an Analytic Table
- Go to My Agency Settings.
- Find and open the Analytic Tables - Sales setting.
- On the Analytic Tables page, select the ADD NEW TABLE button.
- Enter the table description, name, and priority, then select the Create button when ready.
- Locate your new table and select the VALUES button.
- Select the ADD NEW VALUE button, enter the value description and sort order, then select the CREATE button to add a new value.
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Repeat this process until you've added all the values you need. You can only have up to 5 Analytic Tables at a time.
Frequently-used Analytic Tables
- Marketing Campaign (Facebook July 2023 T65) — Track conversion rates for specific campaigns.
- Preferred Method of Contact (Email, Text Message, Phone Call) — Create specific campaigns based on preferences.
- Preferred Language — For multilingual staff so leads can be assigned to the correct agents.