Overview
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. Also, Sales Automated Workflows can trigger off of Analytics 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.
IN THIS ARTICLE
How to create an Analytic Table
- Go to Settings.
- Navigate to the Settings > Sales > Analytics setting and select the 'EDIT' button.
- On the Analytic Tables page, select the ‘ADD NEW TABLE’ button.
- Enter the table description, name, and priority, and 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, and select the ‘CREATE’ button to add a new value.
- Rinse and repeat this process until you’ve added all the values you need. Please note that 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.