Overview:
My Insights features a Rank By option that helps you prioritize quote opportunities based on what matters most to you. Choose to rank quotes by Expected Value to focus on the highest revenue opportunities or by Expected Margin to identify the most profitable ones. When you switch between ranking options, the quote list automatically updates, making it easier to align your focus with your current sales goals.
Process:
Go to My Apps and open Okta.
In Okta, search for Xvantage for Associates (X4A) and open it.
Within X4A, hover over the left navigation menu and click Insights > My Insights.
By default, you will land on the Quotes tab.
Locate the Rank by the selector on the right side of the page.
Switching between ranking models automatically reorders the quote list.
