Overview:
This article provides a step-by-step guide on how to use filters in the Sales Performance section of Xvantage for Associates (X4A) to help view specific sales performance data based on criteria.
Process:
Go to My Apps and open Okta.
Search for X4A in Okta and then click it. Xvantage for Associates (X4A) will open in a new tab.
On the left pane, click Sales, and then click Sales Performance. The Sales performance page appears with Sales Performance data as of the current date.
At the top-right corner, click the three-stripe icon to access filter options. By default, filters such as Fiscal Year, Fiscal Month, and others should already be visible.
Use the available filters to refine the data and view specific sales performance metrics based on your selected criteria.