Overview:
Insight Configurator in My Insights, enabling country leads and managers to define and control how sales insights (such as quotes) are prioritized and assigned to their teams. This provides a structured way to align sales execution with business priorities while maintaining flexibility across regions and teams.
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.
Then, select My Insights.
Click on Insights Configurator on the too right corner of the page.
Add the info in the fields:
Rule name
Insight Type drop-down
Master Vendor
Vendor
Categories
SKUs
Exclude Categories
Exclude SKUs