How to View Behavior Insights in My Insights in Xvantage for Associates

Prev Next

Overview:

This article provides step-by-step instructions on how to access the Behavior Insights in My Insights section of Xvantage for Associates (X4A). Behavior Insights analyzes reseller activity on Xvantage over the past 7 days. It identifies opportunities where resellers interacted with specific product subcategories but did not complete a purchase which empowers sales teams to take informed, targeted actions to drive conversions and expand business.

Process:

  1. Go to My Apps and click Okta.

  2. Search for X4A in Okta and click it. Xvantage for Associates will open in another tab.

  3. From the left navigation menu, select Insights, then click My Insights.

  4. Select the Behavior tab.

  5. The Behavior Insights page will be displayed. It highlights behavioral trends based on recent activity and purchasing patterns. You will see the following information:

    • Top Customer Behavior Action – High-priority insights aligned with your current goals and customer needs.

    • Customer Behavior Insights – A detailed list of opportunities identified from reseller engagement patterns, including:

      • Reseller Name

      • Subcategory

      • SKUs

      • Cart Abandoned

      • Active Quote

      • Value

      • Insight Status