Adaptive Search based Aggregated Tabular views

Adaptive Search based Aggregated Tabular Views is a powerful reporting feature that allows sales administrators to quickly generate and customize high-level data snapshots. By using adaptive search to filter and group large volumes of information, this capability produces concise, aggregated tables of sales data that are easy to review and share. Users can swiftly pivot between high-level summaries and detailed record-level insights, helping them make well-informed decisions without manually compiling metrics.

This feature offers the following business benefits:

• Improved Decision-Making: Having a comprehensive view of sales data in one place enables faster, evidence-based decisions.
• Increased Efficiency: Less time spent on manual report creation translates to more time for strategic analysis and selling activities.
• Enhanced Visibility: The ability to instantly drill down from summaries to specific details fosters deeper insights and transparency across teams.

Steps to Enable

You don't need to do anything to enable this feature.