Use Rae to interpret a business trend, then open the report and records behind it before changing a process.
Before you start
Choose the business question and the date range and brand that match it.
In Releventful
Open Dashboard or Reports. Select the brand and dates, then apply the filters.
Read Rae insights or use Ask Rae for one question about the displayed figures.
Open the linked report. Check which records count, which date the report uses, and whether it measures invoice value, received payments, or another amount.
Open an unexpected lead, event, or payment to confirm its status. If you want the same view later, set the report filters and columns, click Save Report, and reopen the saved view.