Accessing the Deal Loss Reasons Report in Zendesk Sell
How can I access the Deal Loss Reasons report in Zendesk Sell?
To access the Deal Loss Reasons report in Zendesk Sell, navigate to the Reports page and select Sales Performance, then choose Deal Loss Reasons. This report provides insights into why deals were lost by showing the reasons assigned when deals were moved to the Loss pipeline stage.
The report offers both a graph view and a table view, allowing you to see the data visually or in a tabular format. You can also customize the time period and apply filters to focus on specific teams, groups, or users. For more details, visit theoriginal link.
More related questions
What information does the Deal Loss Reasons report provide?
The Deal Loss Reasons report provides a visual and tabular representation of the reasons why deals were lost. It shows the total number of lost deals flagged with each loss reason and the percentage of those deals compared to the total number of…
Can I customize the time period in the Deal Loss Reasons report?
Yes, you can customize the time period in the Deal Loss Reasons report. By default, the report shows data for the current month, but you have the flexibility to define a different time period to suit your needs. This customization allows you to…
How can I filter data in the Deal Loss Reasons report?
You can filter data in the Deal Loss Reasons report by teams, groups, specific users, and tags. This feature allows you to narrow down the data to focus on particular segments of your sales process. By applying these filters, you can gain more…
What are the different views available in the Deal Loss Reasons report?
The Deal Loss Reasons report offers two different views: a graph view and a table view. The graph view provides a visual representation of the deal loss reasons, making it easy to see patterns and trends at a glance. The table view presents the…
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