Accessing the Deal Sources Report in Zendesk Sell
How can I access the Deal Sources report in Zendesk Sell?
To access the Deal Sources report in Zendesk Sell, navigate to the Reports page and select Marketing Effectiveness, then choose Deal Sources. This report helps you understand where your deals are coming from, such as your website, referrals, or sales prospecting.
The report offers two views: a graph view and a table view. The graph view provides a visual representation of your deal sources, while the table view presents the same data in a tabular format. You can customize the time period and apply filters to refine the data you see. For more details, check out theoriginal link.
More related questions
What views are available in the Deal Sources report?
The Deal Sources report in Zendesk Sell offers two views: a graph view and a table view. These views help you analyze the sources of your deals over a specified time period. The graph view provides a visual representation, showing the total number…
Can I customize the time period in the Deal Sources report?
Yes, you can customize the time period in the Deal Sources report to suit your needs. By default, the report shows data for the current month, but you can adjust this to view data for different time frames. This flexibility allows you to analyze…
How can I filter data in the Deal Sources report?
Filtering data in the Deal Sources report is straightforward and allows you to tailor the information to your specific needs. You can filter the report by the stage of the deals, such as Won or Lost, or by teams, groups, or specific users….
Interested indeflectingover 70% of your Zendesk support tickets?
Zendesk Support Tickets
Zendesk Messaging (live chat)
Join1,000+ companies reducing their support costs and freeing up support agents for more important work
“We needed an AI agent integrated within our current tools. My AskAI was the only solution that wasn't going to disrupt our operations.”
Zeffy
“At the end of last year I was given the challenge - how can we provide the same or better service, without hiring anyone?”
Zinc
“My AskAI blew everybody else out of the water. It made the selection process very easy for us.”
Customer.io($50M+ ARR)
“It now resolves 71% of queries (over 35,000 every month), meaning more time solving complex issues and improving UX.”
Freecash
“We needed an AI agent integrated within our current tools. My AskAI was the only solution that wasn't going to disrupt our operations.”
Zeffy
“At the end of last year I was given the challenge - how can we provide the same or better service, without hiring anyone?”
Zinc
“My AskAI blew everybody else out of the water. It made the selection process very easy for us.”
Customer.io($50M+ ARR)
“It now resolves 71% of queries (over 35,000 every month), meaning more time solving complex issues and improving UX.”
Freecash
Reduce support costs.Spend more time on customer success.
