Accessing the Forecasted Sales by Source Report in Zendesk
How can I view the Forecasted Sales by Source report in Zendesk?
To view the Forecasted Sales by Source report in Zendesk, navigate to the Reports page and select Sales Performance > Forecasted Sales by Source. This will give you access to the report.
The report offers two views: a graph view for a visual representation and a table view for a more detailed breakdown. You can adjust the time period and apply filters to tailor the report to your needs, such as focusing on specific teams or users.
More related questions
What is the Forecasted Sales by Source report in Zendesk?
The Forecasted Sales by Source report in Zendesk helps you understand where your forecasted sales are coming from over a specific time period. It breaks down the sources of your deals, such as your website, referrals, or sales prospecting. This…
What are the different views available in the Forecasted Sales by Source report?
The Forecasted Sales by Source report offers two views: a graph view and a table view. Each view provides a different way to analyze your data. The graph view gives you a visual representation of your forecasted sales by source, with segments…
Can I customize the time period in the Forecasted Sales by Source report?
Yes, you can customize the time period in the Forecasted Sales by Source report. By default, the report shows data for the current month, but you can adjust this to fit your needs. This flexibility allows you to analyze sales data over different…
How can I filter data in the Forecasted Sales by Source report?
In the Forecasted Sales by Source report, you can apply filters to narrow down the data to specific teams, groups, or users. Additionally, you can filter by tags to further refine your analysis. These filtering options allow you to focus on the…
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.
