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Accessing the Revenue Widget on Dashboard

Learn how to access and add the Revenue widget on the Performance Dashboard in Zendesk Sell.

How do I access the Revenue widget on the Performance Dashboard?

To access the Revenue widget on the Performance Dashboard, simply navigate to the Dashboard icon on the sidebar. Once there, click on the 'My Dashboard' tab if it isn't already open. If the Revenue widget isn't visible, you can add it by clicking '+ Widget' and selecting the Revenue widget.

The widget provides a summary of your revenue report, and by clicking on it, you can view the detailed report. This report allows you to adjust the timeframe and apply filters to customize your data view. For more details, check out theoriginal link.


More related questions

What information does the Revenue widget display?

The Revenue widget displays a summary of your revenue report, which includes the total revenue from won deals and their values within a specified timeframe. By clicking on the widget, you can view a detailed revenue report. This report provides a…

How can I customize the Revenue report in Zendesk Sell?

Customizing the Revenue report in Zendesk Sell is straightforward. You can adjust the timeframe to options like 'This Month', 'Last Month', or 'Yesterday', and group data by criteria such as deal owner or deal source. Additionally, you can apply…

Can I save a customized view of the Revenue report?

Yes, you can save a customized view of the Revenue report in Zendesk Sell. After adjusting the timeframe, applying filters, and grouping data to your preference, simply click 'Save' to store your customized view. This feature allows you to quickly…

What options are available for grouping data in the Revenue report?

In the Revenue report, you have the option to group data by various criteria such as deal owner and deal source. This allows you to organize and view your data in a way that best suits your analysis needs. Grouping data can help you identify trends…

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