Accessing the Stage Conversion by Owner Report in Zendesk
How do I access the Stage Conversion by Owner report in Zendesk?
To access the Stage Conversion by Owner report in Zendesk, navigate to the Reports section. Click on the Reports icon in the sidebar, then select Advanced Sales Insights followed by Stage Conversion by Owner.
This will open the report where you can view summaries for each user and explore specific stages to analyze your team's conversion rates. The report provides insights into how each team member is performing against the team average.
More related questions
What is the Stage Conversion by Owner report in Zendesk?
The Stage Conversion by Owner report is a tool in Zendesk's Advanced Sales Insights that helps you track how your team and individual members are converting deals through different sales pipeline stages. It provides a summary for each user and…
How can I interpret the bubbles in the Stage Conversion by Owner report?
In the Stage Conversion by Owner report, bubbles are used to represent conversion rates. White bubbles indicate the team average conversion rate for each stage, while colored bubbles show individual team members' performance. If a team member's…
Can I customize the stages shown in the Stage Conversion by Owner report?
Yes, you can customize the stages shown in the Stage Conversion by Owner report by deselecting stages you wish to exclude. Simply click on the stages to deselect them, allowing you to focus on specific stages of interest. For example, you might…
What insights can I gain from the Stage Conversion by Owner report?
The Stage Conversion by Owner report provides valuable insights into how your team and individual members are performing in converting deals through the sales pipeline. It allows you to compare individual performance against the team average and…
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