Add Forecast Widget to Zendesk Dashboard
How do I add the Forecast widget to my Zendesk Performance Dashboard?
To add the Forecast widget to your Zendesk Performance Dashboard, simply navigate to the Dashboard page and select the My Dashboard tab. If the Forecast widget isn't visible, you can add it by clicking on +Widget and selecting the Forecast widget.
Once added, the widget will display a summary of your sales forecast. Clicking on the widget will take you to a detailed forecast report where you can adjust the timeframe and apply filters to customize your data view. This feature is particularly useful for tracking sales goals and understanding your sales pipeline.
More related questions
What information does the Forecast widget display on Zendesk?
The Forecast widget on Zendesk provides a summary of your sales forecast, including key data points like Win Likelihood and Estimated Close Date. By clicking on the widget, you can access a detailed forecast report that shows your deals, both won…
How can I customize the view of my sales forecast report in Zendesk?
Customizing your sales forecast report in Zendesk is easy. You can adjust the timeframe to options like This Month, Last Month, or Yesterday, and group the data by criteria such as deal owner or team. Additionally, you can apply filters like Owner…
What are the key data points in the Zendesk sales forecast report?
The key data points in the Zendesk sales forecast report include Goal, Pending Forecast, Revenue, and Total Forecasted Value. The Goal represents the sales target set for your team. Pending Forecast is calculated using the Estimated Close Date, Win…
How do I save a customized view of my forecast data in Zendesk?
Saving a customized view of your forecast data in Zendesk is straightforward. After adjusting the timeframe and applying any necessary filters to your forecast report, simply click the Save button. This action will preserve your customized…
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