Adding Sales Forecasting Data in Zendesk Sell
How can I add sales forecasting data to my deals in Zendesk Sell?
To add sales forecasting data to your deals in Zendesk Sell, you need to set the win likelihood and estimated close date for each deal. These data points help you predict the likelihood of winning a deal and when it might close. You can add this information when creating a new deal or update it later as the deal progresses through the sales pipeline. This flexibility allows you to refine your forecasts based on new information and activities related to the deal.
For more detailed guidance, you can refer to the originalZendesk help article.
More related questions
What is the win likelihood in Zendesk Sell and how do I set it?
Win likelihood in Zendesk Sell is a percentage that estimates the chance of winning a deal at each stage of your sales pipeline. You can set this percentage for each pipeline stage, which applies to all deals in your account. This can be done by a…
Can I use sales forecasting on all Zendesk Sell plans?
Sales forecasting is not available on the lowest Zendesk Sell plan. If you're on a higher plan, you can utilize sales forecasting features to predict future sales and cash flow. This includes setting win likelihood and estimated close dates for…
How does the sales forecasting dashboard in Zendesk Sell work?
The sales forecasting dashboard in Zendesk Sell provides a quick overview of how your forecasts align with your sales goals for the current month. It allows you to access detailed forecasts, modify time periods, and apply filters to focus on…
What reports are available for sales forecasting in Zendesk Sell?
Zendesk Sell offers two main reports for sales forecasting: the Forecasted Sales report and the Forecasted Sales by Source report. The Forecasted Sales report compares your sales forecast to actual sales within a specified time period, helping you…
Can I remove the estimated close date from a deal in Zendesk Sell?
Unfortunately, you cannot remove the estimated close date from a deal in Zendesk Sell, as it is a system field. However, as a workaround, you can set a specific date far in the future, such as 01/01/2100, for deals where you do not want to specify…
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