Customize Revenue Goal Attainment Report in Zendesk
How do I customize the Revenue Goal Attainment report in Zendesk Sell?
Customizing the Revenue Goal Attainment report in Zendesk Sell allows you to tailor the data to your specific needs. You can set the timeframe for the report, such as This Month or Last Month, and group the data by criteria like deal owner or deal source.
Additionally, you can apply filters such as Owner and Team to refine the report further. Once you've customized the view to your liking, you can save it for future reference. This flexibility helps you focus on the most relevant data for your sales goals.
More related questions
How can I view my revenue goal attainment in Zendesk Sell?
To view your revenue goal attainment in Zendesk Sell, you can use the Performance Dashboard widget. This widget provides a quick overview of how well you're doing in achieving your revenue goals for a specific period. For instance, it might show…
What is the Revenue Goal Attainment widget in Zendesk Sell?
The Revenue Goal Attainment widget in Zendesk Sell is a tool that provides a summary of your progress towards achieving revenue goals within a specific timeframe. It shows the percentage of your sales goals that have been met through won deals….
Can I save a customized view of the Revenue Goal Attainment data?
Yes, you can save a customized view of the Revenue Goal Attainment data in Zendesk Sell. After setting your preferred timeframe and applying any necessary filters or groupings, simply click the Save button. This feature allows you to easily access…
How do I add the Revenue Goal Attainment widget to my dashboard?
Adding the Revenue Goal Attainment widget to your dashboard in Zendesk Sell is a straightforward process. First, navigate to the Sell sidebar and click the Dashboard icon. Then, open the My Dashboard tab. If the widget isn't already visible, you…
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