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 and Team to tailor the report to your needs. Once you've customized the view to your liking, you can save it for future reference. This flexibility allows you to focus on the most relevant data for your sales strategy.
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….
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…
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…
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…