Customizing Reports in Zendesk Sell
How can I customize reports in Zendesk Sell?
Customizing reports in Zendesk Sell involves building your own Deal smart list reports and adding columns of your custom fields.
This customization allows you to tailor reports to your specific needs, providing a more detailed view of deal progression and performance. By reflecting on your sales process and identifying key areas for reporting, you can create effective custom reports that enhance your sales analysis.
More related questions
How can I report on signed contracts in Zendesk Sell?
To report on signed contracts in Zendesk Sell, you can use native reporting options or customize your own reports. The Funnel report and the Stage Distribution report are particularly useful for tracking how opportunities are progressing towards a…
What reports help understand why deals are lost in Zendesk Sell?
To understand why deals are lost in Zendesk Sell, you can use the Loss Reason by Owner report and the Deal Loss Reasons report. These native reports provide insights into the reasons behind deal losses, helping you identify patterns and areas for…
How can I track the progress of opportunities in Zendesk Sell?
Tracking the progress of opportunities in Zendesk Sell is made easy with the Funnel report and the Stage Distribution report. These reports allow you to monitor how opportunities are advancing towards a signed contract and pinpoint any stages where…
What are some examples of Deal smart list reports in Zendesk Sell?
Examples of Deal smart list reports in Zendesk Sell include 'Deals closing this month', 'My deal pipeline', and 'Viewing stagnant deals'. These smart list recipes help you focus on specific aspects of your sales pipeline, such as upcoming deal…
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