Customizing the New Deals Report in Zendesk Sell
How can I customize the New Deals report in Zendesk Sell?
You can customize the New Deals report in Zendesk Sell by setting the timeframe and applying various filters. Options include grouping data by criteria like deal owner or deal source. Additionally, you can display the data by deal, volume, or deal value. Custom fields that you've added to deals in your Sell account can also be used as filters. Once you've customized the view to your liking, you can save it for future reference by clicking Save.
More related questions
How can I view the New Deals widget on the Zendesk Performance Dashboard?
To view the New Deals widget on the Zendesk Performance Dashboard, you need to access your dashboard in Sell. Simply click the Dashboard icon on the sidebar, then navigate to the My Dashboard tab, which opens by default. If the New Deals widget…
What information does the New Deals widget provide?
The New Deals widget provides a summary of new deals added within a specified timeframe. It displays either the deal volume, such as the number of deals, or the deal value, which is the total value of those deals. You can customize the view by…
Can I drill down into specific deals in the New Deals widget?
Currently, the New Deals widget provides an overview of all the deals based on the filters you've set, but it does not support drilling down into specific deals directly from the widget. This feature is not available at the moment, but you can…
How do I add the New Deals widget to my Zendesk dashboard?
To add the New Deals widget to your Zendesk dashboard, first navigate to the Dashboard in Sell by clicking the Dashboard icon on the sidebar. Then, go to the My Dashboard tab. If the New Deals widget isn't already there, click the + Widget button…
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