Customizing Your Active Deals Report in Zendesk Sell
Learn how to customize your Active Deals report in Zendesk Sell by setting timeframes, grouping data, and applying filters.
How do I customize the view of my Active Deals report?
Customizing the view of your Active Deals report in Zendesk Sell is straightforward.
You can set the timeframe to options like This Month, Last Month, or Yesterday, and group the data by criteria such as deal owner or deal source. Additionally, you can choose to display the data by deal volume or value and apply filters, including custom fields you've added to your deals.
More related questions
What is the Active Deals widget in Zendesk Sell?
The Active Deals widget provides a summary of your active deals in Zendesk Sell. These are deals that are not marked as Won, Lost, or Unqualified. By clicking into the Active Deals report, you can customize your view by deal source, pipeline, or…
How can I add the Active Deals widget to my Zendesk Sell dashboard?
You can easily add the Active Deals widget to your Zendesk Sell dashboard by following a few simple steps. First, click the Dashboard icon on the sidebar and select the My Dashboard tab, which opens by default. If the Active Deals widget isn't…
Can I save a customized view of my Active Deals data?
Yes, you can save a customized view of your Active Deals data in Zendesk Sell. After you've tailored the data to your preferences by setting timeframes, grouping, and applying filters, simply click Save. This will preserve your customized view,…
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