The Total Incoming Deals report shows the deals that were created during a specified time period. This report is useful for tracking the effectiveness of your marketing efforts by analyzing the number of deals initiated.
You can view this data in a graph format, which can be stacked, expanded, or cumulative, or in a table format. The report allows you to see the total number of deals by team member, providing a clear picture of individual contributions to the overall sales efforts.
To view the Total Incoming Deals report in Zendesk Sell, navigate to the Reports page and select Marketing Effectiveness, then choose Total Incoming Deals. This report provides insights into the deals created within a specified time period. The…
Yes, you can filter the Total Incoming Deals report by team, group, or specific users. This allows you to tailor the report to show only the data relevant to your needs. Additionally, you can apply filters by tags, which helps in narrowing down the…
You can define a different time period for the Total Incoming Deals report to suit your analysis needs. This feature allows you to focus on specific time frames, whether you're looking at daily, weekly, monthly, or custom periods. Adjusting the…
The Total Incoming Deals report offers two main views: graph view and table view. The graph view can display data as stacked, expanded, or cumulative, providing a visual representation of deal creation over time. In the table view, the same data is…