Filtering Data in Zendesk's Forecasted Sales Report
How can I filter data in the Forecasted Sales by Source report?
In the Forecasted Sales by Source report, you can apply filters to narrow down the data to specific teams, groups, or users. Additionally, you can filter by tags to further refine your analysis.
These filtering options allow you to focus on the most relevant data, making it easier to draw insights and make strategic decisions based on the performance of different segments within your organization.
More related questions
What is the Forecasted Sales by Source report in Zendesk?
The Forecasted Sales by Source report in Zendesk helps you understand where your forecasted sales are coming from over a specific time period. It breaks down the sources of your deals, such as your website, referrals, or sales prospecting. This…
How can I view the Forecasted Sales by Source report in Zendesk?
To view the Forecasted Sales by Source report in Zendesk, navigate to the Reports page and select Sales Performance > Forecasted Sales by Source. This will give you access to the report. The report offers two views: a graph view for a visual…
What are the different views available in the Forecasted Sales by Source report?
The Forecasted Sales by Source report offers two views: a graph view and a table view. Each view provides a different way to analyze your data. The graph view gives you a visual representation of your forecasted sales by source, with segments…
Can I customize the time period in the Forecasted Sales by Source report?
Yes, you can customize the time period in the Forecasted Sales by Source report. By default, the report shows data for the current month, but you can adjust this to fit your needs. This flexibility allows you to analyze sales data over different…
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