Filtering Forecasted Sales Report by Users or Teams
Learn how to filter the Forecasted Sales report in Zendesk Sell by specific users, teams, or groups for targeted analysis.
Can I filter the Forecasted Sales report by specific users or teams?
Yes, you can filter the Forecasted Sales report by specific users, teams, or groups. This feature allows you to narrow down the data to focus on particular segments of your sales force.
Additionally, you can apply filters based on tags, which can help in analyzing sales data more effectively by categorizing it according to your business needs.
More related questions
How do I access the Forecasted Sales report in Zendesk Sell?
To access the Forecasted Sales report, navigate to the Reports page and select Sales Performance, then choose Forecasted Sales. This report allows you to compare your sales forecast with your actual sales over a specified time period. By default,…
What is the default time period for the Forecasted Sales report?
The default time period for the Forecasted Sales report is the current month. This means when you first open the report, it will automatically display data for the ongoing month. However, you have the flexibility to change this time period to…
Is there a table view available for the Forecasted Sales report?
Yes, there is a table view available for the Forecasted Sales report. This view presents the same data in a tabular format, making it easier to analyze and compare different data points. Switching to the table view can be particularly useful if you…
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