Filtering Sales by Customer Report by Teams or Users
Find out how to filter the Sales by Customer report by teams, groups, or specific users to focus on targeted data.
Can I filter the Sales by Customer report by teams or users?
Yes, you can filter the Sales by Customer report by teams, groups, or specific users. This feature allows you to narrow down the data to focus on particular segments of your sales team or individual performance.
More related questions
How can I view the Sales by Customer report in Zendesk?
To view the Sales by Customer report in Zendesk, navigate to the Reports page and select Sales Performance, then choose Sales by Customer. This report provides insights into your sales by customer over a specified time period, helping you track…
What are the different views available in the Sales by Customer report?
The Sales by Customer report offers two views: graph view and table view. The graph view provides a visual representation of sales by customer, while the table view presents the same data in a tabular format. Both views help you analyze sales data…
How can I customize the time period in the Sales by Customer report?
You can customize the time period in the Sales by Customer report by selecting a different time frame than the default current month. This allows you to analyze sales data for specific periods that are relevant to your business needs.
Is it possible to filter the Sales by Customer report using tags?
Absolutely, you can filter the Sales by Customer report using tags. This functionality helps you categorize and view sales data based on specific tags, making it easier to analyze and manage your sales information.
Interested indeflectingover 70% of your Zendesk support tickets?
Our AI customer support agent is here to help. Trained on all your help docs, installed directly into your Zendesk account, it can be used to automate customer replies for tickets or live chat. Learn more below.
Zendesk Support Tickets
Receive new tickets by email or a support form? This integration is for you.
Learn about our Zendesk ticket integration
Zendesk Messaging (live chat)
Using Zendesk's Messaging widget on your site for live chat? This integration is for you.
Learn about our Zendesk Messaging integration
Join1,000+ companies reducing their support costs and freeing up support agents for more important work
“We needed an AI agent integrated within our current tools. My AskAI was the only solution that wasn't going to disrupt our operations.”
“Our company is growing very rapidly, and we were receiving a lot of support requests. And our team was spending a huge amount of time on them. Now, our AI agent is resolving 84% of customer support conversations.”
Ella Roy Customer Success Manager
Zeffy
Zeffy
Read Zeffy's case study
“At the end of last year I was given the challenge - how can we provide the same or better service, without hiring anyone?”
“Since implementing My AskAI, the AI agent has deflected at least 68% of all customer queries. This has allowed us to get our average human response time down to under 60 seconds. A goal we've had for the last 6 months and finally achieved now with My AskAI.”
Conrad Jones CX and Service Leader
Zinc
Zinc
Read Zinc's case study
“My AskAI blew everybody else out of the water. It made the selection process very easy for us.”
"My AskAI’s Zendesk integration is saving our support agents over 35 hours per week. A massive win for the team and mitigating hundreds of hours of combined waiting time for customers. We are very pleased with the results — which have allowed us to reinvest bandwidth into other strategic areas."
Natalie Onions VP of Customer Experience
Customer.io($50M+ ARR)
Customer.io($50M+ ARR)
Read Customer.io's case study
“It now resolves 71% of queries (over 35,000 every month), meaning more time solving complex issues and improving UX.”
"My AskAI's Intercom integration stood out not only because of its impressive answer accuracy but also because of how well it worked within our existing Intercom setup. The combination of precision and effortless setup made it invaluable."
Howard Blick Customer Service Team Lead
Freecash
Freecash
Read FreeCash's case study
“We needed an AI agent integrated within our current tools. My AskAI was the only solution that wasn't going to disrupt our operations.”
“Our company is growing very rapidly, and we were receiving a lot of support requests. And our team was spending a huge amount of time on them. Now, our AI agent is resolving 84% of customer support conversations.”
Ella Roy Customer Success Manager
Zeffy
Zeffy
Read Zeffy's case study
“At the end of last year I was given the challenge - how can we provide the same or better service, without hiring anyone?”
“Since implementing My AskAI, the AI agent has deflected at least 68% of all customer queries. This has allowed us to get our average human response time down to under 60 seconds. A goal we've had for the last 6 months and finally achieved now with My AskAI.”
Conrad Jones CX and Service Leader
Zinc
Zinc
Read Zinc's case study
“My AskAI blew everybody else out of the water. It made the selection process very easy for us.”
"My AskAI’s Zendesk integration is saving our support agents over 35 hours per week. A massive win for the team and mitigating hundreds of hours of combined waiting time for customers. We are very pleased with the results — which have allowed us to reinvest bandwidth into other strategic areas."
Natalie Onions VP of Customer Experience
Customer.io($50M+ ARR)
Customer.io($50M+ ARR)
Read Customer.io's case study
“It now resolves 71% of queries (over 35,000 every month), meaning more time solving complex issues and improving UX.”
"My AskAI's Intercom integration stood out not only because of its impressive answer accuracy but also because of how well it worked within our existing Intercom setup. The combination of precision and effortless setup made it invaluable."
Howard Blick Customer Service Team Lead
Freecash
Freecash
Read FreeCash's case study
Reduce support costs.Spend more time on customer success.
Our AI customer support agents are already used by 👇
