Filtering the Deal Source Performance Report
Can I filter the Deal Source Performance report by time period or team member?
Yes, you can filter the Deal Source Performance report by time period and team member. This flexibility allows you to view data for a specific time frame or focus on the performance of individual team members. Additionally, you can apply filters to select specific deal sources and tags, enabling a more tailored analysis of your team's performance.
More related questions
How can I access the Deal Source Performance report in Zendesk Sell?
To access the Deal Source Performance report, navigate to the Reports page in Zendesk Sell. From there, select Advanced Sales Insights and then choose Deal Source Performance. This report allows you to analyze how well your team members, teams, or…
What information does the Deal Source Performance report provide?
The Deal Source Performance report provides insights into how well your team members are performing in winning deals from different sources. It lists team members with active and won deals, showing their performance across various deal sources. By…
How can I compare team members' performance using the Deal Source Performance report?
To compare team members' performance using the Deal Source Performance report, you can switch between the graph and table views. Both views provide a detailed breakdown of each team member's performance across different deal sources. You can also…
What is the purpose of the Deal Source Performance report in Zendesk Sell?
The purpose of the Deal Source Performance report in Zendesk Sell is to help you analyze how well your team is performing in winning deals from different sources. By providing insights into individual and team performance, this report allows you to…
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