How to Report in Zendesk Sell - Frequently asked questions
Frequently asked questions
What types of reports are available in Zendesk Sell?
Zendesk Sell offers a variety of reports to help you analyze your sales pipeline and performance. These reports include data on total sales, sales funnel stages, deal sources, and team performance. Depending on your Sell plan, you can access…
How can I include my team in Zendesk Sell reports?
As a topmost manager in Zendesk Sell, you can include your team in filters and reports by selecting the 'Include team in filters and reports' checkbox. This option is only visible to topmost managers, allowing you to view comprehensive data that…
What is the Performance Dashboard in Zendesk Sell?
The Performance Dashboard in Zendesk Sell provides a detailed overview of your sales performance through various widgets and reports. It includes insights into revenue, new deals, and sales goals, helping you track progress and make informed…
What are the advanced sales insights available in the Enterprise plan?
The Enterprise plan in Zendesk Sell offers advanced sales insights, providing deeper analysis of your sales data. These insights include stage duration analysis, deal source performance, and loss reasons by owner or source. Additionally, you can…
How can I track sales goals in Zendesk Sell?
In Zendesk Sell, you can track sales goals using specific reports and widgets available in higher-tier plans. These tools provide a summary of your performance toward defined sales goals, including won deals goals. The Revenue Goal Attainment…
Can I customize the time period for reports in Zendesk Sell?
Yes, you can customize the time period for reports in Zendesk Sell to suit your analysis needs. For example, the 'Time to first action' report allows customization of time periods using time buckets, which can be adjusted from the default…
What is the Pipeline Coverage widget in Zendesk Sell?
The Pipeline Coverage widget in Zendesk Sell provides a quick insight into whether you need to bring more deals into your pipeline to meet revenue goals. This widget is part of the Performance Dashboard and is available in higher-tier plans. It…
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“We needed an AI agent integrated within our current tools. My AskAI was the only solution that wasn't going to disrupt our operations.”
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“At the end of last year I was given the challenge - how can we provide the same or better service, without hiring anyone?”
Zinc
“My AskAI blew everybody else out of the water. It made the selection process very easy for us.”
Customer.io($50M+ ARR)
“It now resolves 71% of queries (over 35,000 every month), meaning more time solving complex issues and improving UX.”
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