How to Report on Deals & Opportunities - Frequently asked questions
Frequently asked questions
How can I report on signed contracts in Zendesk Sell?
To report on signed contracts in Zendesk Sell, you can use native reporting options or customize your own reports. The Funnel report and the Stage Distribution report are particularly useful for tracking how opportunities are progressing towards…
What reports help understand why deals are lost in Zendesk Sell?
To understand why deals are lost in Zendesk Sell, you can use the Loss Reason by Owner report and the Deal Loss Reasons report. These native reports provide insights into the reasons behind deal losses, helping you identify patterns and areas for…
How can I track the progress of opportunities in Zendesk Sell?
Tracking the progress of opportunities in Zendesk Sell is made easy with the Funnel report and the Stage Distribution report. These reports allow you to monitor how opportunities are advancing towards a signed contract and pinpoint any stages…
How can I customize reports in Zendesk Sell?
Customizing reports in Zendesk Sell involves building your own Deal smart list reports and adding columns of your custom fields. This customization allows you to tailor reports to your specific needs, providing a more detailed view of deal…
What are some examples of Deal smart list reports in Zendesk Sell?
Examples of Deal smart list reports in Zendesk Sell include 'Deals closing this month', 'My deal pipeline', and 'Viewing stagnant deals'. These smart list recipes help you focus on specific aspects of your sales pipeline, such as upcoming deal…
Interested indeflectingover 70% of your Zendesk support tickets?
Zendesk Support Tickets
Zendesk Messaging (live chat)
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.”
Zeffy
“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.”
Freecash
“We needed an AI agent integrated within our current tools. My AskAI was the only solution that wasn't going to disrupt our operations.”
Zeffy
“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.”
Freecash
Reduce support costs.Spend more time on customer success.
