How to Use Deal Sources Report - Frequently asked questions
Discover answers to common questions about using the Deal Sources report in Zendesk. Learn how to analyze data, customize reports, and more.
Frequently asked questions
How can I access the Deal Sources report in Zendesk Sell?
To access the Deal Sources report in Zendesk Sell, navigate to the Reports page and select Marketing Effectiveness, then choose Deal Sources. This report helps you understand where your deals are coming from, such as your website, referrals, or…
What views are available in the Deal Sources report?
The Deal Sources report in Zendesk Sell offers two views: a graph view and a table view. These views help you analyze the sources of your deals over a specified time period. The graph view provides a visual representation, showing the total number…
Can I customize the time period in the Deal Sources report?
Yes, you can customize the time period in the Deal Sources report to suit your needs. By default, the report shows data for the current month, but you can adjust this to view data for different time frames. This flexibility allows you to analyze…
How can I filter data in the Deal Sources report?
Filtering data in the Deal Sources report is straightforward and allows you to tailor the information to your specific needs. You can filter the report by the stage of the deals, such as Won or Lost, or by teams, groups, or specific users….
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