How to Use Sell Reports - Frequently asked questions
Frequently asked questions
How can I track sales performance by deal owners in Zendesk Sell?
You can track sales performance by deal owners using the Sales by Owner report. This report allows you to view the sales performance of individual deal owners, helping you to identify top performers and areas for improvement. To access this report,…
What is the Stage Conversion by Owner report in Zendesk Sell?
The Stage Conversion by Owner report is part of the Advanced Sales Insights in Zendesk Sell. It provides insights into how deals are progressing through different stages of the sales pipeline, broken down by deal owner. This report helps you…
How do I use the Performance Dashboard in Zendesk Sell?
The Performance Dashboard in Zendesk Sell provides a set of widgets that help you monitor various aspects of your sales performance. These widgets include insights into revenue, forecasts, new deals, and more. By using the Performance Dashboard,…
What insights does the Deal Loss Reasons report provide in Zendesk Sell?
The Deal Loss Reasons report in Zendesk Sell gives you a quick view of the deals that were lost and the reasons behind their loss. This report is crucial for understanding common obstacles in your sales process and identifying areas for…
How can I evaluate deal sources in Zendesk Sell?
The Deal Sources report in Zendesk Sell shows you the origins of your deals within a specified time period. This report helps you identify which sources are most effective in generating deals, allowing you to focus your efforts on the most…
What does the Forecasted Sales report show in Zendesk Sell?
The Forecasted Sales report in Zendesk Sell provides a comparison between your sales forecast and actual sales performance. This report is essential for assessing the accuracy of your sales predictions and making necessary adjustments to your sales…
How can I track sales by customer in Zendesk Sell?
The Sales by Customer report in Zendesk Sell allows you to view your sales performance segmented by customer over a given time period. This report helps you identify key customers and understand their buying patterns, enabling you to tailor your…
What is the purpose of the Funnel report in Zendesk Sell?
The Funnel report in Zendesk Sell helps you analyze lead and deal progression through the sales pipeline. It provides insights into how leads are moving through different stages and where they might be getting stuck. By understanding the flow of…
How do Stage Duration reports benefit my sales process in Zendesk Sell?
Stage Duration reports in Zendesk Sell provide insights into how quickly and efficiently deals are moving through each stage of the sales pipeline. These reports help you identify stages where deals are spending too much time, allowing you to…
What information does the Total Sales report provide in Zendesk Sell?
The Total Sales report in Zendesk Sell offers a comprehensive overview of your total sales, segmented by owner, source, and customer. This report is valuable for understanding overall sales performance and identifying trends across different…
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