Tracking Sales Goal Performance in Zendesk Sell
Can I track sales goal performance in Zendesk Sell?
Yes, you can track sales goal performance in Zendesk Sell using the Revenue Goal Attainment widget and reports. These tools help you monitor individual, team, and group performance.
The Revenue Goal Attainment widget on your Sell dashboard provides a summary of your progress towards a revenue goal. You can click into the summary for a detailed view, filtering by time period, team members, and teams. Additionally, the Sales Goals and Won Deals Goals reports on the Reports page under Goals offer insights into your progress. Green indicates goal achievements, while red shows you're falling behind.
For more information, visit theZendesk help page.
More related questions
How do I set sales performance goals in Zendesk Sell?
To set sales performance goals in Zendesk Sell, you need to define targets for Sales Revenue and Won Deals. Admins can set goals for everyone, while non-admins can set goals for themselves and their subordinates. To enable these goals, click the…
Is it possible to set company-wide sales goals in Zendesk Sell?
Currently, setting company-wide sales goals in Zendesk Sell is not possible. Sales goals can only be defined for individual performance by admins or for themselves and their subordinates by non-admins. If you wish to suggest this feature for future…
Can I add a second set of sales goals in Zendesk Sell?
Adding a second set of sales goals in Zendesk Sell is currently not possible. The platform only supports one set of goals for Sales Revenue and Won Deals. If your sales team works with different business units or categories, you might find this…
How can I change the resolution period for sales goals in Zendesk Sell?
To change the resolution period for sales goals in Zendesk Sell, you need to access the Sales Goals settings. By default, the resolution period is set to monthly. To modify it, click Change Period, select a new period, and then click Next. Be aware…
Can I integrate sales goals with Zendesk Explore for custom reports?
Unfortunately, sales goals are not part of the metrics and attributes available in Zendesk Explore. This means you cannot directly integrate sales goals into custom reports in Explore. You can only access sales goals through the default Sell…
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