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 improvement. By analyzing these reports, you can gain a clearer understanding of the factors contributing to unsuccessful deals and make informed decisions to enhance your sales strategy.
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 a…
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 where…
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…
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…