Understanding the Deal Loss Reasons Report in Zendesk
What information does the Deal Loss Reasons report provide?
The Deal Loss Reasons report provides a visual and tabular representation of the reasons why deals were lost. It shows the total number of lost deals flagged with each loss reason and the percentage of those deals compared to the total number of lost deals.
This report helps you quickly identify patterns or common reasons for deal losses, enabling you to make informed decisions to improve sales strategies. You can view this data for a specific time period and apply filters to focus on particular teams, groups, or users.
More related questions
How can I access the Deal Loss Reasons report in Zendesk Sell?
To access the Deal Loss Reasons report in Zendesk Sell, navigate to the Reports page and select Sales Performance, then choose Deal Loss Reasons. This report provides insights into why deals were lost by showing the reasons assigned when deals were…
Can I customize the time period in the Deal Loss Reasons report?
Yes, you can customize the time period in the Deal Loss Reasons report. By default, the report shows data for the current month, but you have the flexibility to define a different time period to suit your needs. This customization allows you to…
How can I filter data in the Deal Loss Reasons report?
You can filter data in the Deal Loss Reasons report by teams, groups, specific users, and tags. This feature allows you to narrow down the data to focus on particular segments of your sales process. By applying these filters, you can gain more…
What are the different views available in the Deal Loss Reasons report?
The Deal Loss Reasons report offers two different views: a graph view and a table view. The graph view provides a visual representation of the deal loss reasons, making it easy to see patterns and trends at a glance. The table view presents the…
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