The Loss Reasons by Source report in Zendesk Sell helps you understand why deals are lost based on their sources. This report is available in the Elite version of Sell and provides insights into how many deals were lost to competitors from specific sources, like industry conferences.
The report uses data from deal sources and deal loss reasons that you have added to your deals. It offers both a graph view and a table view, allowing you to see the number and percentage of deals lost, as well as the total sales volume they represent. You can also filter the report by time period, ownership, and tags to get more specific insights. For more details, you can check the originalZendesk help article.
To view the Loss Reasons by Source report in Zendesk Sell, navigate to the Reports page and select Advanced Sales Insights, then choose Loss Reasons by Source. This report is part of the Elite version of Sell. Once there, you can view the data in…
The Loss Reasons by Source report uses data from deal sources and deal loss reasons that you have added to your deals in Zendesk Sell. This data helps you analyze why deals are lost based on their sources. By tracking lead and deal sources, as well…
Yes, you can filter the Loss Reasons by Source report by team member in Zendesk Sell. This feature allows you to view data for a specific team member or compare data between different team members. In addition to filtering by team member, you can…
The Loss Reasons by Source report in Zendesk Sell offers two views: a graph view and a table view. Both views provide insights into deal losses based on their sources. In the graph view, you can see deal sources and loss reasons represented as…