The Revenue Goal Attainment widget in Zendesk Sell is a tool that provides a summary of your progress towards achieving revenue goals within a specific timeframe. It shows the percentage of your sales goals that have been met through won deals.
This widget is part of the Performance Dashboard and can be customized to show data for different timeframes, such as This Month or Last Month. You can also group the data by criteria like deal owner or deal source, and apply filters for a more tailored view. To learn more, visit theoriginal link.
To view your revenue goal attainment in Zendesk Sell, you can use the Performance Dashboard widget. This widget provides a quick overview of how well you're doing in achieving your revenue goals for a specific period. For instance, it might show…
Customizing the Revenue Goal Attainment report in Zendesk Sell allows you to tailor the data to your specific needs. You can set the timeframe for the report, such as This Month or Last Month, and group the data by criteria like deal owner or deal…
Yes, you can save a customized view of the Revenue Goal Attainment data in Zendesk Sell. After setting your preferred timeframe and applying any necessary filters or groupings, simply click the Save button. This feature allows you to easily access…
Adding the Revenue Goal Attainment widget to your dashboard in Zendesk Sell is a straightforward process. First, navigate to the Sell sidebar and click the Dashboard icon. Then, open the My Dashboard tab. If the widget isn't already visible, you…