Understanding the Total Sales Report in Zendesk Sell
What is the Total Sales report in Zendesk Sell?
The Total Sales report in Zendesk Sell is a comprehensive overview of your total sales segmented by various categories. It provides a quick view of your sales within a given time period, segmented by owner, source, customer, team, and product.
This report can be viewed in both graph and table formats, allowing you to see detailed sales data and even export it if needed. You can also customize the report by defining different time periods and applying filters to focus on specific teams, groups, or users. For more details, check out theoriginal link.
More related questions
How can I view the Total Sales report in Zendesk Sell?
To view the Total Sales report in Zendesk Sell, navigate to the Reports page and select Sales Performance, then choose Total Sales. This will provide you with a graph view that visually represents your sales by categories such as owner, source,…
What are the different views available in the Total Sales report?
The Total Sales report offers both graph and table views to help you analyze your sales data effectively. In the graph view, you can see a visual representation of your sales segmented by categories like owner, source, customer, team, and product….
Can I customize the time period in the Total Sales report?
Yes, you can customize the time period in the Total Sales report to suit your needs. This flexibility allows you to focus on specific time frames and gain insights into your sales performance over different periods. Additionally, you can apply…
How can I filter data in the Total Sales report?
Filtering data in the Total Sales report is easy and allows you to focus on specific aspects of your sales data. You can add filters to view only certain teams, groups, or specific users. Additionally, you can filter by tags to further refine the…
Can I export the Total Sales report?
Yes, you can export the Total Sales report when viewing it in table format. Exporting the report allows you to share and analyze the data outside of Zendesk Sell. However, keep in mind that permission to export can be configured, so you may need to…
What is the default number of deals shown in the Total Sales report?
In the table view of the Total Sales report, the default number of deals shown is 24. These represent the total value of deals for the top 24 sales accounts. Any additional deals are grouped under 'Other,' and the reports for these deals include…
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