Time to First Action reports in Zendesk Sell provide insights into how quickly your team takes action on new deals. These reports help you understand the time it takes for an email or call to be made to a prospective customer after a deal is created.
There are three types of reports: Time to First Action by Outcome, Time to First Action by Owner, and Time to First Action by Time Buckets. Each report offers different perspectives on team performance and deal management. For more details, check out theoriginal link.
To view Time to First Action reports in Zendesk Sell, navigate to the Reports section. Click on the Success Insights icon, then choose from Time to First Action by Outcome, Time to First Action by Owner, or Time to First Action by Time Buckets….
The Time to First Action by Outcome report displays the average time to first action within a specified period, categorized by deal outcomes such as won, lost, or unqualified. This report allows you to apply filters for specific deal owners, teams,…
The Time to First Action by Owner report helps you compare the average time to first action across all team members. This report is ideal for evaluating individual performance and identifying areas for improvement. You can filter the report by deal…
The Time to First Action by Time Buckets report offers insights into the time taken for first actions using customizable time buckets. You can adjust the view from days to hours or minutes, correlating time with deal outcomes. This report helps you…