Using the Loss Reasons by Owner Report in Zendesk Sell
How can I use the Loss Reasons by Owner report in Zendesk Sell?
The Loss Reasons by Owner report in Zendesk Sell helps you analyze lost deals by team member. You can see how many deals each team member has lost and the reasons for those losses. This report is useful for understanding individual performance and comparing team members.
To access the report, go to the Reports page and select Advanced Sales Insights > Loss Reasons by Owner. The report offers both a graph and table view, showing team members' performance in different loss categories. You can hover over loss reason bubbles for detailed insights, such as the number and percentage of deals lost. Additionally, you can filter the report by time period, ownership, or tags to focus on specific data. For more details, visit theoriginal link.
More related questions
What insights can I gain from the Loss Reasons by Owner report?
The Loss Reasons by Owner report provides insights into the performance of your sales team by showing how many deals each member has lost and the reasons behind those losses. This can help you identify patterns and areas for improvement. The report…
How do I filter data in the Loss Reasons by Owner report?
Filtering data in the Loss Reasons by Owner report allows you to focus on specific team members or time periods. This customization helps you analyze the data that matters most to your sales strategy. You can define a different time period to view…
What are the different views available in the Loss Reasons by Owner report?
The Loss Reasons by Owner report offers both a graph view and a table view, each providing unique insights into your sales data. These views help you understand the performance of your sales team in different ways. In the graph view, team members…
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