Using the Performance Dashboard in Sell - Frequently asked questions
Frequently asked questions
How can I access the Performance Dashboard in Zendesk Sell?
To access the Performance Dashboard in Zendesk Sell, simply click the Dashboard icon within the Sell interface. This dashboard is a powerful tool that allows you to monitor sales performance goals, deal activity, and other pipeline management…
What widgets are available on the Zendesk Sell Performance Dashboard?
The Zendesk Sell Performance Dashboard offers a variety of widgets to help you track different aspects of your sales process. There are 10 types of widgets available, including Revenue, Forecast, New Deals, Active Deals, Pipeline Coverage, Revenue…
How can I customize the widgets on my Zendesk Sell Performance Dashboard?
Customizing your widgets on the Zendesk Sell Performance Dashboard is easy and flexible. You can add, remove, resize, and reorganize widgets to suit your needs. To add a widget, click '+Widget' on your dashboard. To remove one, hover over it and…
Can I filter the data in my Zendesk Sell Performance Dashboard widgets?
Yes, you can filter the data in your Zendesk Sell Performance Dashboard widgets to tailor the information to your needs. Many widgets allow you to modify the view by changing the timeframe or applying filters such as Owner, Team, Pipeline, and Deal…
What is the Activity Feed in the Zendesk Sell Performance Dashboard?
The Activity Feed in the Zendesk Sell Performance Dashboard provides a real-time view of activities within your Sell account. You can filter the feed to display activities for everyone or specific teams, groups, or individuals, including yourself….
How do I manage my tasks and appointments using the Zendesk Sell Performance Dashboard?
The Zendesk Sell Performance Dashboard includes Tasks and Appointments widgets to help you manage your schedule effectively. The Tasks widget displays your tasks ordered by due date, while the Appointments widget shows your upcoming appointments….
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