View Revenue Goal Attainment in Zendesk Sell
How can I view my revenue goal attainment in Zendesk Sell?
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 that you're currently achieving 42% of your monthly revenue goals.
To access this widget, go to the Sell sidebar and click the Dashboard icon. Then, open the My Dashboard tab. If the Revenue Goal Attainment widget isn't visible, you can add it by clicking +Widget and selecting it. Once added, clicking the widget will display a summary of your revenue goal attainment report. For more details, you can click into the report to see won deals compared to sales goals and modify the timeframe or apply filters.
More related questions
What is the Revenue Goal Attainment widget in Zendesk Sell?
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….
How do I customize the Revenue Goal Attainment report in Zendesk Sell?
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…
Can I save a customized view of the Revenue Goal Attainment data?
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…
How do I add the Revenue Goal Attainment widget to my dashboard?
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…
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