Viewing the Pipeline Development Report - Frequently asked questions
Discover answers to common questions about viewing the Pipeline Development report in Zendesk. Learn how to access, interpret, and utilize this report effectively.
Frequently asked questions
How can I view the Pipeline Development report in Zendesk Sell?
To view the Pipeline Development report in Zendesk Sell, navigate to the Reports page and select Pipeline Analysis, then choose Pipeline Development. This report allows you to quickly see your deals and their respective pipeline stages. By…
What information does the Pipeline Development report provide?
The Pipeline Development report provides a detailed view of your deals and their current pipeline stages. It includes the number of deals, their value, and a percentage-based distribution of deals between stages. This report is useful for…
Can I filter the Pipeline Development report by specific criteria?
Yes, you can filter the Pipeline Development report by various criteria to tailor the data to your needs. You can define a specific time period and apply filters to view data for particular teams, groups, or users. Additionally, you can filter the…
Is it possible to export the Pipeline Development report from Zendesk Sell?
Currently, the Pipeline Development report in Zendesk Sell cannot be exported. This is a limitation of the native report feature. If exporting is important to you, consider providing feedback to the Zendesk product team to highlight its impact….
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“At the end of last year I was given the challenge - how can we provide the same or better service, without hiring anyone?”
“Since implementing My AskAI, the AI agent has deflected at least 68% of all customer queries. This has allowed us to get our average human response time down to under 60 seconds. A goal we've had for the last 6 months and finally achieved now with My AskAI.”
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