Viewing the Top Deals Widget on Zendesk Dashboard
How do I view the Top Deals widget on the Zendesk Performance Dashboard?
To view the Top Deals widget on your Zendesk Performance Dashboard, you need to navigate to the Dashboard page and select the My Dashboard tab. If the widget isn't visible, you can add it by clicking on +Widget and selecting the Top Deals widget. This will add it to your dashboard, allowing you to see your top deals based on deal value and a summary of deal totals.
Once added, the widget provides two display options: 'Top Deals from this Smart List' or 'Summary of this Smart List'. You can hover over the top right corner of the widget to switch between these views. For more details, you can click on the widget to access the Top Deals smart list on the Deals page.
More related questions
What are the display options for the Top Deals widget?
The Top Deals widget on the Zendesk Performance Dashboard offers two display options: 'Top Deals from this Smart List' and 'Summary of this Smart List'. These options allow you to view your top deals based on deal value or a summary of deal totals….
How can I customize the Top Deals smart list in Zendesk?
You can customize the Top Deals smart list in Zendesk just like any other smart list. This includes applying filters and changing the sort order to suit your needs. Any changes you make and save will be reflected in the Top Deals widget on your…
What happens if I remove the Top Deals widget from my dashboard?
If you remove the Top Deals widget from your Zendesk Performance Dashboard, the Top Deals smart list will not be deleted. It will remain available in your smart list Working Center, allowing you to access it whenever needed. This ensures that you…
How is the Top Deals smart list created and updated?
The Top Deals smart list is automatically created when you add the Top Deals widget to your Zendesk Performance Dashboard. It is updated in real-time as you customize and filter the smart list, ensuring that you always have the most current…
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