Views Available in Loss Reasons by Source Report
What views are available in the Loss Reasons by Source report?
The Loss Reasons by Source report in Zendesk Sell offers two views: a graph view and a table view. Both views provide insights into deal losses based on their sources.
In the graph view, you can see deal sources and loss reasons represented as bubbles, with details on the number and percentage of deals lost. The table view presents the same data in a structured format, making it easier to analyze and compare. These views help you understand the reasons behind deal losses and make data-driven decisions to improve sales outcomes.
More related questions
What is the Loss Reasons by Source report in Zendesk Sell?
The Loss Reasons by Source report in Zendesk Sell helps you understand why deals are lost based on their sources. This report is available in the Elite version of Sell and provides insights into how many deals were lost to competitors from specific…
How can I view the Loss Reasons by Source report in Zendesk Sell?
To view the Loss Reasons by Source report in Zendesk Sell, navigate to the Reports page and select Advanced Sales Insights, then choose Loss Reasons by Source. This report is part of the Elite version of Sell. Once there, you can view the data in…
What data is used in the Loss Reasons by Source report?
The Loss Reasons by Source report uses data from deal sources and deal loss reasons that you have added to your deals in Zendesk Sell. This data helps you analyze why deals are lost based on their sources. By tracking lead and deal sources, as well…
Can I filter the Loss Reasons by Source report by team member?
Yes, you can filter the Loss Reasons by Source report by team member in Zendesk Sell. This feature allows you to view data for a specific team member or compare data between different team members. In addition to filtering by team member, you can…
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