Note:Touse these metrics and attributesin custom reporting, you need a Zendesk Explore Professional or Enterprise plan. Accounts on theExplore Lite planhave access to a subset of these metrics and attributes throughprebuilt dashboardsonly.
Use this article to discover the metrics and attributes you can use to build Explore reports based on your usage of Zendesk Sell. These datasets are also used for the Sell prebuilt dashboards (seeOverview of the Zendesk Sell dashboard).
For more information about how to create reports with Explore, seeCreating reports.
This article contains the following topics:
Sell dataset
The Sell dataset contains metrics and attributes that relate to your Zendesk Sell sales pipeline. This section lists all the available elements for the dataset, and contains the following topics:
This section contains the following topics:
Sell metrics
This section lists and defines all of the available Sell metrics.
| Metric | Definition | Calculation |
|---|---|---|
| leads | The total number of leads created in Sell. | COUNT_D(Lead ID) |
| Deals | The total number of deals created in Sell. | COUNT_D(Deal ID) |
| Deal win likelihood | The win likelihood for each of your deals (seeSales forecasting your deals). | [Deals win likelihood] |
| Pending forecast (unweighted) | A forecast of pending deals, based only on their value | If([Deal stage] = "Won") then 0 else VALUE(Deals value) ENDIF |
| Pending forecast | A forecast of pending deals weighted by win likelihood (seeSales forecasting your deals). | If([Deal stage] = "Won") then 0 else VALUE(Deals value) * VALUE(Deals win likelihood) ENDIF |
| Won deal value | Value of the won deal, calculated in account’s currency | If([Deal stage] = "Won") then VALUE(Deal value) else 0 ENDIF |
| Won deal value in account currency | Value of the won deal, calculated in local deal’s currency. Helpful if using multiple currencies on the account | |
| Deal value | Value of the deal created in Sell, calculated in account’s currency | |
| 在交易货币的交易价值 | Value of the deal created in Sell, calculated in local deal’s currency. Helpful if using multiple currencies on the account | |
| Contacts | The total number of contacts you have in Sell. | COUNT_D(Contact ID) |
Sell attributes
This section lists and defines the following Sell attributes:
| Attribute | Definition |
|---|---|
| lead name | The name of each lead. |
| lead ID | The unique identifier of each lead. |
| lead creator groups | The groups that the lead creator is a member of. |
| lead creator group IDs | The unique ID of the groups that the lead creator is a member of. |
| lead creator teams | The teams that the lead creator is a member of. |
| lead creator team IDs | The unique ID of the teams that the lead creator is a member of. |
| lead owner groups | The groups that the lead owner is a member of. |
| lead owner group IDs | The unique ID of the groups that the lead owner is a member of. |
| lead owner teams | The teams that the lead owner is a member of. |
| lead owner team IDs | The unique ID of the teams that the lead owner is a member of. |
| lead tags | Tags associated with each lead. For important information about filtering reports using tags, seeReporting on ticket tags using filters. |
| lead tag IDs | The unique IDs associated with each tag. For important information about filtering reports using tags, seeReporting on ticket tags using filters. |
| lead creator | The name of the person who created the lead in Sell. |
| lead creator ID | The unique ID of the person who created the lead in Sell. |
| lead status position in leads funnel | The status position in the leads pipeline of each lead, calculated in a way to run in a funnel report. |
| lead status in leads funnel | The status of each lead, calculated in a way to run in a funnel report. |
| lead industry | The industry that the lead works in. |
| lead organization name | The name of the organization associated with each lead. |
| lead owner | The owner of each lead. |
| lead owner ID | The unique ID of the owner of each lead. |
| lead previous status | The previous status of each lead, before the current one. |
| lead previous status ID | The unique ID of the previous status of each lead, before the current one. |
| lead source | The source of each lead, for example, direct contact, referral, trade show, and more. |
| lead source ID | The unique ID of the source of each lead, for example, direct contact, referral, trade show, and more. |
| lead status | The status of each lead, for example, new, unqualified, and more. |
| lead status ID | The unique ID of the status of each lead, for example, new, unqualified, and more. |
| lead title | The title of each lead, for example, VP of Sales, CEO, and more. |
| lead unqualified reason | The reason why a particular lead wasn't qualified. |
| Time - Lead converted | Includes several attributes that return the time when a lead was converted into a deal. |
| Time - Lead created | Includes several attributes that return the time when a lead was created. |
| Time - Lead updated | Includes several attributes that return the time when a lead was updated. |
| Time - Lead status changed | Includes several attributes that return the time when a lead status was updated. |
| Attribute | Definition |
|---|---|
| Deal name | The name you gave to each deal. |
| Deal ID | Unique identifier of each deal. |
| Account currency | The currency of your Sell account. |
| Deal currency | The currency of each deal. |
| Deal creator group name | The groups that the deal creator is a member of. |
| Deal creator group ID | The unique ID of the groups that the deal creator is a member of. |
| Deal creator team name | The teams that the deal creator is a member of. |
| Deal creator team ID | The unique ID of the teams that the deal creator is a member of. |
| Deal owner group name | The groups that the deal owner is a member of. |
| Deal owner group ID | The unique ID of the groups that the deal owner is a member of. |
| Deal owner team name | The teams that the deal owner is a member of. |
| Deal owner team ID | The unique ID of the teams that the deal owner is a member of. |
| Deal tags | Tags associated with each deal. For important information about filtering reports using tags, seeReporting on ticket tags using filters. |
| Deal tags ID | The unique ID of the tags associated with each deal. For important information about filtering reports using tags, seeReporting on ticket tags using filters. |
| Deal creator | The name of the person who created the deal in Sell. |
| Deal creator ID | The unique ID of the person who created the deal. |
| Deal stage position in sales funnel | The stage position in the pipeline of each deal calculated in a way to run in a funnel report. |
| 傅在销售协议阶段nnel | The stage in the pipeline of each deal calculated in a way to run in a funnel report. |
| 傅在销售协议阶段nnel ID | The unique ID of the stage in the pipeline of each deal. |
| Deal loss reason | The reason any deals were lost. |
| loss reason ID | The unique ID of the deal loss reason. |
| Deal stage position when lost | The stage position in the pipeline of a deal when it was lost. |
| Deal stage when lost | The stage of a deal when it was lost. |
| Deal stage when lost ID | The unique ID of the deal stage when it was lost. |
| Deal owner | The owner of each deal. |
| Deal owner ID | The unique ID of the owner of each deal. |
| Sales pipeline | 管道的名称,每笔交易。 |
| Deal source | The source of each deal, for example, your website, digital marketing, referrals, and more. |
| Deal source ID | The unique ID of the source for each deal. |
| Deal stage | The current stage of each deal. |
| Deal stage type | The stage type of each deal:
|
| Deal stage position | The stage position in the pipeline of each deal. |
| Deal stage type ID | The unique ID of the stage type of each deal |
| Deal status | The current status of each deal:
|
| Deal unqualified reason | The reason any deals were unqualified. |
| Deal unqualified reason ID | The unique ID of the reason any deals were unqualified. |
| Time - Deal closed | Includes several attributes that return the time when a deal was closed. |
| Time - Deal created | Includes several attributes that return the time when a deal was created. |
| Time - Deal estimated closing date | Includes several attributes that return the time when a deal was estimated to be closed. |
| Attribute | Definition |
|---|---|
| Contact ID | The unique identifier of each contact. |
| Contact creator | The name of the person who created each contact. |
| Contact creator ID | The unique ID of the person who created each contact. |
| Contact creator group name | The groups that the contact creator is a member of. |
| Contact creator group ID | The unique ID of the groups that the contact creator is a member of. |
| Contact creator team name | The teams that the contact creator is a member of. |
| 接触创造者团队ID | The unique ID of the teams that the contact creator is a member of. |
| Contact owner | The owner of each contact. |
| Contact owner ID | The unique ID of the owner of each contact. |
| Contact owner group name | The groups that the contact owner is a member of. |
| Contact owner group ID | The unique ID of the groups that the contact owner is a member of. |
| Contact owner team name | The teams that the contact owner is a member of. |
| Contact owner team ID | The unique ID of the teams that the contact owner is a member of. |
| Contact tag | Tags associated with each contact. For important information about filtering reports using tags, seeReporting on ticket tags using filters. |
| Contact tag ID | The unique ID of the tags associated with each contact. For important information about filtering reports using tags, seeReporting on ticket tags using filters. |
| Contact title | The title of the contact, for example Mr. or Mrs. |
| Contact name | The full name of each of your contacts. |
| Contact street | The street where the contact is located. |
| Contact city | The city where the contact is located. |
| Contact region | The region (for example, state) where the contact is located. |
| Contact zip | The zip/postal code where the contact is located. |
| Contact country | The country where the contact is located. |
| Contact prospect status | The current prospect status of a contact, for example, prospect, or lost prospect. |
| Contact customer status | The current status of a contact, for example, current customer, or past customer. |
| Contact industry | The industry that the contact works in. |
| Contact is company | Displays if the contact is a company or not. |
| Contact parent company | Name of the contact parent company, if company hierarchy exists. For example, if Acme Europe is a child company of Acme Inc., Acme Inc. will show up as a contact parent company for the Acme Europe contact. |
| Contact parent company ID | The unique identifier of the contact parent company, if a company hierarchy exists. |
| Time - Contact created | Includes several attributes that return the time when a contact was created. |
| Time - Contact updated | Includes several attributes that return the time when a contact was updated. |
Tip:You can also report on custom fields that you've created in Zendesk Sell. SeeReporting with custom fields.
Calls dataset
The Calls dataset contains metrics and attributes that relate to your Zendesk Sell sales calls. This section lists all the available elements for the dataset.
This section contains the following topics:
Call metrics
This section lists and defines all of the available Calls metrics.
| Metric | Definition | Calculation |
| Calls | The total number of calls made and received in Sell. | COUNT_D[Call ID] |
| leads | The total number of leads created in Sell. | COUNT_D(Lead ID) |
| Contacts | The total number of contacts you have in Sell. | COUNT_D(Contact ID) |
| Call duration | The duration of the call. |
Calls attributes
This section lists and defines all of the available Calls attributes.
| Attribute | Definition |
| Call owner | The agent who made or received the call. |
| Call ID | The unique identifier of each call. |
| Call summary | A free-text note from the agent about how the call went. |
| Call recording URL | The location where the call’s recording is stored. |
| Call outcome | One of a list of predefined statuses that defines how the call went. Default values includeNot interested,left voicemail, andNo answer, but you can customize these. SeeCall Outcomes report. |
| Call phone number | The phone number the call was placed to or from. |
| Call type | Whether the call was an incoming call or an outgoing call. |
| Call missed | Whether the call was picked up or missed. |
| Call owner team name | The teams that the call owner is a member of. |
| Call owner group name | The group that the call owner is a member of. |
| Time - Call made at | Includes several attributes that return the time when a call was placed. |
| Time - Call received at | Includes several attributes that return the time when the call was picked up. |
箴ducts dataset
The Products dataset contains metrics and attributes that relate to your Zendesk Sell product sales. This section lists all the available elements for the dataset.
This section contains the following topics:
箴ducts metrics
This section lists and defines all of the available Products metrics.
| Metric | Definition | Calculation |
| 箴duct unit price in product currency | The price of a single item, presented in the product’s currency. This is the basis for calculating the discount, markup, and selling price values. | |
| 箴duct unit price | The price of a single item. This is the basis for calculating the discount, markup, and selling price values. | |
| 箴duct quantity | The number of a certain product. | |
| 箴duct discount | The average discount of products. Calculated only for discounted products. | AVG[Product discount] |
| 箴ducts discount on deal | The discount applied to all products in a deal, averaged out across multiple deals. | [Products discount on deal] |
| 箴duct name | The number of unique products that are added to the deal. | D_COUNT[Product_name] |
| 箴duct value | The price of a product after the product variation is applied. | VALUE(Product_unit_price) * VALUE(Product quantity) * (1 - [Product discount]) |
| 箴duct value in product currency | The price of a product after the product variation is applied, calculated in product currency. Helpful if using products in multiple currencies. | |
| 箴ducts value on deal | The total value of the products sold as part of a deal. | VALUE(Product value) * (1 - [Products discount on deal]) |
| 箴ducts value on deal in product currency | The total value of the products sold as part of a deal, presented in the product’s currency. | VALUE(Product value in product currency) * (1 - [Products discount on deal]) |
| leads | The total number of leads created in Sell. | [Lead ID] |
| Deals | The total number of deals created in Sell. | [Deal ID] |
| Deal win likelihood | The win likelihood for each of your deals (seeSales forecasting your deals). | [Deals win likelihood] |
| Pending forecast (unweighted) | A forecast of pending deals, based only on their value | If([Deal stage] = "Won") then 0 else VALUE(Deals value) ENDIF |
| Pending forecast | A forecast of pending deals weighted by win likelihood (seeSales forecasting your deals). | If([Deal stage] = "Won") then 0 else VALUE(Deals value) * VALUE(Deals win likelihood) ENDIF |
| Won deal value | Value of the won deal, calculated in account’s currency | If([Deal stage] = "Won") then VALUE(Deal value) else 0 ENDIF |
| Won deal value in deal currency | Value of the won deal, calculated in local deal’s currency. Helpful if using multiple currencies on the account | |
| Deal value | Value of the deal created in Sell, calculated in account’s currency | |
| 在交易货币的交易价值 | Value of the deal created in Sell, calculated in local deal’s currency. Helpful if using multiple currencies on the account | |
| Contacts | The total number of contacts you have in Sell. | [Contact ID] |
箴ducts attributes
This section lists and defines all of the available Products attributes.
| Attribute | Definition |
| 箴duct name | The name of the product in Zendesk Sell. |
| 箴duct SKU | The product’s unique SKU number. |
| 箴duct currency | The currency the product is sold in. |
| 箴duct variation | The variation of the product’s price. For example, a value of 5 means a 5% markup, and -10 means a 10% discount. |
| 箴duct discount | The discount on a product. |
| 箴duct markup | The markup on a product. |
| 箴ducts discount on deal | The amount of the discount of all products on a deal. |
| lead name | The name of each lead. |
| lead ID | The unique identifier of each lead. |
| lead owner groups | The group that the lead owner is a member of. |
| lead owner teams | The teams that the lead owner is a member of. |
| lead tags | Tags associated with each lead. For important information about filtering reports using tags, seeReporting on ticket tags using filters. |
| lead creator | The name of the person who created the lead in Sell. |
| lead industry | The industry that the lead works in. |
| lead organization name | The name of the organization associated with each lead. |
| lead owner | The owner of each lead. |
| lead owner ID | The unique ID of the owner of each lead. |
| lead source | The source of each lead, for example, direct contact, referral, trade show, and more. |
| lead status | The status of each lead, for example, new, unqualified, and more. |
| lead title | The title of the lead. |
| lead unqualified reason | The reason why a particular lead wasn't qualified. |
| lead email address | The email address of the lead. |
| lead work number | The work number of the lead. |
| lead mobile number | The mobile number of the lead. |
| lead website | 网站的URLlead. |
| lead Skype | The Skype handle of the lead. |
| lead Twitter | The Twitter handle of the lead. |
| lead Facebook | The Facebook name of the lead. |
| lead city | The city that the lead lives in. |
| lead country | The country that the lead lives in. |
| lead region | The region (such as state) that the lead lives in. |
| lead street | The street that the lead lives on. |
| lead zip | The zip/postal code for the lead. |
| lead description | A description about the lead. |
| Deal name | The name you gave to each deal. |
| Deal ID | Unique identifier of each deal. |
| Account currency | The currency of your Sell account. |
| Deal currency | The currency of each deal. |
| Deal owner group name | The groups that the deal owner is a member of. |
| Deal owner team name | The teams that the deal owner is a member of. |
| Deal tags | Tags associated with each deal. For important information about filtering reports using tags, seeReporting on ticket tags using filters. |
| Deal creator | The name of the person who created the deal in Sell. |
| Deal loss reason | The reason any deals were lost. |
| Deal owner | The owner of each deal. |
| Deal owner ID | The unique ID of the owner of each deal. |
| Sales pipeline | 管道的名称,每笔交易。 |
| Deal source | The source of each deal, for example, your website, digital marketing, referrals, and more. |
| Deal stage | The current stage of each deal. |
| Deal stage type | The stage type of each deal:
|
| Deal stage position | The stage position in the pipeline of each deal. |
| Deal status | The current status of each deal:
|
| Deal unqualified reason | The reason any deals were unqualified. |
| Contact ID | The unique identifier of each contact. |
| Contact creator | The name of the person who created each contact. |
| Contact creator ID | The unique ID of the person who created each contact. |
| Contact owner | The owner of each contact. |
| Contact owner ID | The unique ID of the owner of each contact. |
| Contact owner group name | The groups that the contact owner is a member of. |
| Contact owner team name | The teams that the contact owner is a member of. |
| Contact tag | Tags associated with each contact. For important information about filtering reports using tags, seeReporting on ticket tags using filters. |
| Contact title | The title of the contact, for example Mr. or Mrs. |
| Contact name | The full name of each of your contacts. |
| Contact street | The street where the contact is located. |
| Contact city | The city where the contact is located. |
| Contact region | The region (for example, state) where the contact is located. |
| Contact zip | The zip/postal code where the contact is located. |
| Contact country | The country where the contact is located. |
| Contact prospect status | The current prospect status of a contact, for example, prospect, or lost prospect. |
| Contact customer status | The current status of a contact, for example, current customer, or past customer. |
| Contact industry | The industry that the contact works in. |
| Contact is company | Displays if the contact is a company or not. |
| Contact parent company | Name of the contact parent company, if company hierarchy exists. For example, if Acme Europe is a child company of Acme Inc., Acme Inc. will show up as a contact parent company for the Acme Europe contact. |
| Contact email address | The email address of the contact. |
| Contact work number | The work number of the contact. |
| Contact mobile number | The mobile number of the contact. |
| Contact website | 网站的URLcontact. |
| Contact Skype | The Skype handle of the contact. |
| Contact Twitter | The Twitter handle of the contact. |
| Contact Facebook | The Facebook name of the contact. |
| Time - Contact created | Includes several attributes that return the time when a contact was created. |
| Time - Contact updated | Includes several attributes that return the time when a contact was updated. |
| Time - Deal created | Includes several attributes that return the time when a deal was created. |
| Time - Deal added on | Includes several attributes that return the time when a deal was added on. |
| Time - Deal closed | Includes several attributes that return the time when a deal was closed. |
| Time - Deal estimated close date | Includes several attributes that return the time when a deal was estimated to be closed. |
| Date deal was closed or estimated to be closed | The date when a deal was either closed or estimated to be closed. |
| Time - Lead created | Includes several attributes that return the time when a lead was created. |
| Time - Lead converted | Includes several attributes that return the time when a lead was converted. |
| Time - Lead status changed | Includes several attributes that return the time when a lead status was updated. |
| Time - Lead updated | Includes several attributes that return the time when a lead was updated. |
| Time - Deal moved to stage on | Includes several attributes that return the time when a deal was moved to a stage. |
Activities dataset
The Activities dataset contains metrics and attributes that relate to your Zendesk Sell activity, like emails, calls, tasks, appointments, and visits. This section lists all the available elements for the dataset.
This section contains the following topics:
Activities metrics
This section lists and defines all of the available Activities metrics.
| Metric | Definition | Calculation |
| Activities | The number of activities that happened within Zendesk Sell. See theActivity typeattribute for a list of possible activities. | IF ([Activity ID] != NULL) THEN STRING([Activity ID]) + [Activity type] ELSE NULL ENDIF |
| leads | The total number of leads created in Sell. | [Lead ID] |
| Deals | The total number of deals created in Sell. | [Deal ID] |
| Deal win likelihood | The win likelihood for each of your deals (seeSales forecasting your deals). | [Deals win likelihood] |
| Pending forecast (unweighted) | A forecast of pending deals, based only on their value | If([Deal stage] = "Won") then 0 else VALUE(Deals value) ENDIF |
| Pending forecast | A forecast of pending deals weighted by win likelihood (seeSales forecasting your deals). | If([Deal stage] = "Won") then 0 else VALUE(Deals value) * VALUE(Deals win likelihood) ENDIF |
| Won deal value | Value of the won deal, calculated in account’s currency | If([Deal stage] = "Won") then VALUE(Deal value) else 0 ENDIF |
| Won deal value in deal currency | Value of the won deal, calculated in local deal’s currency. Helpful if using multiple currencies on the account | |
| Deal value | Value of the deal created in Sell, calculated in account’s currency | |
| 在交易货币的交易价值 | Value of the deal created in Sell, calculated in local deal’s currency. Helpful if using multiple currencies on the account | |
| Contacts | The total number of contacts you have in Sell. | [Contact ID] |
Activities attributes
This section lists and defines all of the available Activities attributes.
| Attribute | Definition |
| Activity ID | The unique identifier of an activity. |
| Activity type | The type of activity performed. Possible values includeEmail sent,Call made,Task completed,Text message sent,Call received,Appointment held, andVisit made. |
| Activity owner ID | The unique identifier of the person who performed the activity. |
| Activity owner name | The name of the user who performed an activity. |
| lead name | The name of each lead. |
| lead ID | The unique identifier of each lead. |
| lead owner groups | The groups that the lead owner is a member of. |
| lead owner teams | The teams that the lead owner is a member of. |
| lead tags | Tags associated with each lead. For important information about filtering reports using tags, seeReporting on ticket tags using filters. |
| lead creator | The name of the person who created the lead in Sell. |
| lead industry | The industry that the lead works in. |
| lead organization name | The name of the organization associated with each lead. |
| lead owner | The owner of each lead. |
| lead owner ID | The unique ID of the owner of each lead. |
| lead source | The source of each lead, for example, direct contact, referral, trade show, and more. |
| lead status | The status of each lead (for example, new, unqualified, and more). |
| lead title | The title of the lead. |
| lead unqualified reason | The reason why a particular lead wasn't qualified. |
| lead email address | The email address of the lead. |
| lead work number | The work number of the lead. |
| lead mobile number | The mobile number of the lead. |
| lead website | 网站的URLlead. |
| lead Skype | The Skype handle of the lead. |
| lead Twitter | The Twitter handle of the lead. |
| lead Facebook | The Facebook name of the lead. |
| lead city | The city that the lead lives in. |
| lead country | The country that the lead lives in. |
| lead region | The region (such as state) that the lead lives in. |
| lead street | The street that the lead lives on. |
| lead zip | The zip/postal code for the lead. |
| lead description | A description about the lead. |
| Deal name | The name you gave to each deal. |
| Deal ID | Unique identifier of each deal. |
| Account currency | The currency of your Sell account. |
| Deal currency | The currency of each deal. |
| Deal owner group name | The groups that the deal owner is a member of. |
| Deal owner team name | The teams that the deal owner is a member of. |
| Deal tags | Tags associated with each deal. For important information about filtering reports using tags, seeReporting on ticket tags using filters. |
| Deal creator | The name of the person who created the deal in Sell. |
| Deal loss reason | The reason any deals were lost. |
| Deal owner | The owner of each deal. |
| Deal owner ID | The unique ID of the owner of each deal. |
| Sales pipeline | 管道的名称,每笔交易。 |
| Deal source | The source of each deal, for example, your website, digital marketing, referrals, and more. |
| Deal stage | The current stage of each deal. |
| Deal stage type | The stage type of each deal:
|
| Deal stage position | The stage position in the pipeline of each deal. |
| Deal status | The current status of each deal:
|
| Deal unqualified reason | The reason any deals were unqualified. |
| Contact ID | The unique identifier of each contact. |
| Contact creator | The name of the person who created each contact. |
| Contact creator ID | The unique ID of the person who created each contact. |
| Contact owner | The owner of each contact. |
| Contact owner ID | The unique ID of the owner of each contact. |
| Contact owner group name | The groups that the contact owner is a member of. |
| Contact owner team name | The teams that the contact owner is a member of. |
| Contact tag | Tags associated with each contact. For important information about filtering reports using tags, seeReporting on ticket tags using filters. |
| Contact title | The title of the contact, for example Mr. or Mrs. |
| Contact name | The full name of each of your contacts. |
| Contact street | The street where the contact is located. |
| Contact city | The city where the contact is located. |
| Contact region | The region (for example, state) where the contact is located. |
| Contact zip | The zip/postal code where the contact is located. |
| Contact country | The country where the contact is located. |
| Contact prospect status | The current prospect status of a contact, for example, prospect, or lost prospect. |
| Contact customer status | The current status of a contact, for example, current customer, or past customer. |
| Contact industry | The industry that the contact works in. |
| Contact is company | Displays if the contact is a company or not. |
| Contact parent company | Name of the contact parent company, if company hierarchy exists. For example, if Acme Europe is a child company of Acme Inc., Acme Inc. will show up as a contact parent company for the Acme Europe contact. |
| Contact email address | The email address of the contact. |
| Contact work number | The work number of the contact. |
| Contact mobile number | The mobile number of the contact. |
| Contact website | 网站的URLcontact. |
| Contact Skype | The Skype handle of the contact. |
| Contact Twitter | The Twitter handle of the contact. |
| Contact Facebook | The Facebook name of the contact. |
| Contact description | A description about the contact. |
| Time - Contact created | Includes several attributes that return the time when a contact was created. |
| Time - Contact updated | Includes several attributes that return the time when a contact was updated. |
| Time - Deal created | Includes several attributes that return the time when a deal was created. |
| Time - Deal added on | Includes several attributes that return the time when a deal was added on. |
| Time - Deal closed | Includes several attributes that return the time when a deal was closed. |
| Time - Deal estimated close date | Includes several attributes that return the time when a deal was estimated to be closed. |
| Date deal was closed or estimated to be closed | The date when a deal was either closed or estimated to be closed. |
| Time - Lead created | Includes several attributes that return the time when a lead was created. |
| Time - Lead converted | Includes several attributes that return the time when a lead was converted. |
| Time - Lead status changed | Includes several attributes that return the time when a lead status was updated. |
| Time - Lead updated | Includes several attributes that return the time when a lead was updated. |
| Time - Deal moved to stage on | Includes several attributes that return the time when a deal was moved to a stage. |
| Activity happened at | Includes several attributes that return the time when an activity occurred. |
9 Comments
Hello,
Are there plans to expose custom fields as attributes? For instance, we have a drop-down field that defines the sub-market for a Deal. We would like to build a query that shows Deal value broken down by sub-market.
Thanks,
KF
Hello Kevin,
Yes! While I cannot provide you with an ETA yet, we do know the importance of this, and that's one of the primary things for us to focus on next.
Are custom fields to explore on some place in Road Map?
Hi@..., yes! Bringing Sell custom fields to Explore is already in the works. They should be available in next few weeks.
Kevin Ford,Nilton Nakate, circling back on this one – Sell custom fields are now available in Explore (since mid September).
I have a few questions:
1. I have a contact custom field that is a date- this is not available as a metric at the moment- is there a plan to implement this?
2. Is there a way to dictate if you see company level or person level contacts?
HelloEmma Nightingale,谢谢你的接触。
Ad. 1 What are you hoping to accomplish with date as a metric? I may be able to provide some tips based on your answer. E.g. Do you want to count these dates?
Ad. 2 Try using theContact is company(True/False) field, to filter by company or person.
Hi Jakub,
We complete a "last contacted date" (which is a custom field) on some of our accounts which we account manage, I would like to be able to pull a list of accounts where the "last contact date" is older than 6 weeks.
HiEmma Nightingale, thanks for the use case.
对于下面的例子,我使用铅fi创建日期eld, but the same should work with your field. Note that "last contacted date" should be of type "date" customer field in Sell, for below to work in Explore.
You can do the following:
1. Add a filter with your "last contacted date" date/time custom field (Date), and click on added filter to show options
2. Click Edit date ranges
3. Choose Advanced tab
4. Select: From the beginning of: 6 weeks in the past
5. Select:To the end of: Today
Apply
let me know if it worked.
Best,
Jakub
Pleasesign into leave a comment.