What's my plan?

In this Explore recipe, you’ll learn how to report on how long all of your active deals have been open and what stage they’re in. This information helps you identify deals that need follow-up, as well as the type of follow-up.

This article contains the following topics:

• What you’ll need
• Creating the report

What you’ll need

技术水平:Advanced

Time required:20 minutes

• Zendesk Explore Professional or Enterprise
• Editor or Admin permissions (seeGiving agents access to Explore)
• Sales data in Zendesk Sell

Creating the report

1. In Explore, click the reports () icon.
2. In the Reports library, clickNew report.
3. On theSelect a datasetpage, clickSell>Sell - Sales,然后单击Start report. The report builder opens.
4. Tocreate a calculated metricfor deal age, go to theCalculations() menu andselect Standard calculated metric.
5. Name the metricDeal age.
6. In theFormulafield, enter the following:

   DATE_DIFF(TODAY(),[Time - Deal created - Date],"nb_of_days")

   Tip:If you're working in a language other than English,read this articleto help you enter Explore formulas in your language.
7. In theMetricspanel, clickAdd.
8. From the list, selectDeal age(the metric you just created), and then clickApply.
9. In theRowspanel, clickAdd.
10. From the list, selectDeal nameandDeal stage, and then clickApply.
11. To filter the results to show only active deals, clickAddnext toFilters(to the right of theMetricscolumn), selectDeal status, and set it toActive. For help with filtering, seeWorking with report filters.
12. To filter out closed deals (either lost or won), click theDeal stageattribute on the left, go to theExcludedtab, and selectLostandWon.
13. To sort the results by deal age, click theDeal agecolumn header.
14. To add color to theDeal agecolumn based on how old the deal is, clickChart configuration() and selectDisplay format.
15. Next toSUM(Deal age), selectAdvanced, specify the conditional formatting you want, and clickApply. You can use the following example as a starting point:

IF (SUM(Deal age) > 1000) THEN { "backgroundColor": "#FF0000", "precision": 0, "scale": 1, "prefix": "", "decimalSeparator": ".", "italic": FALSE, "bold": FALSE, "suffix": "", "fontColor": "", "thousandsSeparator": " " } ELIF ((SUM(Deal age) < 1000)) THEN { "backgroundColor": "#FFFF00" } ELSE { "fontColor": "#30aabc" } ENDIF