What's my plan?

In this Explore recipe, you’ll learn how to report on the average deal size brought in by each of your sales reps. This helps you see which rep is the most effective at closing large deals.

This article contains the following topics:

• What you’ll need
• Creating the report

What you’ll need

技术水平:Advanced

Time required:10 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 report () 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. In theMetricspanel, clickAdd.
5. From the list, selectWon deal value,change the aggregatortoAVG, and then clickApply.
6. In theRowspanel, clickAdd.
7. From the list, selectDeal owner, and then clickApply.
8. To sort the results by deal value, click theWon deal valuecolumn header.
9. To add color to theWon deal valuecolumn based on the amount, clickChart configuration() and selectDisplay format.
10. Next toAVG(Won deal value), selectAdvanced, specify the conditional formatting you want, and clickApply. You can use the following example as a starting point:

IF (AVG(Won deal value) > 1000) THEN { "backgroundColor": "#355E3B", "precision": 0, "scale": 1, "prefix": "", "decimalSeparator": ".", "italic": FALSE, "bold": FALSE, "suffix": "", "fontColor": "#FFFFFF", "thousandsSeparator": " " } ELIF (BETWEEN((AVG(Won deal value)), 300,1000)) THEN { "backgroundColor": "#228B22" } ELIF (BETWEEN((AVG(Won deal value)), 1,300)) THEN { "backgroundColor": "#90EE90" } ELSE { "fontColor": "#FF0000" } ENDIF

Tip:You can format theWon deal valuemetric to include currency symbols and decimal places. Go toChart configuration() and selectDisplay format. Next toSUM(Won deal value), select$,€,Finance, orCustom, depending on how you want to format the values in that column.