What's my plan?

In this Explore recipe, you’ll learn how to calculate the average number of days it takes for a deal to close, starting from whenthe deal was added in Zendesk Sell. This information helps you better understand your average sales cycle length.

This article contains the following topics:

• What you’ll need
• Creating the report

What you’ll need

技术水平:Intermediate

Time required:15 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 how many days it took a deal to close, go to theCalculations() menu and selectStandard calculated metric.
5. 名度规Days taken to close.
6. In theFormulafield, enter the following:

   DATE_DIFF([Time - Deal closed - Date],[Time - Deal added on - 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, selectDays taken to close(the metric you just created),change the aggregatortoAVG, and then clickApply.
9. In theColumnspanel, clickAdd.
10. From the list, selectTime - Deal Closed - Month, and then clickApply.
11. To filter the report to just this year, click theTime - Deal closed - Monthattribute on the left, clickEdit date ranges中,选择This year, and clickApply.
12. To change the report to a column chart, clickVisualization type() and selectColumn.
13. To show the total for each column, clickChart configuration() and selectDisplayed values.
14. Next toShow value中,选择Show.