What's my plan?

In this Explore recipe, you’ll learn how to create a simple line graph showing all of your closed deals this year. Hovering over the data points shows you each deal’s close date and value.

This article contains the following topics:

• What you’ll need
• Creating the report

What you’ll need

技术水平:Beginner

Time required:5 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. In theMetricspanel, clickAdd.
5. From the list, selectWon deal value, and then clickApply.
6. In theColumnspanel, clickAdd.
7. From the list, selectTime - Deal closed - Date, and then clickApply.
8. To change the report to a line graph, clickVisualization type() and selectLine.
9. To filter out deals with no recorded close date, click theTime - Deal closed - Date属性在左边,click theExcludedtab, selectNULL, and clickApply.
10. To filter the report to just this year, click theTime - Deal closed - Dateattribute again, clickEdit date ranges, selectThis year, and clickApply.
11. To adjust the date labels so that you can see them more clearly, clickChart configuration() and selectX axis, then changeLabel rotationto45.
12. To show the total for each point in the line graph, clickChart configuration() and selectDisplayed values.
13. Next toShow value, selectShow.

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 along the line graph.

Tip:You can format the dates too. Go toChart configuration() and select Date display format. Choose between Default, Preset, and Custom.