Note:Sell customers who also have a Suite Professional plan or higher may also create this report.
In this Explore recipe, you’ll learn how to report on lost deals by owner. This information gives you additional context for which sales reps may need additional training or support.
For another way to report on lost deals, seeExplore recipe: Lost deals by reason.
This article contains the following topics:
What you’ll need
技术水平:Beginner
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
- In Explore, click the reports () icon.
- In the Reports library, clickNew report.
- On the选择一个datasetpage, clickSell>Sell - Sales,然后单击Start report. The report builder opens.
- In theMetricspanel, clickAdd.
- From the list, selectDeals, and then clickApply.
- In theRowspanel, clickAdd.
- From the list, selectContact owner, and then clickApply.
- To filter the report to just lost deals, clickAddnext toFilters(to the right of theMetricspanel), selectDeal stage, and set it toLost. For help with filtering, seeWorking with report filters.
Optionally, you canuse the drill in interactionto allow report viewers to dig into more details about which specific deals were lost.
To enable drill in
- Go toChart configuration() and selectDrill in>使钻机在.
- In the选择一个ttributesfield, select the information that you want report viewers to be able to see when they right-click a value in the Deals column. For example, you might chooseDeal nameandTime - Deal estimated close date - Date.
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