What's my plan?

In this Explore recipe, you’ll learn how to report on yourleads in Zendesk Sell, specifically their leads age. This will help you identify which leads might’ve gone cold and which to circle back on. You’ll create a table to show each lead, with columns for the owner, creation date, status, and age.

To make it easier to spot which leads are aging most, you’ll apply conditional formatting to color code leads by age from newest (green) to oldest (red).

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 lead aging, go to theCalculations() menu and selectStandard calculated metric.
5. Name the metricLead age.
6. In theFormulafield, enter the following:

   DATE_DIFF(today(),[Time - Lead 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, selectLeadsandLead age(the metric you just created), and then clickApply.
9. In theRowspanel, clickAdd.
10. From the list, select the following attributes, and then clickApply:
    
    • Lead name
    • Lead owner
    • Time - Lead created - Date
    • Lead status
11. To filter out leads with no recorded name, click theLead name属性在左边,click theExcludedtab, selectNULL, and clickApply.
12. To sort the results by lead age, click theLead agecolumn header.
13. To add color to theLead agecolumn based on how old the deal is, clickChart configuration() and selectDisplay format.
14. Next toSUM(Lead age), selectAdvanced, specify the conditional formatting you want, and clickApply. You can use the following example as a starting point:

IF (SUM(Lead age) > 365) THEN { "backgroundColor": "#8b0000", "precision": 0, "scale": 1, "prefix": "", "decimalSeparator": ".", "italic": FALSE, "bold": FALSE, "suffix": "", "fontColor": "#FFFFFF", "thousandsSeparator": " " } ELIF (BETWEEN((SUM(Lead age)), 100,365)) THEN { "backgroundColor": " #FEFEBE" } ELIF (SUM(Lead age) <100)THEN { "backgroundColor": " #299438" } ELSE { "fontColor": "#30aabc" } ENDIF