What's my plan?

In this Explore recipe, you’ll learn how to create a simple table to summarize all of your closed deals, including close date, owner, and value.

This article contains the following topics:

• What you’ll need
• Creating the report

What you’ll need

技术水平:Intermediate

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 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, selectDealsandWon deal value, and then clickApply.
6. In theRowspanel, clickAdd.
7. From the list, select the following attributes, and then clickApply:
   
   • Deal name
   • Time - Deal closed - Date
   • Deal owner
8. To filter the results to show only won deals, clickAddnext toFilters(to the right of theMetricspanel), selectDeal stage, and set it toWon.
   
   Tip:For help with filtering, seeWorking with report filters.
9. To filter out deals that have no recorded close date, click theTime - Deal closed - Date属性在左边,click theExcludedtab, selectNULL, and clickApply.
10. (Optional) To hide theDealscolumn (since it will always show a value of 1), clickChart configuration(), selectColumns, and click the eye icon next toColumn 4.

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.