Zendesk Explore features a prebuilt dashboard to help you monitor your Zendesk Sell sales pipeline. The Sell dashboard can help you identify information about your deals, leads, and more.
In the following topics, you'll learn how to access the Sell dashboard and see the available reports:
Accessing the Sell dashboard
Use the following procedure to access the Sell dashboard.
To access the dashboard
- In the Zendesk product tray at the top-right hand corner, click the
Explore icon (
) . - From the list of dashboards, click the Zendesk Sell dashboard.
Understanding the Sell dashboard reports
This dashboard contains the following tabs. Click a section to find out more information:
Deals tab
The Deals tab shows information about your deals like revenue, won and lost deals, and forecasts. You can filter the results by time, deal owner, team, and group.
Deals tab headline metrics
This tab displays the following headline metrics (KPIs) based on the filters you configured:
- Won deals value: Displays your total revenue from won deals.
- Won deals: Displays the number of deals that were won.
- Lost deals: Displays the number of deals that were lost.
- Unqualified deals: Displays the number of deals for which you were unqualified.
- Added deals: Displays the number of new deals opened.
Deals tab reports
This tab displays the following reports:
-
Forecast by month: Displays a stacked chart showing monthly
actual revenue and pending forecast revenue in your account
currency.
-
Active deals by sales pipeline and stage: Displays your active
deals and their values by sales pipeline or success pipeline.
-
Won deals by selected attribute (Top 10): Displays the number of
deals that were won sorted by one of the following criteria:
- Contact industry
- Contact name
- Deal owner
- Sales pipeline
- Deal source
-
Added deals by month: Displays the number of new deals added each
month.
-
Won deals by month: Displays the number of deals won each
month.
-
Lost deals by reason: Displays a table showing the number of
deals that were lost, the reason for each loss, and the total value of
the deals for each loss reason.
-
Top 10 won deals: Displays a table showing the top ten deals that
were won over time and the value of the deal.
Leads tab
The Leads tab shows information about your leads like added leads, active leads, and unqualified leads. You can filter the results by time, lead owner, team, and group.
Leads tab headline metrics
This tab displays the following headline metrics (KPIs):
- Added leads: Displays your total number of new leads based on the filters you configured.
- Converted leads: Displays the number of leads that have become qualified leads.
Leads tab reports
This tab displays the following reports:
-
Added leads by month: Displays the number of new leads each
month.
-
Converted leads by month: Displays the number of leads that you
converted into a qualified lead each month.
-
Active leads by status: Displays the current number of active
leads by status, for example, new ow working.
-
Unqualified leads by reason: Displays a table showing the number
of leads that did not qualify and the reasons why.
- Active leads by selected attribute (top 10): Displays the number of active leads by lead owner, or lead source, or lead industry.
-
Converted leads by selected attribute (top 10): Displays the
number of leads that were converted by one of the following:
- Lead owner
- Lead source
- Lead industry
7 Comments
Hello,
Thank you for adding Sell data to Explore. One thing I noticed and couldn't figure out why the Explore data had 169 more orders sold than the data in Sell under the reporting section. And then when I create a smart list for all orders in the same time period I am getting less than the data reporting in Sell.
Where is Explore pulling the data from?
Hello Jay,
Explore is pulling data from the same source as Sell, however the differences might be caused by few things, some of which might be a subject to your use case: discrepancies in the exact filtering applied, timeframe applied, depending on the segmentation used, if you've built a custom query in Explore, perhaps some orders were counted twice, and some more.
It'll be best if you could submit a ticket using: https://support.zendesk.com/hc/en-us/requests/new, so we can troubleshoot further. Please include as many details as possible: timeframes used, filters used, screenshots. Team should be able to investigate it for you.
Hello Jakub,
Thank you for your update. I created a ticket with Support.
Thanks Jay! I've responded, looks like all is good, but please let me know if not. Once you confirm, I can share with broader audience some of the things worth looking at when numbers look incorrect at first glance.
Hi,
Is it possible to compile data from Zendesk Sell and Zendesk Support, in one place in Explore?
This in order to build reports across these products, in order to see ex. customer revenue against resources used/time spent per org. etc.
Hi Lise,
you can put queries from multiple datasets (e.g. Zendesk Sell and Zendesk Support) on one custom dashboard. It should do the job if you want to look at two widgets next to each other, from the high level perspective at ex. customer revenue in Q3 vs time spent on tickets in Q3.
However, if you're looking for a tighter connection, e.g. time spent on tickets with the customers you've won deals with, currently there's no way to build a cross-dataset query that would join information from the two datasets (Sell and Support) by some parameter (e.g. customer email address).
Hi Jakub,
Ok, thank you for your quick reply!
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