Setting and tracking sales goals

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  • Bob McGivney

    Is there a way to add a second set of goals? Our sales team works on 2 business units 1) recurring services & 2)on-call or purge services. The two categories have 2 different annual goals. Reporting would not be effective to simply combine them. 

  • Rafael
    Hi Bob,
    Thank you for your message.
    Adding another set of goals is currently not possible. In our community, I found a similar request that was posted there, Better sales goals. Please consider upvoting and/or adding your case so that our product managers can assess the need for the implementation.

    Best Regards,
  • Marvin Tumusiime

    It would be best if Zendesk Sell allows us to track other sets of goals, and not necessarily the "Deal Value" figure which is currently not useful for us. We have created a custom field that collects the actual sales figure to track against our main goal. This should be an essential feature to add to Sell. Otherwise, we are not deriving any value from the "Sales reporting" feature at the moment. 

  • Amir Cohen

    Is it possible to add the Goals to Explore for customized reports? Or alternatively pull the report from the main dashboard to my Explore dashboard?

  • Dane
    Zendesk Engineering
    Hi Amir,

    Unfortunately, goals are not part of Metrics and attributes for Zendesk Sell. Therefore, you can only access it on the default sell report.

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