Overview of the Zendesk Sell dashboard

Attention: Zendesk is removing the Sell datasets and prebuilt dashboard from Explore on January 16, 2024. For more information, see Announcing the removal of Sell datasets and dashboards in Explore.

Explore features a prebuilt dashboard displaying information about your Zendesk Sell sales pipeline. You can edit and customize this dashboard by cloning it (see Cloning dashboards). In this article, you'll learn about the available reports for Sell.

This article contains the following topics:

• Opening the Sell dashboard
• Understanding the reports

Opening the Sell dashboard

Follow these steps to open the Sell dashboard.

To open the dashboard

1. In Explore, click the Dashboard icon () in the left sidebar.
2. From the list of dashboards, select the Zendesk Sell dashboard.

Understanding the reports

The dashboard contains the following tabs:

• Deals tab
• Leads tab
• Calls tab
• Products tab
• Activities tab

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.

All reports in this dashboard use the Sell: Sales dataset.

To learn about the available reports, see Analyzing your Zendesk Sell sales pipeline.

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.

All reports in this dashboard use the Sell: Sales dataset.

To learn about the available reports, see Analyzing your Zendesk Sell sales pipeline.

Calls tab

The Calls tab shows information about your Zendesk Sell sales calls, such as incoming and outgoing calls, call duration, and more. You can filter the results by Time, Lead owner, Lead owner team, Lead owner group, Deal owner, Deal owner team, and Deal owner group.

All reports in this dashboard use the Sell: Calls dataset.

To learn about the available reports, see Analyzing your Zendesk Sell call activity.

Products tab

The Products tab shows information about your product sales, such as how many products were sold over time or which products sold the most. You can filter the results by Time, Deal owner, Deal owner team, and Deal owner group.

All reports in this dashboard use the Sell: Products dataset.

To learn about the available reports, see Analyzing your Zendesk Sell product sales.

Activities tab

The Activities tab shows information about Sell activity volume and sales team contribution, including number of emails, calls, tasks, appointments, and visits. You can filter the results by Time, Activity owner, Lead owner, Lead owner groups, and Deal owner.

All reports in this dashboard use the Sell: Activities dataset.

To learn about the available reports, see Analyzing your Zendesk Sell activities.