Can I add custom widgets to my Sell Performance Dashboard?

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2 Comments

  • Lise Kopperud

    Hi,

    Is it possible to have a dashboard widget displaying the number (volume per year ex.) of different segmented customers?

    I have tried to add tags or custom field, where I segment the customers and then gather these in smartlists. Then using the smartlist dashboard as widget, however I am not able to display all details counted in one smartlist widget.

    An example would be having a dashboard showing:

    Customer segment               Number of new customer 2021     

    B2B                                                       80

    B2C                                                       30

    B2E                                                       50

    Would you please advice if this is possible in any matter?

    Best regards

    Lise

     

     

    0
  • Bri Fitzgerald
    Zendesk Customer Care
    Hey Lise! I'm grateful for your patience. I'm not aware of anything that could be done to display this information within a widget. If you have a moment, I'd encourage you to share your feedback in our Sales CRM (Sell) community.

    It may be worth looking into our open beta for the Sell Dashboard and Dataset in Explore. You can read more about that in our article Announcing the Zendesk Sell sales reporting in Explore open beta. This wouldn't allow you to display the data directly within Sell, but it would make it easier to compile, maintain, and monitor the data.
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