Explore recipe: Overdue opportunities sorted by deal value

Note: Sell customers who also have a Suite Professional plan or higher may also create this report.

In this Explore recipe, you’ll learn how to you’ll learn how to report on deals that have passed their estimated close date and are now overdue. This information helps you identify deals that need to be followed up on in order to close them. 

This article contains the following topics:

• What you’ll need
• Creating the report

What you’ll need

Skill level: Advanced

Time required: 15 minutes

• Zendesk Explore Professional or Enterprise
• Editor or Admin permissions (see Giving agents access to Explore)
• Sales data in Zendesk Sell

Creating the report

1. In Explore, click the reports () icon.
2. In the Reports library, click New report.
3. On the Select a dataset page, click Sell > Sell - Sales, then click Start report. The report builder opens.
4. In the Metrics panel, click Add.
5. From the list, select Deals and Deal value, and then click Apply.
6. In the Rows panel, click Add.
7. From the list, select Time - Deal estimated close date - Date and Deal owner, and then click Apply.
8. To filter out deals with no close date, click the Time - Deal estimated close date - Date attribute on the left and click Edit date ranges > Advanced.
9. Under To the end of, select Yesterday, and click Apply.
10. To sort the results by deal value, click the Deal value column header.
11. To add color to the Deal value column based on the amount, click Chart configuration () and select Display format.
12. Next to SUM(Deal value), select Advanced, specify the conditional formatting you want, and click Apply. You can use the following example as a starting point:

IF (SUM(Deal value) > 100000) THEN
    {
        "backgroundColor": "#86DC3D",
        "precision": 0,
        "scale": 1,
        "prefix": "",
        "decimalSeparator": ".",
        "italic": FALSE,
        "bold": FALSE,
        "suffix": "",
        "fontColor": "",
        "thousandsSeparator": " "
    }
ELIF (BETWEEN((SUM(Deal value)), 40000,100000)) THEN
    {
        "backgroundColor": "#FCF55F"
    }
    
    ELIF (SUM(Deal value)< 40000) THEN
    {
        "backgroundColor": "#FFBF00"
        }
ELSE
    {
        "fontColor": "#30aabc"
    }
ENDIF

Tip: For help with conditional formatting, see Changing the format of results.

Tip: You can format the Deal value metric to include currency symbols and decimal places. Go to Chart configuration () and select Display format. Next to SUM(Deal value), select $, €, Finance, or Custom, depending on how you want to format the values in that column.