Explore recipe: Active deals by age and stage

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 report on how long all of your active deals have been open and what stage they’re in. This information helps you identify deals that need follow-up, as well as the type of follow-up.

This article contains the following topics:

• What you’ll need
• Creating the report

What you’ll need

Skill level: Advanced

Time required: 20 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. To create a calculated metric for deal age, go to the Calculations () menu and select Standard calculated metric.
5. Name the metric Deal age.
6. In the Formula field, enter the following:

   DATE_DIFF(TODAY(),[Time - Deal created - Date],"nb_of_days")

   Tip: If you're working in a language other than English, read this article to help you enter Explore formulas in your language.
7. In the Metrics panel, click Add.
8. From the list, select Deal age (the metric you just created), and then click Apply.
9. In the Rows panel, click Add.
10. From the list, select Deal name and Deal stage, and then click Apply.
11. To filter the results to show only active deals, click Add next to Filters (to the right of the Metrics column), select Deal status, and set it to Active. For help with filtering, see Working with report filters.
12. To filter out closed deals (either lost or won), click the Deal stage attribute on the left, go to the Excluded tab, and select Lost and Won.
13. To sort the results by deal age, click the Deal age column header.
14. To add color to the Deal age column based on how old the deal is, click Chart configuration () and select Display format.
15. Next to SUM(Deal age), select Advanced, specify the conditional formatting you want, and click Apply. You can use the following example as a starting point:

IF (SUM(Deal age) > 1000) THEN
    {
        "backgroundColor": "#FF0000",
        "precision": 0,
        "scale": 1,
        "prefix": "",
        "decimalSeparator": ".",
        "italic": FALSE,
        "bold": FALSE,
        "suffix": "",
        "fontColor": "",
        "thousandsSeparator": " "
    }
ELIF ((SUM(Deal age) < 1000)) THEN
    {
        "backgroundColor": "#FFFF00"
    }
ELSE
    {
        "fontColor": "#30aabc"
    }
ENDIF

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