Explore recipe: Average deal size per sales rep

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.

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 the average deal size brought in by each of your sales reps. This helps you see which rep is the most effective at closing large deals.

This article contains the following topics:

• What you’ll need
• Creating the report

What you’ll need

Skill level: Advanced

Time required: 10 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 report () 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 Won deal value, change the aggregator to AVG, and then click Apply.
6. In the Rows panel, click Add.
7. From the list, select Deal owner, and then click Apply.
8. To sort the results by deal value, click the Won deal value column header.
9. To add color to the Won deal value column based on the amount, click Chart configuration () and select Display format.
10. Next to AVG(Won deal value), select Advanced, specify the conditional formatting you want, and click Apply. You can use the following example as a starting point:

IF (AVG(Won deal value) > 1000) THEN
    {
        "backgroundColor": "#355E3B",
        "precision": 0,
        "scale": 1,
        "prefix": "",
        "decimalSeparator": ".",
        "italic": FALSE,
        "bold": FALSE,
        "suffix": "",
        "fontColor": "#FFFFFF",
        "thousandsSeparator": " "
    }
ELIF (BETWEEN((AVG(Won deal value)), 300,1000)) THEN
    {
        "backgroundColor": "#228B22"
    }
ELIF (BETWEEN((AVG(Won deal value)), 1,300)) THEN
    {
        "backgroundColor": "#90EE90"
    }


ELSE
    {
        "fontColor": "#FF0000"
    }
ENDIF

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

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