Explore recipe: Average days to close by month

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 calculate the average number of days it takes for a deal to close, starting from when the deal was added in Zendesk Sell. This information helps you better understand your average sales cycle length.

This article contains the following topics:

• What you’ll need
• Creating the report

What you’ll need

Skill level: Intermediate

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. To create a calculated metric for how many days it took a deal to close, go to the Calculations () menu and select Standard calculated metric.
5. Name the metric Days taken to close.
6. In the Formula field, enter the following:

   DATE_DIFF([Time - Deal closed - Date],[Time - Deal added on - 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 Days taken to close (the metric you just created), change the aggregator to AVG, and then click Apply.
9. In the Columns panel, click Add.
10. From the list, select Time - Deal Closed - Month, and then click Apply.
11. To filter the report to just this year, click the Time - Deal closed - Month attribute on the left, click Edit date ranges, select This year, and click Apply.
12. To change the report to a column chart, click Visualization type () and select Column.
13. To show the total for each column, click Chart configuration () and select Displayed values.
14. Next to Show value, select Show.