Explore recipe: Closed deals

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 create a simple table to summarize all of your closed deals, including close date, owner, and value.

This article contains the following topics:

• What you’ll need
• Creating the report

What you’ll need

Skill level: Intermediate

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 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 Won deal value, and then click Apply.
6. In the Rows panel, click Add.
7. From the list, select the following attributes, and then click Apply:
   
   • Deal name
   • Time - Deal closed - Date
   • Deal owner
8. To filter the results to show only won deals, click Add next to Filters (to the right of the Metrics panel), select Deal stage, and set it to Won.
   
   Tip: For help with filtering, see Working with report filters.
9. To filter out deals that have no recorded close date, click the Time - Deal closed - Date attribute on the left, click the Excluded tab, select NULL, and click Apply.
10. (Optional) To hide the Deals column (since it will always show a value of 1), click Chart configuration (), select Columns, and click the eye icon next to Column 4.

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.