Explore recipe: Leads by source

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 pie chart showing all of your leads in Zendesk Sell, broken out by their source.

This article contains the following topics:

• What you’ll need
• Creating the report

What you’ll need

Skill level: Beginner

Time required: 5 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 Leads, and then click Apply.
6. In the Columns panel, click Add.
7. From the list, select Lead source, and then click Apply.
8. To filter out leads with no recorded source, click the Lead source attribute on the left, click the Excluded tab, select NULL, and click Apply.
9. To show the total number of leads, go to Chart configuration () > Chart and select Display total.