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 chart showing all of your contacts in Zendesk Sell, broken out by their industry or owner.
This article contains the following topics:
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 by industry
- In Explore, click the reports (
) icon.
- In the Reports library, click New report.
- On the Select a dataset page, click Sell > Sell - Sales, then click Start report. The report builder opens.
- In the Metrics panel, click Add.
- From the list, select Contacts, and then click Apply.
- In the Columns panel, click Add.
- From the list, select Contact industry, and then click Apply.
- To change the report to a bar chart, click Visualization type (
) and select Bar.
- To filter out contacts with no recorded industry, click the Contact industry attribute on the left, click the Excluded tab, select NULL, and click Apply.
- To show the total number of contacts per industry, go to Chart configuration (
) > Displayed values and select Show value.
Creating the report by owner
- In Explore, click the reports (
) icon.
- In the Reports library, click New report.
- On the Select a dataset page, click Sell > Sell - Sales, then click Start report. The report builder opens.
- In the Metrics panel, click Add.
- From the list, select Contacts, and then click Apply.
- In the Rows panel, click Add.
- From the list, select Contact owner, and then click Apply.
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