Explore recipe: Contacts by industry or owner

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 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
• Creating the report by industry
• Creating the report by owner

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

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 Contacts, and then click Apply.
6. In the Columns panel, click Add.
7. From the list, select Contact industry, and then click Apply.
8. To change the report to a bar chart, click Visualization type () and select Bar.
9. 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.
10. To show the total number of contacts per industry, go to Chart configuration () > Displayed values and select Show value.

Creating the report by owner

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 Contacts, and then click Apply.
6. In the Rows panel, click Add.
7. From the list, select Contact owner, and then click Apply.