Explore recipe: Calls made each month by owner and outcome

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 column chart showing you the number of sales calls made each month. You can filter the report by the call owner and outcome.

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 - Calls, then click Start report. The report builder opens.
4. In the Metrics panel, click Add.
5. From the list, select Calls and click Apply.
6. In the Columns panel, click Add.
7. From the list, select Time - Call made at - Month and click Apply.
8. To change the chart type, go to the Visualization type menu () and select Column.
9. To add optional filters for call owner or outcome, in the Filters panel, click Add.
10. From the list, select Call owner and Call outcome and click Apply. You can then click either of these attributes to filter the report’s results to suit your needs.