Report on Sell Pipeline development

1 Comments

  • Katie Dougherty
    Zendesk Community Team

    Hi Luciano,

    Thank you for reaching out! 

    I have a few suggestions for you below: 

    (1) Smart List Export: 

    • You can complete regular smart list exports of the Deals in your account
    • Include the columns "Pipeline Stage," "Last Stage Change Date," and "Ownership." 

    • Additionally, if you are familiar with our API (and depending on our plan) you can use the Firehose API which delivers a continuous stream of data from Sell in near real-time and would allow you to export frequent changes with your Deals 

    (2) Sell Reports: 

    • In the Sell Reports section of your account, the reporting options include the Funnel Report, Pipeline Development Report, Stage Distribution Report. 
    • These reports (although not-exportable) can help you track deal progression, compare historical pipeline development,  and monitor the current stages of your deals. 

    I hope this helps provide you with some available options!

    Best,

    Katie 

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