Custom fields for Sell reporting in Explore - We want your feedback!

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5 Comments

  • Official comment
    Wojciech Smajda
    Zendesk Product Manager

    Thanks everyone for your feedback. I wanted to let you know that Sell reporting in Explore is now generally available with pre-built dashboards for several of the datasets you mentioned including products and activities. These are available on our new Sell plans, to learn more visit our pricing page.

  • Mark Szymanski

    Hi,

    In my organization's case, it's not the custom fields so much we need available as just more basic existing metrics in the dataset.  For example, we want to have the Activity Report in Sell replicated in Explore, so that it can be easily shared with our management.  However, there are no metrics available in Sell for emails sent, calls made, notes taken, etc.

    Thanks.

    2
  • Julia

    Hi, 

    It would be great to be able to do analyses based on the Product catalog. 

    Currently, it is only possible to do analyses in the reporting section for won deals. However, I would like to also include the products for prognoses. 
    Secondly, it would be great to be able to split the total (expected) revenue by product. 

    Thank you! 

    1
  • Jakub Tutaj
    Zendesk Product Manager

    Thanks Mark! I've already responded in your other thread.

    0
  • Kate Woollard

    Hi Team,

    It would be good if we could add standard fields to reports. For example, our management team want to add to their dashboard a report showing deals value within a group of pipeline stages (not 1 stage or all stages). 

    Thank you 

    Kate

    0

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