Create Dashboards for Groups/Teams
In most CRMS/Account Management Tools, such as Salesforce, Hubspot and Client Success, you can create a dashboard for certain teams. Its much easier for me as an admin to go in and create what we know execs or certain teams want/need, but currently there are only templates. (Those in itself are an issue because if I update a template with additional fields for instance, they do not update the smartlist if someone grabbed the template prior.)
While we do like for our users to have the option to customize, too much set up on their end, means they do not use the system as much because its time consuming.
Also impersonating (or assuming identity) as an admin would be helpful as well. This would also provide a way to set up items for certain user.
These would be great features that I'd like to see added to Sell.
I agree this is a huge limitation, not being able to define default dashboards for users or teams.
That would be a great tool for user adoption, as an attractive dashboard requires some thinking and a bit of skill, and therefore a new user won't be able to do it right away by him/herself
Hello Mandy, Stephanie, and Jean-Sébastien,
As mentioned in another thread, Sell just launched our first dataset in Explore (Zendesk's advanced reporting tool) and it provides the ability to build dashboards for Groups and Teams (or anyone).
If you have not already checked it out more information here (including how you can get access to Explore for Sell) and some detailed information on setting up dashboard filters, etc, in Explore here.
Hi Marie, Thank you. However this was not about reporting, but have default dashboards within Sell for certain groups with specific smart lists. While Explore does solve for reporting, we are most interested in the Sell Dashboards for smartlists (yes reporting here would also be nice). Its a challenge across the sell platform for scaling and growth. We are limited as an admin to set our team up to win. We have to put on them to create the dashboard with Smartlist and such, set their own notifications and such.
The is definitely going to be a huge item when it comes to renew. This functionality is a basic staple amongst the competitors.
Thank you for all the feedback so far.
Can you share more on what would you like to determine differences of default dashboards between the groups? E.g. would it be always, for example, a deal smart list, but filtered down by deal ownership within a certain group? Or something else?
Near term option: Explore provides ways to create dashboards with global filters. You could bring few widgets with a table view (that can show multiple columns you need, so even more robust than Smart List widgets on Sell dashboard). From those tables, each deal can have a direct link to a deal in Sell.
Mid, and long term options: not sure if your use case would fit this, but both reporting and mentioned tables from Explore could become embeddable inside of Sell, in the future – this is not yet planned though.
Dashboards would be created for specific functional roles. We have two sales teams that have different sales cycles. One is more transactional based and makes regular visits to customers on a schedule. Their dashboards would be focused on visit schedules and promotions, which we manage through custom fields and contacts smart lists. The other sales team is more focused on capital sales. Their dashboards would include more deal smart lists, as well as contacts smart lists for managing customer interactions. Our managers and AR team need to review & approve deals and some contacts changes - those teams need dashboards to manage that review process. The managers dashboards would also include the widgets used by their sales teams. With over 100 users, it is impossible to work with each individual user to help them configure their dashboards. They become less efficient because they need to "take the long way around" to navigate through the software instead of having well organized dashboards. Does that help?
Thank you Stephanie Church, this does help a lot, it is a great rundown!
So Explore seems to be the best fit here to:
- define functional dashboards
- bring in smart list like views, and reports
- set relevant filters, so that each user gets data of interest
The last missing piece then would be then to embed that inside of Sell in the future.
We would want the dashboards/reports to appear native to Sell, even if they were actually generated through Explore. It seems complicated for our users to need to use two applications to manage their Sell data, and that would be a barrier to adoption.
Further, most of our Sell users do not have Support accounts. My understanding is that Support accounts are required to use Explore.
There are other user settings beyond dashboards that we would like to be able to administer through sell - specifically notifications and e-mail syncing. Is there anything on the Sell roadmap for enhancing the Administrator capabilities within Sell?
Thanks for your input!
Thanks again for all the details – that's helpful!
Currently 1 support seat is required to have Explore. Then each Sell user can be provided with an access to Explore with a "Viewer" role.
As for notifications - here's an article on managing notifications inside of Sell: https://support.zendesk.com/hc/en-us/articles/4408821445146-Setting-up-notifications-in-Sell – each user manages their own notifications
In regards to email syncing:
- here is some account-wide email blocking settings information: https://support.zendesk.com/hc/en-us/articles/4412645124506-If-I-block-an-email-in-Sell-using-the-blocklist-does-this-block-the-email-for-all-other-users-
- Sharing emails with the team settings: https://support.zendesk.com/hc/en-us/articles/4408834060186-Sharing-email-conversations-with-your-team - each user manages their own email visibility settings.
Thanks, Jakub. We'd love to have the option to have admins manage the notifications and e-mail visibility, or at least set a company selected default. Our users are not all compute savvy, and it takes a lot of our time to work with them each individually to get their settings correct. Most of them find it confusing that I can't just do it for them. Any chance of getting that on the roadmap?
Thanks for further use cases. I cannot commit on these to land on a roadmap, BUT all of your signals and struggles you've provided are being captured, and are taken into account in roadmap planning, so again I do thank you for all the details that provide necessary clarity on what are the jobs our solution could help you with doing.
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