zendesk performance dashboards

For example, you might want to view this data by deal source, pipeline, or deal owner. Zendesk Explore lets you easily share analyses and dashboards with your entire organization, partners, or customers, so everyone can work together to improve the customer experience. For more information on how this is done, please see the A review will only enter this stage if your reviewee has marked it as inaccurate. Clicking into the Active Deals report provides you with many options for customizing your view of this data. For example, you might want to change the timeframe or otherwise add a filter to the Available in the Professional, Enterprise, and Elite versions of Sell, t Select the handle and drag the widget to the size you want. Click the If you have any queries that this guide couldn't answer, please contact

These are explainedThe first stage of the review process. Know what’s happening while it’s happening Every day brings a whole new set of challenges. Great question and dialog.

Performance Dashboard widgets. Agent Dashboard runs 100% natively in your Zendesk environment. But with a versatile team of agents, savvy management, and up-to-date snapshots of support team performance, it’s easier than ever to provide great customer service. It does not connect to any external servers, and none of your Zendesk data will be collected. For example, the Revenue widget shows you the total revenue in a given time period.

Expand this section by clicking on it, then select Alternatively, if the meeting is taking place at that moment, you can click on the The meeting has been scheduled but no content has been added to the review.

The Performance Dashboard includes a revenue widget and report that shows you the total revenue (won deals and their values) in a given timeframe. Clicking the widget shows you the detailed revenue report, which you can use to adjust the time frame and apply filters to customize the view of your data.The Revenue report is similar to the other reports that are available in Sell. This also includes custom fields that you added to deals in your Sell account and set as filterable.If you want to save the customized view of the data you created, click the Is there a way to see probability adjusted pipeline value in the performance dashboard?Additionally, is there a way to see value by funnel stage? You can also choose to see activities for everyone or choose a specific team, group, or team member (including yourself).You can add, remove, and reorganize the order of the widgets on your version of the Performance Dashboard.You can remove a widget from your dashboard by hovering your cursor over the widget and then clicking the To reorganize the order of the widgets on your dashboard, use your mouse to click, hold, and then drop the widget wherever you want it on the page.You can also enlarge a widget by selecting the resizing handle on the lower right corner of the widget.

The Performance Dashboard includes a revenue widget and report that shows you the total revenue (won deals and their values) in a given timeframe. This webinar will be most helpful for customers who have created at least one custom report, or who are looking to. The Sell performance dashboard provides you with a set of widgets that you can use to monitor sales performance goals, deal activity and outcomes, and other pipeline management tasks.For a quick overview of the Performance Dashboard, watch this video:The Performance Dashboard is visible to and can be customized by all Sell users. These are explained below. To view the Revenue widget and report. Simply install the app.

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