Creating a dashboard

Creating a dashboard in Zendesk Explore is an essential skill for anyone looking to analyze customer support data effectively. Dashboards allow you to visualize key metrics and trends, helping you make informed decisions to improve your customer service operations. In this article, we will guide you through the process of creating a dashboard in Zendesk Explore, step by step.

First, it’s important to understand what Zendesk Explore is and how it integrates with your Zendesk account. Zendesk Explore is a powerful analytics and reporting tool that provides insights into your customer support performance. It allows you to create custom reports and dashboards that can help you track various metrics such as ticket volume, response times, and customer satisfaction scores.

To begin creating a dashboard, you will need to log into your Zendesk account and navigate to the Explore section. Once you are in Zendesk Explore, follow these steps:

• Choose a Dashboard Template: Once you are in the Explore section, you can start by selecting a template for your dashboard. Zendesk Explore offers several pre-built templates that cater to different needs. These templates can save you time and provide a good starting point for your dashboard. If you prefer a more customized approach, you can also create a blank dashboard from scratch.
• Add Widgets: After selecting a template or creating a new dashboard, the next step is to add widgets. Widgets are the building blocks of your dashboard, displaying various data visualizations such as charts, graphs, and tables. To add a widget, click on the "Add Widget" button, and then choose the type of widget you want to include. You can select from options like bar charts, line graphs, or pie charts, depending on how you want to present your data.
• Choose Metrics and Attributes: Each widget requires you to specify the metrics and attributes you want to analyze. Metrics are quantitative measurements, such as the number of tickets solved or average response time, while attributes are qualitative characteristics that provide context, such as ticket status or agent names. By selecting the appropriate metrics and attributes, you can tailor your dashboard to reflect the specific insights you want to gain.
• Customize Your Widgets: Once you have added your widgets and selected the necessary metrics and attributes, you have the option to customize each widget further. You can change colors, adjust labels, and modify the layout to enhance readability and visual appeal. This customization allows you to create a dashboard that not only provides valuable insights but also looks professional and is easy to understand.
• Arrange Your Dashboard: After customizing your widgets, you can arrange them on your dashboard to create a logical flow of information. Drag and drop the widgets to different positions on the dashboard to achieve the desired layout. This step is crucial, as a well-organized dashboard makes it easier for stakeholders to interpret the data and draw conclusions.
• Save and Share Your Dashboard: Once you are satisfied with your dashboard, don’t forget to save your work. You can also share the dashboard with your team or other stakeholders by adjusting the sharing settings. This feature allows you to collaborate effectively and ensure that everyone has access to the same insights and metrics.

In conclusion, creating a dashboard in Zendesk Explore is a straightforward process that can significantly enhance your ability to analyze customer support data. By following these steps, you can build a comprehensive dashboard that provides valuable insights into your team's performance and helps you make data-driven decisions. Remember to regularly update your dashboard and adjust it as necessary to keep it relevant and useful as your business evolves.