The Dashboard gives you an overview of what’s happening with your service desk software currently. It is tailored according to your role as well as the current plan of your helpdesk.
Agents can quickly get up to speed with what’s on their plate for the day and keep an eye on what customers think about their support. Supervisors and Admins can take stock of daily trends, agent availability and current customer satisfaction ratings to make quick decisions on staffing and work distribution. They can also filter the Dashboard by Group or Product to only see metrics corresponding to a particular group or product.
At the top right corner of the Dashboard, you will see the following icons:
|You can create a new ticket, outbound email, contact or company by clicking on the corresponding option in this dropdown.
|You can search your entire helpdesk for specific information about tickets, solution articles, forum posts or customers from the search tab. To know more about how search works, please read here.
|You can see real-time alerts on important ticket events in the Notification Center. Learn more about smart notifications.
|You can control your availability to accept chats from visitors on your website, if the Admin has given you the permission to do so. Learn more about agent availability here.
On the Estate plan, an admin will see the following widgets on the Dashboard:
Ticket summary metrics
*All the above widgets will be displayed only if you are in Estate plan and above.
*If you are in other plans, the widgets will be displayed according to the features available in your plan.
*For example: If you are in Sprout/Blossom plan, you will not be able to view details of the tickets that are overdue.
Ticket summary metrics
The Ticket summary
ribbon tells you how many tickets are currently being handled by agents in your helpdesk
. You can see the number of tickets that are in the following statuses - Unresolved, Overdue, Due today, Open, On hold and Unassigned
, right at the top of the Dashboard for easy reference.
The Recent activities list at the top right corner of the Dashboard shows you a timeline of activities on new tickets submitted to your helpdesk, as a right slider panel. This will include status changes, ticket assignments and even, agent replies. You can directly jump to a ticket, customer, or agent by clicking on the corresponding link in the list.
The Today’s trends widget displays a graph showing the number of tickets received today at a particular time compared to the same time the previous day. You can also the top ticket metrics such as tickets received/resolved, average first response and response times, and the SLA resolution percentage for the day here.
The Unresolved tickets widget shows you the total number of unresolved tickets per group in your helpdesk. Clicking on View details at the top right of the widget will display a split of these tickets by their status. If you filter the dashboard by a particular group, the widget will display the numbers according to ticket statuses.
The Arcade widget has two tabs - Leaderboard and Achievements. The Leaderboard tab showcases the top agents in your team who are leading the race to the Gamification trophies. The Achievements tab displays your current points, level as well as badges you have earned. Clicking on Show all quests at the bottom of this tab will show you the complete list of quests currently available in your helpdesk.
Note: This widget will be visible only if you have Arcade enabled on your helpdesk.
The Customer satisfaction widget shows the number of CSAT responses received across the helpdesk as well as a percentage split up of how many were positive, neutral or negative. This will give you an overview of how your customers feel about your support, at a glance.
The Available agents widget shows the number of agents currently available to work on tickets in your helpdesk.
The Forums widget displays the number of posts in your forums which are in the moderation queue and those that have been marked as spam. It will be visible to all agents who have moderation permissions.
The Todo widget can be used to set reminders for important tasks. Unlike the Todo widget associated with each ticket, this list is specific to every agent and will be visible to only to you. Any todos that you personally add to a ticket are also displayed in this list and will link back to the corresponding tickets. Hovering over a Todo will display the Edit and Delete icons.
The moment your agents login to your support portal, the first thing they see is a quick summary of everything happening on your helpdesk, right from the Dashboard.
The Dashboard consists of the following items:
Ticket Summary ribbon
Recent Activity list
Live Chat Summary
Forum Moderation Summary
The Ticket Summary ribbon tells you how many tickets are currently being handled by agents in your helpdesk. The number of tickets having various statuses, including Open, On-Hold, Due Today, Unassigned and Overdue shows up right at the top for easy reference.
The Recent Activity feed shows you a timeline of new tickets submitted on your helpdesk, status changes, and even, agent replies. You can directly jump into a ticket, customer, or agent by clicking on the corresponding link in the activity feed.
You can create a new ticket right from your dashboard by clicking on the +New button on the top right of your dashboard. You can also search for anything within your support portal using the Search feature.
A To-Do List can be used by agents to set reminders for their important tasks. This To-Do list, unlike the one available in the ticket details page, is personal to every agent. However, all the To-Do's you personally add to a ticket is also added to this list. To-do's added for tickets will link back to those tickets.
The Freshfone summary widget on your dashboard displays the number of agents currently online, the number of agents currently talking to customers and a link to your helpdesk’s call history. Call History shows you a list of calls, who called whom, how long ago, how much it cost you and an option that lets you convert the call into a ticket. You can also filter the calls by number, call type, agents, time period, requester and group of agents.
Note: The Freshfone widget shows up only if you've purchased a Freshfone number.
The Live Chat summary widget showcases numbers like the number of agents currently in conversation with visitors, the number of available agents, the number of visitors, and the number of returning visitors. The Visitors list gives you a list of the visitors who are currently online on your site. The Message Archives enables you to browse through earlier messages and conversations.
Note: The live chat widget shows up only if you've enabled live chat, which is available from the Garden plan.
The Forum Moderation summary widget shows you the number of posts in your forum which are spam and those in the moderation queue. It will be visible to all agents who have moderation permissions.
The Leaderboard showcases the top agents in your team who are leading the race to the Arcade trophies. Clicking on it will take you to the complete table where you can see the points and rank of every agent in your desk. You can also check out all the Available Quests from the sidebar.
Note: Both these items will be displayed only if you use the Arcade feature, which is available from the Freshdesk Estate plan.