Access to the right data at the right time makes all the difference between possibility and reality. Data helps you understand what to fix, and even how to fix it. With that in mind, we wanted to help our customers dig deeper into their performance metrics, and have actionable information at hand all the time.
We built dashboards like The Headquarters in Zoho Desk. When decision-makers wanted to see the underlying data, Zoho Desk allowed them just that through custom reports. While these reports and dashboards serve the most common needs of decision-makers well, we understand that they could have needs that are unique to their business. These were needs that only a full-service business intelligence product could address. So we've extended Zoho Desk's capabilities by integrating with one of the most popular BI products, Zoho Reports.
This integration opens up Zoho Desk as a data source within Zoho Reports, so decision-makers can import raw data and mix-mash it to create a number of actionable reports and dashboards.
Quick setup
We've worked to ensure it's easy to set up this integration. Your customer service team works hard already. It shouldn't be more difficult to see the rewards of their hard work. Here's a step-by-step guide to help you integrate Zoho Desk with Zoho Reports.
Readymade reports and dashboards
We've already built over 70 reports and charts to help you get started. They span multiple areas like agent performance, customer happiness, channel-based performance, and progress across ticket statuses.
Fully customizable
You can customize any of these standard reports and dashboards, or build your own from scratch. Simply import data, choose what data points to include in the report/dashboard, and create your own within minutes.
Ready to distribute
Share actionable insights with other stakeholders within your company. Use data to back your decisions and build company-wide consensus around them.
Zoho CRM - Zoho Desk Dashboard
In addition to our standard dashboards, we've created a public dashboard here to illustrate what you could accomplish if you already use Zoho CRM and Zoho Desk.
We're excited about the opportunities this integration brings to your decision-makers. Try it and tell us what you think.
Note: Customers have to be on paid plans in both Zoho Desk and Zoho Reports to use this integration.