Understanding Static Dashboards in Radar

Understanding Static Dashboards in Radar

Managing a support center is not an easy feat. A support manager must vigilantly monitor the day-to-day activities of their business, to ensure everything runs smoothly, and proactively prevent slip ups. Radar helps them do their job fruitfully by providing them with intuitive dashboards that aggregate key metrics and critical insights in one place. The dashboards lay out key performance indicators (KPIs) and other important business data in a visually appealing and easy-to-consume format, making it easier for support managers to optimize processes and make better, more-informed, data-driven decisions.

Dashboards in Radar are grouped under two folders— Static and Other.

In this article we’ll take a look at the static dashboards in Radar.
  • Overview dashboard
  • Ticket status dashboard
  • Customer happiness dashboard
  • SLA dashboard
  • Call dashboard
  • Phone agent availability dashboard
  • Blueprint dashboard
  • Zia dashboard

1. Overview Dashboard


This dashboard gives you a comprehensive overview of metrics critical to your businesses. You can customize each component of the dashboard to display data from a specific time frame.
 
Component
Description
Uses
Tickets Overview
Displays the number of requests in important statuses like open, on hold, overdue, due today, and due in an hour as cards
Helps you prioritize tickets and solve them on time.
Ticket Stats
The number of requests in different states over time represented as a stacked graph.
Identify trends that you can capitalize on or correct course.
Traffic Analysis
The number of tickets submitted from each channel represented as a pie chart.
Identify the channels that receive the most and least traffic to manage resources allocation and improve service.
Average Handling Time
First response time, average response times, and resolution time
each represented separately using meter graphs.
Evaluate the quality and efficiency of your service.
Happiness Rating
The number of good, okay, and bad ratings received along with the total count depicted as a pie chart.
Find out if your customers are happy with your service.




2. Ticket Status Dashboard

 
A dedicated dashboard to give you a granular view of the number of tickets in each status and the time they spend in there.
You can filter the dashboard to display data from a specific time frame and a specific agent. 
  

State vs status 

Tickets in Zoho Desk at any given time can be only in any of these three states - Open, Onhold,  or Closed. The states can be  mapped to multiple statuses.  

For example, the open state can have statuses like return initiated, item picked up, refund initiated, or refund processed. Statuses can give a deeper understanding of where a ticket stands in the resolution process.

Component
Description
Uses
Open request by status
The number of open tickets in each status visualized as a bar graph.
 
This component only displays the current stats.
Identify the status that stagnates the open tickets.
Requests by state
The number of tickets in each state is illustrated in a stacked graph.
Get insights on how efficiently the tickets are resolved.
Re-opened request
The number of tickets reopened each day is displayed in a bar graph.
Identify recurring issues.
Average handling time by status
The time tickets spend in each status represented in a bar graph.
Identify the status that delays the resolution.
Average handling time by agents
The average handling time of each agent in a tabular view.
 
This component can be filtered by status.
Evaluate individual agent performance.






3. Customer Happiness Dashboard

 
Customer happiness, also known as customer satisfaction, can make or break your businesses. The customer happiness dashboard enables you to take a deeper look into this important metric, helping you identify areas of improvement, do damage control ,and evaluate agent performance. 

 You can apply a time filter to each component of the dashboard to view data from a preferred time frame. 
Component
Description
Use
Customer happiness comparison
The number of good, okay and bad ratings received over a course of time represented as a stacked graph
Identify patterns and trends in customer happiness.
Happiness ratings
A donut chart that visualizes the number of good, okay and bad ratings received against the total number of ratings.
Gauge the efficiency of your service.
Happiness rating by agents
A tabular view of the percentage and count of good, bad, and okay ratings each agent received.
Evaluate agent performance and set targets for your team.
Customer happiness analytics
A tabular view of the feedback associated with the rating received by one or all of your agents.
Learn what your customers liked or did not like about the help they received.







4. SLA Dashboard


The SLA (Service Level Agreement) dashboard helps to check if your team is adhering to the SLA policies you've set and ensure that your customers receive the finest quality of service. The easy-to-understand visualizations of SLA violations will enable you to act quickly and mitigate any impact the violation may have on your customers and business.

You can filter this dashboard by SLAs, violation type, agents and time frame.

Component

Description

Uses

SLA overview report

Displays the number of SLA violated tickets, SLA violations, residual time and violation time as cards.

Get an overview of these key SLA health signifiers in a glance.

SLA violated tickets

A bar chart that displays the number of request that breached SLA targets over a period of time.

Identify complex tickets that require a significant amount of time to solve.

Achieved vs Violated tickets

A donut representation of the number of requests that achieved and violated the applied SLAs.

 

Achieved vs violated count

A donut chart visualization of the number of times an SLA target was achieved to and violated

 

Violations by SLAs

A tabular view of the number of times an SLA was applied, attained and violated

Helps you analyze and optimize your SLA policies.

Violations by Agents

A tabular view of the number of times an SLA target was applied to an agent's ticket and the number of times they achieved and violated them.

Discover how well your agents are adhering to SLAs.

Violations by time

Displays the number of SLA violation at every hour

in the current day in a line chart.

Identify the times when SLAs are violated the most to improve your workflows.

Violations by status

The number of violations in each ticket status visualized as a bar chart.

Pinpoint the status that contributes to the maximum violations and see if you could use the onhold state for better compliance.

Violations by channels

The number of violations in each support channel visualized as a bar chart.

 


Determine the channel that has the maximum violations and check if more agents could be assigned to handle requests in those channels.








Learn more about SLAs here:

5. Call Dashboard


A dashboard specifically designed to give your insights about the your phone channel support. It equips you with just the right knowledge to use this timeless and indispensable support channel to your advantage.

You can customize the dashboard to display data from a specific time frame and agent.

Components
Description
Uses
Call metrics
A line graph to show number of answered or missed, inbound and outbound call each day over a period of time.
Identify peak times and period of inactivity for better resource allocation.
Inbound vs Outbound
A donut chart representation of the number of inbound and outbound calls against the total number of calls.
Understand your phone channel traffic.
Inbound answered vs missed
A donut chart depiction of the number incoming calls
that were answered and missed.
When you know the number of calls you've missed, you can drill down to the reason behind missing those calls and schedule follow-ups.
Outbound answered vs missed
A donut chart depiction of the number of answered and missed outbound calls.
 
Find out how often your agents reach out to your customers proactively.
 
Agent call stats
A tabular view of the number of calls associated with an agent, the number of calls they accepted (inbound), the number of calls they made and the overall time they spent on calls (talk time)
Monitor your phone agents performance.





6. Phone Agent Availability


Displays an organized list of agents based on their availability to take calls. Makes it easy to assign phone calls to available agents. 

The dashboard displays dynamically updated current stats. 


Components
Description
Uses
Online
A list of agents who are available, on call, or engaged in after call work, and how long they've been in that status.
Know which agents are available to take calls and the agents who will soon be freed up.
Busy
A list of agents who are engaged on calls and how long they've been in that status.
Know which agents are unavailable to take calls.
 
Offline
A list of agents who are offline and how long they've been in that status.
See which agents are offline for a prolonged amount time.




7. Blueprint Dashboard


Find out if the support processes you've set (via blueprints) are effective and if you're team is adhering to them. The dashboard will help you discover the bottlenecks in your processes and further optimize them.

You can filter the dashboard data by blueprints and time frame. 


Component
Description
Uses
Active Blueprint tickets
A multi graph representation of the number of tickets that currently have a blueprint applied and the number of tickets that have violated a state-level SLA.
Monitor and evaluate process adherence.
SLA violated states
A bar graph to depict the number of times each blueprint state violated a state-level SLA.
Discover which blueprint states that act as bottlenecks in your process.
SLA violated tickets
A dial chart that visualizes the number of tickets that adhered to and violated a state-level SLA in a blueprint.
This component can help you analyze the cause of violations and devise strong escalation procedures to deal with them.
Average time per blueprint
A bar chart representation of the average amount of time tickets spend in a blueprint.
Zero in on the blueprints that are tedious and time-consuming and optimize them.
Average time per state
A bar chart representation of the average amount of time tickets spend in a blueprint state.
Find out which the blueprint states that slow down your process.
Transition occurrence
A bar chart depiction of the number of times each blueprint transition is performed.
Evaluate the frequency of transition occurrence and identify the most performed transitions.

 



Also read Understanding blueprints and creating a blueprint for a clear understanding of blueprint states, transitions and state-level SLAs, 

8. Zia Dashboard


Zia is Zoho Desk's AI powered virtual agent, she uses advanced techniques like 
data mining and MLL  to suggest replies, detect anomalies and predict customer sentiment in tickets. Find all the game-changing insights she provides in this powerful dashboard.

Component
DescriptionUses
TrendMulti-line graphs to show the trend in incoming/outgoing responses for the present day and the previous 30 days along with anomalies.Identify peak and drop times along with anomalies. These insights can be used to manage resource allocation.
Trending auto tagA word cloud of the most used ticket tags in the last 24 hours.Identify the issues for which you get the most tickets.
Sentiment analysis
The count and percentage of positive, neutral and negative sentiments in ticket responses, depicted using appealing emoticons.
 
Time frame - last 24 hours
Get insights on the general sentiment of customers towards your business and service.
Sentiment trend analysis
A stacked bar chart to show the number of positive, negative and neutral ticket responses over a period of time.
 
Available time filter - last 24 hours, last 7 days.
Identify trends in customer sentiment and use them to enhance the quality of your support.





For more information on this dashboard read Zia — An Overview.

Viewing Dashboards

To view dashboards in Radar, you must first enable it in the Radar store.

To enable dashboards

  1. Tap the menu icon in at the bottom of your screen. Here, you'll find the enabled insights.
  2. Tap the (+) icon. This will take you to the radar store.
  3. In the Radar store, scroll down and toggle on Dashboards.
Or
  1. Tap the setting icon at the bottom of your screen. 
  2. Select Radar store
  3. Scroll down and toggle on Dashboards.
Dashboards will be enabled and added to your home screen.
 

To access dashboards 

  1. On your home page, swipe left or right until you reach the dashboards grid.

To make dashboards your hompage 

  1. Tap the menu icon at the bottom of your page.
  2. In the insights grid, press and hold down dashboards and move it to the front.
Dashboards will now become your home page.
 

Customizing the Dashboards Page

The dashboards page displays a grid of the dashboards available in Radar. You can customize this page to display only the dashboards you frequently check, and remove the others.
 

To customize the dashboards page 

  1. Tap the filter icon in the top right. 
  2. In the select the dashboards page, you will find dashboards in the static folder. 
  3. Tap on the folder to view its dashboards.
  4. Select a dashboard by tapping on it. ( tap it again to unselect. )
 
The selected dashboards will be added to the dashboards grid.
 
 
 
 

 
Or

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