Starter dashboards
Choose one of three ready-made dashboards:
You can also start with a blank dashboard.
Set it up
1
Open a dashboard
Go to Dashboard and select a starter dashboard, or
create a blank one.
2
Add widgets
Add up to 24 widgets. Choose from ticket volume, SLA performance, topics, tags, ticket fields,
support revenue, automation rate, time and money saved, first response time, CSAT, and the agent
leaderboard.
3
Choose the right view
Use a KPI for one number, a chart for change over time, or a breakdown, heatmap, table, or
leaderboard for comparisons. Available views depend on the metric.
4
Arrange the grid
Drag widgets across the four-column grid. Resize each widget to span one to four columns. Undo
and redo changes during the current editing session.
5
Finish the design
Rename the dashboard and choose a colorful or solid theme. You can reset a starter dashboard to
its template or delete a dashboard you no longer need.
Date range
The dashboard currently filters widgets by date only. Choose today, the last 7, 14, or 30 days, or a custom range of up to 90 days. Widget queries never cover more than 90 days. Trends compare the selected period with the previous period of equal length.Share a dashboard
Keep a dashboard private, share it with specific people or teams, or make it available to your organization. Recipients without edit permission see shared dashboards as read-only. The owner can edit their dashboard. A user with themanage_shared_dashboards permission
can also edit an accessible shared dashboard. Their changes update that dashboard directly;
they do not create a personal copy.
Public links can show your branding or keep the dashboard anonymous.