Here are some dashboard templates you can create for your team.
Executive Overview
A high-level snapshot for founders or managers who want the big picture at a glance. Focuses on the metrics that matter most at a leadership level.
- Stat — CSAT score
- Stat — AI automation rate
- Stat — Total conversations
- Stat — Closed
- Stat — Backlog
- Line — CSAT over time
- Line — Created vs closed tickets
Team Performance
Built for support managers who want to track how individual agents are doing and spot who needs coaching or recognition.
- Stat — First response time
- Stat — Resolution time
- Stat — Escalation rate
- Stat — One touch rate
- Podium — Top CSAT
- Podium — Fastest response
- Podium — Best one touch
- Podium — Fastest resolution
- Table — Agent performance
AI Agent Monitor
For teams actively optimizing their AI agent. Focused entirely on automation performance and where the AI is succeeding or falling short.
- Stat — AI automation rate
- Stat — Escalation rate
- Stat — Messages per ticket
- Bar — AI automated vs manual
Daily Operations
For agents and team leads who need a live view of the queue right now. Workload-heavy and real-time focused.
- Stat — Total open
- Stat — Total pending
- Stat — Total assigned
- Stat — Average per agent
- Stat — Backlog
- Progress — First response time by channel
- Table — Workload by agent
Customer Satisfaction Focus
For teams running a CSAT improvement initiative. Everything needed to monitor and act on satisfaction data.
- Stat — CSAT score
- Stat — First response time
- Stat — One touch rate
- Donut — CSAT distribution
- Line — CSAT over time
- Podium — Top CSAT
Volume & Capacity Planning
For managers planning staffing or spotting seasonal trends. Focused on volume patterns over time.
- Stat — Total conversations
- Stat — Closed
- Stat — Backlog
- Stat — Unique conversations messaged
- Stat — Average per agent
- Line — Created vs closed tickets