Customer Experience, Service, and Support Dashboards

Examples to accelerate your next analysis

Salesforce Service Metric Overview Dashboard

Set targets for critical service metrics

With Tableau's Service Overview Dashboard Starter for Salesforce Service Cloud, it's possible to explore key metrics and trends such as Avg CSAT, Avg Response Time, and SLA Compliance across the business. From here, it's easy to create alerts if metrics fall below targets, set subscriptions to keep everyone on the same page, and collaborate across teams with commenting.

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Salesforce Case Tracking Dashboard Starter

Track customer service cases by status and rep

Tableau's Case Tracking Dashboard Starter for Salesforce Service Cloud visualizes your cases by status, prioritization and performance metrics, while allowing you to drill down into individual cases in the CRM. This dashboard is ideally suited to help customer service managers understand performance on previous cases and coach reps on where they can improve.

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Executive Service Dashboard Starter for ServiceNow

See current trends in the broader context

This Dashboard Starter for ServiceNow provides an overview of all incidents, problems, and requests. With key metrics such as year-over-year trends, overdue rates, average time-to-solve, and SLA percentages, you can quickly assess the overall health of a support area.

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Prioritize critical incidents for inspection and follow up

The Incident Report Dashboard Starter for ServiceNow provides an overview of all incidents opened in a month. Quickly identify trends and outliers with breakdowns by assignment group, priority, time-to-solve, and closing users and departments.

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Active Incident Tracking Dashboard Starter for ServiceNow

Assign resources to ongoing incidents

The Active Incident Tracker Dashboard Starter for ServiceNow lets you track and prioritize assigned incidents. Shows the distribution of all active incidents by time opened and category, and provides a full list with description, due date, and assignee. Click any row in the list to open the detailed incident page in ServiceNow.

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ServiceNow Problem Tracker Dashboard Starter

Assess the impact of service problems

The Problem Tracker Dashboard Starter for ServiceNow lets you track active problems and prioritize your efforts. Break down problems by opened and last-updated dates, and reveal priorities by showing trends and distributions. To assess the impact of each problem, you can open a list of attached incidents.

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ServiceNow Problem Report Dashboard Starter

Identify problematic areas during prior month

Provides an overview of all problems opened in a month. Shows the distribution of problems by open time, assignment group, priority, and age, helping you identify problematic areas. To understand impact, you can see problems with the most attached incidents and view a detailed description of each one.

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ServiceNow Request Report Dashboard Starter

View trends in requests by time and category

Tableau's Request Report Dashboard Starter for ServiceNow gives you an overview of all requests opened in a month. It shows the distribution of requests by weekday, category, and opened date to highlight patterns. You can also discover top requested locations and items using ranked lists.

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Identify call drivers with voice analytics

With this call driver dashboard from VoiceBase, you can track what customers are saying on your calls and identify why they are calling into your service centers. Tableau's extension enable you to drill-down and play a call to get granular details.

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Coach Service Agents With Call Scorecard

Coach reps by analyzing calls with agent scorecard

With this agent scorecard dashboard from VoiceBase, you can understand how your reps are responding to customer calls using voice analytics. Identify areas to improve with metrics like call ownership.

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Expose relationships between call drivers and handle time

This Average Handle Time Dashboard from VoiceBase shows what call drivers and reps have the longest handle time. This can be used to learn what works best to speed up service and share best practices internally.

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Put your net promoter scores in perspective

LinPack's Net Promoter Score Dashboard shows key trends and distribution for NPS. Filters enable anyone to get the exact right view they need of their scores.

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