Articles in this section
Why Use Cases Create Service Contracts Creating Articles in Vtiger CRM Creating FAQs for Customer Support Help Center Managing Customer Cases Prioritize your Cases Using the Customer Portal Installing and Configuring the Partner Portal Using the Partner Portal Adding and Managing Partners Getting Chat Insights

Getting Help Desk Insights

Get insights into the performance of your customer support team with Help Desk Insights.
S
Sabqat Ruba
9 Mar, 2021 - Updated 6 months ago

Introduction

Wish to know how your support team is handling customer cases?

 

Get all important metrics such as the number of backlogs, violated and escalated cases, SLA performance, and more with Help Desk Insights. 

 

It is the one-stop destination to get a summary of your support team’s progress.

 

Help Desk Insights consists of widgets that display information in charts. Each chart shows a specific set of data related to the support team’s performance. 

 

This feature is extremely helpful for support team managers and supervisors, who can get all the insights in one place. 


Accessing Help Desk Insights

Follow these steps to view Help Desk Insights:

  1. Log in to your CRM account.
  2. Click the Main Menu.
  3. Go to Help Desk.
  4. Select Help Desk Insights.

Feature Availability

Help Desk Starter

Help Desk Professional

Help Desk Enterprise

All-in-One Professional

All-in-One Enterprise

Feature Availability

Help Desk Insights

-

 

Note: Help Desk Insights is not available in any of the Sales editions.

Widgets Available

Help Desk Insights is divided into two parts: 

  • Real Time Metrics: These are the crucial metrics important for a support manager, such as violated cases and unresolved cases. Support managers can use this data to take necessary actions. 
  • Historical Metrics: Historical metrics show data gathered over a period of time, such as an agent’s performance from time A to time B, average first response time, etc. You can also filter the data based on time.


Widgets: Real time metrics

 

Widget

Description

Violated Cases

Shows the number of cases that have violated the SLA

SLAs Due in

Shows the number of cases that are due in 1, 6, 12, and 24 hours based on SLA 

Unsolved Cases

Shows the number of unresolved cases

Agent Load

Shows the number of cases each support agent is handling. You can filter the chart by agent name

Channel

Shows the number of cases grouped by the channel through which they have come in, such as Phone, Email, etc

First Response

Shows the average time taken to send the first reply to a case

Case Age (H)

Displays the average case age in hours, categorized based on status. This helps you analyze the average time a case stays in a specific status and the average time taken to resolve it

 

Note: You can view the list of cases by clicking on the chart in each widget.


Widgets: Historical metrics

 

Widget 

Description

Case Backlog

Number of cases that are yet to be resolved, grouped by case Status

Case Age

Shows the average age of all of the cases in Hours

First Response Time/Resolution Time

Shows the average first response time and case resolution time in hours

SLA Performance & Survey Response

Shows the SLA fulfillment rate and the customer satisfaction survey response rate

Agent Performance

Depicts the performance of support agents using important metrics such as case count, average response time, survey response, etc. You can filter the chart by group or user

 


Handy Hint

Most charts show data that are grouped by multiple aspects. For example, the Case Backlog is grouped by different case statuses such as New, Assigned, Open, etc. If you do not want to view the data on Open cases, you can simply click on the label provided at the bottom. 

 

In the screenshot below, ‘Open’ is greyed out because the chart is not displaying data on Open cases.

 

Filters in Historical Metrics

Help Desk Insights provides an option to view the historical metrics filtered by time. The filters that you set are applied to all the charts/metrics.

 

You have the following filters: 

You can view today’s metrics, last month’s metrics, etc. depending on what option you select. 

 

Follow these steps to use the filter:

  1. Log in to your CRM account.
  2. Click the Main Menu.
  3. Go to Help Desk.
  4. Select Help Desk Insights.
  5. Click the date range shown on the top right side of the page.
  6. Select an option.
  7. Click the Apply button.
 

Note: You can also filter the charts by Day, Week, or Month. Click the button on the top right corner of the page to do so.

Actions Available on Widgets

Here are the actions you can perform on a widget. However, not all actions are available on all widgets.

 

Action

Description

Refresh

Click to refresh widget data

Full Screen

Click to display widget data in full screen

Print

Click to print widget data

Save as Image

Click to save widget data as an image in PNG format

Home Privacy Policy Terms of Service Security Center Policy & Legal Center Contact Us
© Copyright 2021 Vtiger. All rights reserved.
Powered by Vtiger
Facebook Twitter Linkedin Youtube