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Getting Internal Ticket Insights
Table of Contents
Introduction
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Internal Ticket Insights is a dashboard that gives you information related to internal tickets. The status of internal tickets, the response on closed tickets, the team’s performance, and other metrics are readily available with a few clicks.
Accessing Internal Ticket Insights
Follow these steps to view Internal Ticket Insights:
- Log in to your CRM account.
- Click the Main Menu.
- Go to the Dashboard tab.
- Select Internal Ticket Insights under Dashboards.
Feature Availability
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Widgets Available
Internal Ticket Insights are divided into two parts:
- Real Time Metrics: These are crucial metrics, such as violated cases and unresolved cases. Managers can use this data to take necessary actions and improve the ticket resolution time.
- 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
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Widgets: Historical metrics
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Handy Hint
Most charts show data that are grouped by multiple aspects. For example, the SLA Performance and Survey Response chart is grouped by different types of responses such as Positive Survey, Negative Survey, etc. If you do not want to view the data on any of the responses, you can simply click on the respective label provided at the bottom.
In the screenshot below, ‘Neutral Survey’, ‘Negative Survey’, and ‘No Response’ is greyed out because the chart is not displaying data on them.
Filters in Historical Metrics
Internal Ticket 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:
- Log in to your CRM account.
- Click the Main Menu.
- Go to the Dashboard tab.
- Select Internal Ticket Insights under Dashboards.
- Click the date range shown on the top right side of the page.
- Select an option.
- Click the Apply button.
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Actions Available on Widgets
Below are the actions you can perform on a widget. However, not all actions are available on all widgets.
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