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Whether your system is slowing you down or no longer scales, clear intake, smart self-service, and simple automation remove unnecessary volume so your team can focus on what truly matters.
Smart reporting for Zendesk
Turn support data into decisions
Most teams have Zendesk Explore. Few use it well. We build custom dashboards that actually get used — clean, relevant, and designed around the decisions your team needs to make. From executive summaries to real-time agent coaching views.
Why most Explore dashboards fail
Zendesk Explore is powerful. But out-of-the-box dashboards rarely match how teams actually work. Leadership wants strategic trends. Managers need operational alerts. Agents need personal performance feedback. One dashboard can't serve everyone.
The bigger problem: data quality. If ticket fields aren't filled consistently, tags are random, and workflows bypass structure, even the best dashboard shows garbage. Smart reporting starts with clean data and clear purpose.
What smart reporting delivers
Right metrics, right stakeholder, right time
Data is only useful when it drives action
We don't build dashboards for the sake of dashboards. We build reporting systems that help teams see problems early, allocate resources better, and prove impact to leadership.
- Dashboards designed around decisions, not just data
- Clean data structure ensures accuracy
- Real-time updates and proactive alerts
- Training so teams can maintain and extend reports
The result: reports that get opened, insights that get acted on, decisions backed by evidence.
What makes our dashboards effective
We start with decisions that need to be made, then design dashboards that surface the right data at the right moment.
Before building dashboards, we audit and clean your data structure — tags, fields, workflows — so insights are accurate.
High-level views with the ability to drill into details — see trends, then investigate root causes.
Automated notifications when thresholds are breached — SLA violations, satisfaction drops, volume spikes.
Different dashboards for different roles, all pulling from the same clean data structure.
Our dashboard delivery process
Step 1
Data quality audit
We review ticket fields, tags, workflows, and data consistency to identify gaps before building reports
Step 2
Stakeholder interviews
Understand what decisions each team makes, what metrics matter, and what currently blocks insight
Step 3
Dashboard design
Build custom Explore dashboards with the right visualizations, filters, and drill-downs for each stakeholder.
Step 4
Calculated metrics setup
Create custom KPIs, trend calculations, comparative metrics, and business-specific formulas.
Step 5
Training & documentation
Train teams on how to use dashboards, interpret trends, and build their own reports over time.
Step 6
Ongoing optimization
Review adoption, gather feedback, refine dashboards as business needs evolve.
Interesting articles from our experts
Watch how a well-designed dashboard suite helps leadership track strategy, managers optimize operations, and agents improve performance — all from the same clean data foundation.
Frequently asked questions
A single dashboard typically takes 3-5 days from discovery to training. A complete multi-stakeholder reporting suite takes 2-3 weeks. Complex enterprise reporting with data cleanup and BI integration can take 4-6 weeks.
Zendesk Explore focuses on Zendesk data. For cross-platform analytics (CRM, sales, product data), we can help export Zendesk data to BI tools like Tableau, Power BI, or Looker and build unified dashboards there.
We start with a data quality audit. If ticket fields are inconsistent, tags are random, or workflows bypass structure, we'll identify gaps and recommend cleanup before building dashboards. Clean data is the foundation of useful reporting.
Absolutely. We provide comprehensive training on Explore fundamentals, dashboard design best practices, and how to create and customize reports. The goal is to make your team self-sufficient over time.
Ready to unlock insights from your support data?
Request a dashboard consultation to discuss your reporting needs and see examples of what we can build.









