📊 The Performance Dashboard: A Comprehensive Guide to Zendesk Sell's Reporting Tool
If you're looking for a way to improve your reporting capabilities and increase visibility into the activities in your Zendesk Sell account, look no further than the Performance Dashboard. This powerful reporting tool is the first thing you see when you log into your account, and it allows you to customize your reporting widgets to see the information that's most relevant to you and your role. In this article, we'll take a deep dive into the Performance Dashboard and show you how to get the most out of this valuable reporting tool.
📈 Getting Started with the Performance Dashboard
The Performance Dashboard is divided into two sections: the reporting widget section and the activity feeds section. The activity feeds section displays all recent activity that has occurred in your account, and you can filter this activity with any of the available filters. You can also filter the activity by specific users, which is useful if you want to see what a particular team member has been up to.
To customize your reporting widgets, click the plus widget icon to add any of the nine available widgets. Selecting the widget will add it to the bottom of your dashboard, and you can click and drag the widget to arrange the reports on your screen. You can even enlarge the important reports to give them more screen space.
📊 Customizing Your Reports
To customize a report, click into the widget and it will expand to fill the page. From here, you can select the filters and date range that you want to use for the report. You can always edit existing reports, but if you want to remove a report altogether, simply hover your cursor over the report and a trash can icon will allow you to remove the report from your dashboard.
It's important to note that each user can customize their own reports to see the ones that are relevant to them and their role. This means that you can create a dashboard that's tailored to your specific needs and preferences.
🚀 Benefits of the Performance Dashboard
The Performance Dashboard offers a number of benefits that can help you improve your reporting capabilities and increase visibility into the activities in your account. Some of the key benefits include:
- Customizable reporting widgets that allow you to see the information that's most relevant to you and your role
- The ability to filter activity by specific users, which is useful if you want to see what a particular team member has been up to
- The ability to edit and remove reports as needed, so you can always have the most up-to-date information at your fingertips
- A user-friendly interface that makes it easy to navigate and customize your dashboard
📉 Drawbacks of the Performance Dashboard
While the Performance Dashboard offers many benefits, there are also some potential drawbacks to consider. Some of the key drawbacks include:
- The need to spend time customizing your dashboard to get the most out of the reporting tool
- The potential for information overload if you add too many reporting widgets to your dashboard
- The possibility of missing important information if you don't set up your filters correctly
🌟 Highlights
- The Performance Dashboard is a powerful reporting tool that allows you to customize your reporting widgets to see the information that's most relevant to you and your role.
- You can filter activity by specific users, which is useful if you want to see what a particular team member has been up to.
- The Performance Dashboard offers a number of benefits, including customizable reporting widgets, the ability to edit and remove reports as needed, and a user-friendly interface.
- Some potential drawbacks of the Performance Dashboard include the need to spend time customizing your dashboard, the potential for information overload, and the possibility of missing important information if you don't set up your filters correctly.
❓ Frequently Asked Questions
Q: Can I customize my dashboard to see only the information that's most relevant to me?
A: Yes, each user can customize their own reports to see the ones that are relevant to them and their role.
Q: Can I filter activity by specific users?
A: Yes, you can filter activity by specific users, which is useful if you want to see what a particular team member has been up to.
Q: Is it easy to navigate and customize the Performance Dashboard?
A: Yes, the Performance Dashboard has a user-friendly interface that makes it easy to navigate and customize your dashboard.
Q: Are there any potential drawbacks to using the Performance Dashboard?
A: Yes, some potential drawbacks include the need to spend time customizing your dashboard, the potential for information overload, and the possibility of missing important information if you don't set up your filters correctly.
Resources:
- [Zendesk Sell](https://www.zendesk.com/sell/)
- [AI Chatbot](https://www.voc.ai/product/ai-chatbot) (a product that can automatically reduce large amounts of work on customer services)
