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Zoho Desk

Dashboard (Desk)

Dashboards in Zoho Desk provide visual real-time displays of key support metrics including ticket queues, SLA health, and CSAT for management visibility.

A dashboard in Zoho Desk is a visual display of key support metrics and reports in one screen. Dashboards provide real-time or near-real-time visibility into ticket queues, agent performance, SLA health, and customer satisfaction.

Standard Dashboards in Zoho Desk

Zoho Desk includes several standard dashboards: the Overview Dashboard (overall account health), the Agent Dashboard (per-agent performance), the Ticket Dashboard (queue status and SLA), and the CSAT Dashboard (satisfaction trends). Each provides a curated view for its intended audience.

Custom Dashboards

Managers can build custom dashboards by selecting report widgets, arranging them on the screen, and setting refresh intervals. A custom dashboard for a support team lead might show open ticket count, SLA countdown charts, agent availability, and today’s CSAT scores in one view.

Dashboards for Different Roles

Zoho Desk dashboards can be shared with specific user roles. A billing team lead sees their department’s dashboard while the overall support manager sees a consolidated view. Role-based dashboard sharing ensures each user sees the most relevant information for their responsibilities.

Example: A support director at a financial services firm has a custom Zoho Desk dashboard showing open tickets by priority, SLA breach risk, CSAT trend for the past 30 days, and agent availability. She reviews this dashboard in the morning stand-up to set priorities for the day.
What is a Dashboard in Zoho Desk?

A dashboard in Zoho Desk is a visual display of key support metrics, showing ticket queues, agent performance, SLA health, and CSAT in one screen. Dashboards provide real-time visibility for managers and team leads.

Can I create custom dashboards in Zoho Desk?

Yes. Custom dashboards are built by selecting report widgets, arranging them on the screen, and setting refresh intervals. Dashboards can be shared with specific roles, ensuring each person sees the metrics most relevant to their function.

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