HelpScout for Customer Support Dashboard Template

Template created by Databox Databox
This free, intuitive, and customizable HelpScout for Customer Support Dashboard Template allows you to track responsiveness and handling time across your support team, as well as other crucial customer support metrics and KPIs.

Uses one-click integrations:

  • Help Scout Mailbox Help Scout Mailbox

If you don’t use Help Scout Mailbox, you can pull data from any of our 100+ one-click, native integrations or from spreadsheets, databases and other APIs.

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What you’ll learn from this HelpScout for Customer Support Dashboard Template:

Monitor and assess your customer service team’s performance in terms of speed and quality at any given point in time. Connect your Help Scout account and learn:

  • How long do customers have to wait to get a response? View the number of minutes, hours, or days it takes for your customer agents to first respond to a customer inquiry or support ticket. It is worth the effort to keep your first response time as low as possible, as this metric plays a crucial role in determining how satisfied your customers are or will be. Stay focused on the marketing channels that are actually driving results and make adjustments to the ones that are underperforming.
  • How long does it take on average for customer issues, tickets, or cases to be resolved? Keep an eye on the average amount of time it takes your customer support team to resolve all open tickets or issues daily. If your resolution time is high, it is important to find out why and what to do to fix the attributed bottlenecks, i.e., are your agents overburdened with work? Lacking knowledge in certain areas?
  • How do I measure and manage customer happiness? Track your customer satisfaction and experience ratings. That is, find out how happy your customers are on average with the support they received within a specified time period. Also, see and compare side-by-side the aggregate happiness score given to each customer support team member.
  • What is the average length of a customer's call? Measure your customer team’s efficiency based on the average amount of time it takes them to handle a call or transaction from the time the customer initiates the call until the end, and this also includes hold time and transfers.
  • What percentage of customer conversations got resolved on the first reply? Measure the percentage of conversations that were resolved on the first reply within the specified time period. This metric is a great measure of your team’s efficiency and how complex the tickets being handled might be.

Pull additional data using our deep integration with Help Scout.

What else can you track and visualize with our deep integration with Help Scout? When it comes to delivering an excellent customer experience, pretty much anything:

  • Cases by topic, cases by location
  • Average handle time
  • Resolved cases
  • Customer satisfaction score
  • Time to first response time
  • Interactions per resolution

There are numerous metrics and metric combinations you can track using Help Scout. And in Databox, you can quickly visualize dozens of customer service metrics in various ways.

Read more about Databox’s Help Scout integration.

Help Scout Mailbox Help Scout Mailbox metrics included in this template
  • First Response Time by Time Range

    Average First Response Time during the specified Date Range split up by Time Range.

  • Handle Time

    Time from when the editor is Opened, to when a reply is sent to the customer during the specified Date Range.

  • Happiness Score

    Happiness score, which is a number between 0 and 100 percent during the specified Date Range.

  • Happiness Score by Team Member

    Happiness score, which is a number between 0 and 100 percent during the specified Date Range split up by Team Member.

  • New Conversations

    Number of New Conversations during the specified Date Range.

  • Resolution Time

    Average Resolution Time for each period during the specified Date Range.

Customize this dashboard with Databox

Sometimes, you’ll want to dive deeper into performance. When you need to customize this template (or any other dashboard) to include different metrics, add metrics from different sources, etc., you can do so by using Databox’s Dashboard Designer.

The Designer allows you to easily drag-and-drop metrics and visualizations from any data source right into your dashboard.

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