Create Dashboards to track KPIs in GorgiasUpdated an hour ago

Dashboards provide a centralized and customizable way to visualize, analyze, and manage your Key Performance Indicators (KPIs). With dashboards, you can create tailored views to track specific performance indicators, organize data into actionable insights, and streamline decision-making. It allows you to combine multiple charts and metrics into a single interface, empowering your team to focus on the most relevant data for their goals.

Requirements

• Statistics are available on all Helpdesk plans
• All roles can view dashboards and reports, but only Admins and Team Leads can create, edit, and delete them. All dashboards and reports are shared across the organization and are not limited to individual admins or their specific teams.

What are reports and dashboards?

In Gorgias, a report is a pre-built set of charts that give you insights into specific aspects of your business. Gorgias creates these reports and includes carefully selected metrics tailored to common customer support and business needs. They serve as a foundation for understanding KPIs and tracking trends.

A dashboard customizable workspace that allows you to take control of your analytics. Dashboards enable you to select metrics and charts from various reports and combine them into a single, personalized view. This flexibility lets you focus on the data that matters most to your organization, tailoring insights to your specific workflows and goals. While reports provide structured, ready-to-use analytics, dashboards can create a consolidated view that adapts to your unique business needs.

By using reports and dashboards together, you can benefit from both structured insights and the ability to customize and organize data for deeper analysis and collaboration.

Tips for creating dashboards

• Identify the key metrics that align with your business goals. 
• Use the filtering options to refine data and focus on the most relevant insights. 
• Leverage the ability to reuse charts from existing reports to save time and ensure consistency. 
• Keep dashboards organized by naming them descriptively and using emojis for quick visual identification.
• Make use of the export feature to integrate dashboard insights into broader business strategies or reports.
  
  

Create a dashboard

Dashboards allow you to consolidate charts from multiple reports into a single view, giving you the ability to focus on the metrics that are most relevant to your organization and make effective, data-driven decisions. You can create up to 10 dashboards, and each dashboard can include up to 20 charts.

1. From your helpdesk, click the Statistics icon in the main menu.
2. Locate Dashboards, then click the + plus icon and select Create new dashboard.
3. Give your dashboard a name, and select an emoji, if you’d like.
4. Click Add Charts in the top-right corner.
5. Search for and select the charts to include on the dashboard.
6. Click Add Charts.
   
   

Edit a dashboard

Once you’ve created a dashboard, you can add or remove charts, delete the dashboard, or export the dashboard’s data to share outside of Gorgias

Manage charts

1. From your dashboard, click the three dots actions menu in the top-right corner of the dashboard.
2. Select Add or Remove Charts.
3. Check the box next to a chart to include it on the dashboard, or un-check it to remove it.
4. Click Add Charts.

Delete a dashboard

When you delete a dashboard, it will be removed for all users. This action can’t be undone!

1. From your dashboard, click the three dots actions menu in the top-right corner of the dashboard.
2. Select Delete Dashboard.
3. Click Delete.
   
   

Export dashboard data

You can export data from dashboards CSV format if you’d like to share it outside of Gorgias. Each export is systematically named (e.g., <dashboard_name><chart_name><yyyy-mm-dd>.csv) to make it easy to organize and trace.

1. From your dashboard, click the three dots actions menu in the top-right corner of the dashboard.
2. Select Download Dashboard.
   
   

Filter dashboard data

You can refine the data that appears on your dashboard by applying filters. If you’d like, you can save your filters and set them as the default to apply to the dashboard each time it's viewed.

Create a saved filter

If you’d like to save your applied filters to use again later, you can create a saved filter.

1. From your dashboard, use the filters along the top to refine your data.
2. Click Save Filters.
3. Give your filter a name, then click Save.
   
   

Apply a saved filter

Choose from your existing saved filters to quickly refine your data. You can also set a default filter so that the dashboard won’t be affected by saved filter changes on other dashboards.

1. From your dashboard, click Apply Saved Filter in the top-right corner.
2. Search for and select a filter.
3. To set a default filter, click the pin icon next to the filter’s name in the list.