R - Getting Started with Business Insights (Deprecated)
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(Note, this article pertains to Desk.com's old Business Insights which is being phased out and replaced with the New Business Insights)
Business Insights is Desk.com’s powerful reporting tool that summarizes case activity to give you an understanding of your agent’s performance and the types of cases your customers are submitting. You can access Business Insights by selecting it from the upper right hand corner of your screen.
This article will guide you to information on:
- Understanding the Dashboard
- Using Different Report Types
- Learning Business Insights Terminology
Business Insights gives you a Dashboard which summarizes statistics about the performance of your support team, your case volume, and the why and how your customers are contacting you. You can glean valuable information from understanding this Dashboard. Here’s how:
Understanding the Business Insights Dashboard
The first step in really understanding your reports is to understand the terminology used in both gathering the data for reporting and building those reports. The Metrics glossary defines the metrics used and provides additional detail about these items. You can find it here:
Note: The feature(s) in this article requires the Plus Pricing Plan. To upgrade your account, please log in to your Admin panel, and click on Billing on the right. You can find an overview of our pricing plans on our Pricing Page, or reach out to Sales for more info.