Service Inquiries Dashboard

Dashboard Reports
Service Inquiries

This dashboard tracks task volume across multiple departments, such as billing, IT, and services, so managers can more easily assess workload and allocate people resources efficiently.

Activity Summary
Activity Volume
Drill Through: Issue Listing
Activities per Resource
Activity Volume by Subcategory
Issue Listing by TaT
Open Issue Listing

Services Issues Dashboard

Subtab Reports
Summary

This subtab is a broad view of all cases in the selected time period. The reports display average resolution times and overall volume trends. Other reports break down the case total by category and root cause.

 

 

 

 

 

Average Time to Resolve
Drill Through: Average Time to Resolve
Issue Volume by Category
Drill Through: Issue Volume by Subcategory
Drill Through: Won Opportunity Listing
Issue Volume by Root Cause
Drill Through: Issue Volume by Subcategory
Issue Volume Over Time
Detail

The lists on this subtab provide a way to dive into specific cases to uncover areas for improvement or gather information about the effects of changes.

Issues by Owner
Drill Through: List of Issues
Issues by Ordering Location
Drill Through: List of Issues
Open Issues

Organization-Level Dashboard

Dashboard Reports
Org Issues

The Org Issues dashboard is available on organization records to provide service departments a full view of everything that’s happening with an account so that they can be prepared for all customer interactions and deliver amazing service. This dashboard provides a snapshot of how many issues this account has been having and what kind of issues they are.

Issue Volume Over Time
Issue Volume by Category
Drill Through: Issue Volume by Subcategory
Issue Volume by Root Cause
Drill Through: Issue Volume by Subcategory