Purpose of Support and Service Level Dashboards Tech companies use Support and Service Level Dashboards to give helpdesk managers an easy way to monitor KPIs for their support teams. When used as part of good business practices in Helpdesk departments, an organization can improve its service levels and internal (or external) customer satisfaction, and it can reduce the chances that lack of metrics and measurement hides performance issues that later can result in escalating problems.
Example of a Support and Service Level Dashboard Here is an example of a Support and Service Level Dashboard with KPIs and trends for call types and performance statistics.
Who Uses This Type of Dashboard? The typical users of this type of dashboard are: Helpdesk/support managers, Global helpdesk executives, support team leaders. Other Reports Often Used in Conjunction with Support and Service Level Dashboards Progressive Helpdesk departments sometimes use several different Support and Service Level Dashboards, along with Detailed support reports per team and individual, scorecards, staff and payroll planning models and other management and control tools.
Where Does the Data for Analysis Originate From? The Actual (historical transactions) data typically comes from helpdesk systems and enterprise resource planning (ERP) systems like: Microsoft Dynamics 365 (D365) Finance, Microsoft Dynamics 365 Business Central (D365 BC), Microsoft Dynamics AX, Microsoft Dynamics NAV, Microsoft Dynamics GP, Microsoft Dynamics SL, Sage Intacct, Sage 100, Sage 300, Sage 500, Sage X3, SAP Business One, SAP ByDesign, Acumatica, Netsuite and others. In analyses where budgets or forecasts are used, the planning data most often originates from in-house Excel spreadsheet models or from professional corporate performance management (CPM/EPM) solutions.
What Tools are Typically used for Reporting, Planning and Dashboards? Examples of business software used with the data and ERPs mentioned above are:
- Native ERP report writers and query tools
- Spreadsheets (for example Microsoft Excel)
- Corporate Performance Management (CPM) tools (for example Solver)
- Dashboards (for example Microsoft Power BI and Tableau)
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TAGS: Reporting, Planning, Forecasting, Analysis, Budgeting, CPM, KPIs, ERP, Dashboards, Industry, Financial Reporting, Template Library