Tech – Service and Support Level

What is a Support and Service Level Dashboard? Support and Service Dashboards are considered helpdesk analysis tools and are used by COO's and Helpdesk Managers to track ticket volumes and performance of support teams. Some of the main functionality in this type of dashboard is that it provides an easy way for leaders to analyze helpdesk metrics from seven different perspectives, including: 1) Table with support agent by department and location and with metrics for Number of incoming calls and Calls answered within or after 30 seconds, 2) Monthly trend in calls answered within 30 seconds, 3) Total incoming calls, 4) Percent of calls answered within 30 seconds, 5) Percent spam calls versus real calls, 6) Tickets by type, and 7) Monthly trend in support types. You find an example of this type of dashboard below.

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.

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 xFP&A solutions.

Built for technology finance teams and aligned with Solver's xFP&A platform, this Solver report template connects directly to your ERP data via the Solver Data Warehouse, enabling near real-time analysis with minimal setup. Designed for QuickStart deployment, it can be activated rapidly so your team can focus on analysis and decisions — not data preparation.

What is the Tech – Service and Support Level in Solver? The Tech – Service and Support Level is a pre-built xFP&A report template in Solver designed for technology organizations. It delivers key financial and operational metrics in a single, easy-to-use interface — purpose-built for technology finance workflows.

Who uses this Solver report template? Cfos, fp&a managers, and technology finance teams in technology organizations rely on this Solver report template to replace manual spreadsheet-based processes with automated, near real-time analysis. It is especially useful during month-end close, budget cycles, and board reporting.

Where does the data come from? Data is sourced automatically from your ERP system through the Solver Data Warehouse, which integrates with platforms such as Microsoft Dynamics 365 Business Central, Dynamics 365 Finance, Acumatica, Sage Intacct, and other leading ERP solutions. Salesforce and subscription billing systems such as Binary Stream can also be connected for unified SaaS and technology metrics. Once connected, the template updates in near real-time with no manual data entry required.

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