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Best automated Zendesk reports for marketing teams

Build automated marketing reports for your analytics teams and clients using Zendesk data.

Automate Zendesk reports and dashboards
Connect Zendesk data and create automated reports and dashboards
Automated marketing reports
Business features include
 
Automated Zendesk reporting
Automated reporting
Keyword rank tracker
Send data to Google Sheets
B2B lead generation
White label client portal
Send data to BigQuery
ChatGPT data insights
 
Automated marketing reports

Automate Zendesk reports and dashboards

Connect Zendesk data and create automated reports and dashboards

Multi-channel templates for Zendesk

We created over 300 professional reports for you to use. Modify Zendesk data reports or create new reports from scratch.

Automated marketing reports
 
Seo client reporting templates for agencies

Build Zendesk reports quickly — Use our templates

No need to study all Zendesk metrics or build reports from scratch. We have created over 350 templates for your dashboards and reports for you to choose from.
You can also create custom Zendesk reports or modify any of the existing templates.

Seo client reporting templates for agencies
 
Octoboard business cloud data dashboards for churn reduction

Showcase your Zendesk data

Show how hard you work for your clients. Create Zendesk graphs and metrics that demonstrate positive historical changes and results.

Compare historical Zendesk KPI changes and prove ROI to any business with regular and automated reporting.

Octoboard business cloud data dashboards for churn reduction
 
White label client portal

Enable white label client portal

Create and host white label client portal on your website using Zendesk data. Use our library of templates, place your logo and send automated reports in seconds.

Share data view links

Create public and private Zendesk dashboards and reports. Embed data views into any page of your website. Setup is very easy and does not require IT support.

White label client portal
 
Automated cloud data insights

Use OpenAI and ChatGPT to indentify Zendesk data trends

Octoboard will constantly monitor Zendesk data changes for you. We use ChatGPT and OpenAI to identify Zendesk trends and send regular updates.

Connect once and enable our AI engine

We employ our own machine learning algorithms to automatically discover Zendesk trends that you may miss. Connect to your Zendesk data and receive insights in your Email box.

Automated cloud data insights

ZENDESK REPORTING

Zendesk ticket count metrics by status, user, and satisfaction ratings.

Octoboard data dashboard: Zendesk application dashboard

Zendesk Integration: Building Automated Zendesk DevOps Analytics Reports Using Octoboard

Transforming Zendesk Data into Actionable Insights for Marketing Teams

In today’s data-driven world, marketing teams are under constant pressure to showcase their effectiveness and justify their strategies. Zendesk, a powerful customer service software, plays a pivotal role in gathering valuable customer interaction data. By integrating Zendesk with Octoboard, marketing teams can leverage this data to create automated DevOps analytics reports, transforming raw metrics into actionable insights.

Save time by automating your reports, grow revenue and retain customers with Octoboard.



Key Zendesk Metrics and Their Impact on Marketing Strategies

  • Zendesk Created:
  • This metric tracks the number of new tickets or customer interactions. It’s a vital indicator of customer engagement and can help in understanding peak periods or seasons of customer activity.
  • Zendesk Resolved:
  • Monitoring the number of resolved tickets offers insights into the efficiency of customer service operations, directly impacting customer satisfaction.
  • Zendesk Events:
  • These are customer actions or system events that can provide deep insights into customer behavior and preferences.
  • Zendesk CSAT:
  • Customer Satisfaction scores are crucial for gauging the effectiveness of customer support and identifying areas for improvement.
  • Zendesk Response Time:
  • Quick responses are often synonymous with high customer satisfaction. This metric helps in evaluating the responsiveness of the support team.
  • Zendesk Resolution Time:
  • Understanding how long it takes to resolve issues can aid in streamlining support processes.
  • Zendesk Unresolved:
  • Keeping track of unresolved tickets is essential for maintaining high-quality customer service.
  • Zendesk Priority:
  • This helps in prioritizing tasks based on urgency, ensuring that critical issues are addressed promptly.
  • Zendesk Status:
  • Knowing the status of each ticket helps in managing workflow and resource allocation efficiently.


Monitor your ad spend budget, save costs and increase your paid advertising ROI with Octoboard.



Automating Reports: A Time-Saving Revolution for Marketing Teams

Utilizing the Octoboard analytics platform, marketing teams can automate the generation of DevOps analytics reports based on the above Zendesk metrics. This automation saves hundreds of hours that would otherwise be spent on manual data compilation and analysis. Regular automated reporting – be it weekly or monthly – provides consistent visibility into the team's DevOps analytics efforts, allowing for real-time adjustments and strategic decision-making.

Consolidating DevOps Analytics Reporting

Marketing teams often deal with various DevOps analytics channels, making it challenging to have a unified view of operations. Octoboard's analytics platform addresses this by bringing all DevOps analytics reporting into one place. This unified view is critical for comprehensive analysis, ensuring that all aspects of customer interaction and support are considered in decision-making processes.

Empowering Marketing Agencies with Advanced PPC Analytics

For marketing agencies, the ability to tailor analytics is paramount. Octoboard’s advanced PPC Analytics module enables the creation of custom metrics, dimensions, and the application of advanced formulas to transform PPC data. This capability is invaluable for agencies handling diverse campaigns across multiple channels, locations, and currencies. Learn more about this feature here.

Leveraging Automated Data Insights for Proactive Marketing

In the realm of marketing, staying ahead of trends is crucial. Octoboard’s capability to monitor data trends and generate OpenAI data insights using Zendesk data is a game-changer. This automated trend detection using the aforementioned Zendesk metrics allows marketing teams to stay on top of their progress and ensures that their activities are aligned with the latest market dynamics and customer preferences. Explore this feature here.

Build marketing reports and keep track of your SEO and keywords rankings with Octoboard.



Integrating Google Sheets for Enhanced Data Visualization and Collaboration

The integration of Google Sheets with Octoboard takes data analysis and collaboration to the next level. By exporting Zendesk data to Google Sheets, marketing teams can manipulate, visualize, and share data effortlessly. This feature is especially useful for creating custom reports, collaborating with team members, and presenting data in a more accessible format. Find out more about this add-on here.

Streamlining Workflow and Enhancing Customer Experience

Incorporating Zendesk metrics into Octoboard's analytics platform not only streamlines the workflow for marketing teams but also significantly enhances the customer experience. By leveraging these tools, businesses can ensure that their marketing strategies are not only data-driven but also customer-centric.

In summary, the integration of Zendesk with Octoboard revolutionizes how marketing teams approach DevOps analytics. By automating report generation and offering advanced analytical tools, Octoboard empowers marketing teams to make informed decisions quickly, stay ahead of trends, and ultimately deliver superior customer experiences. The convenience of consolidated reporting, along with the ability to export data to Google Sheets, ensures that marketing strategies are adaptable, responsive, and effective in today's ever-evolving digital landscape.

Notes
Use your standard Zendesk login and subdomain (subdomain.zendesk.com) to start collecting data. Octoboard requires read-only access.
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Last reviewed:
9-Feb-24
Dashboards:
Reports:
Client portals:
White label:
Data refresh:
OpenAI Data insights:
Office TV output:
Multi-client:

Zendesk metrics

TICKETS CREATED

Number of support tickets raised daily
USE THIS METRIC

TICKETS RESOLVED

Number of support tickets resolved each day
USE THIS METRIC

CSAT

Percentage of good customer satisfaction rating
USE THIS METRIC

RESPONSE TIME

Average time of first response
USE THIS METRIC

ACTIVITY FEED

Recent tickets
USE THIS METRIC

RESOLUTION TIME

Average time it takes for ticket to be resolved
USE THIS METRIC

TICKETS UNRESOLVED

Number of unresolved tickets
USE THIS METRIC

TICKETS UNASSIGNED

Number of unassigned tickets
USE THIS METRIC

TICKETS PRIORITY

Tickets priority breakdown
USE THIS METRIC

TICKETS STATUS

Tickets status breakdown
USE THIS METRIC

TICKETS TYPE

Tickets type breakdown
USE THIS METRIC

AGENTS RANKING

Agents ranked by tickets
USE THIS METRIC

LIVE TICKETS

Real-time live tickets feed.
Description
Shows real-time Zendesk tickets with indications of priority (Low, Normal, High), status (New, Open, Pending, Solved) and ticket type (Questions, Incidents, Tickets, Tasks). Tabular format is used. Suitable for Office TV dashboards.

This is real-time widget. It is available in Business product (not in Agencies), starting from plan TEAMS.
USE THIS METRIC

TICKETS FEED

Real-time live tickets feed.
Description
Shows real-time Zendesk tickets with indications of priority (Low, Normal, High), status (New, Open, Pending, Solved) and ticket type (Questions, Incidents, Tickets, Tasks). It uses compact format suitable for online data displays and for easier data sharing.

This is real-time widget. It is available in Business product (not in Agencies), starting from plan TEAMS.
USE THIS METRIC

AVERAGE CALL DURATION

Average time of call across all calls
Tips
Required plan: Zendesk Team
USE THIS METRIC

AVERAGE WAIT TIME

Average time caller spent in queue waiting to be routed to an agent
Tips
Required plan: Zendesk Team
USE THIS METRIC

AVERAGE WRAP-UP TIME

Average wrap-up time across all calls
Tips
Required plan: Zendesk Team
USE THIS METRIC

TOTAL CALL DURATION

Total duration of all calls
Tips
Required plan: Zendesk Team
USE THIS METRIC

TOTAL CALLS

Total number of inbound and outbound calls
Tips
Required plan: Zendesk Team
USE THIS METRIC

TOTAL VOICEMAILS

Total number of calls that went to voicemail for any reason
Tips
Required plan: Zendesk Team
USE THIS METRIC

TOTAL WRAP-UP TIME

Total wrap-up time across all calls
Tips
Required plan: Zendesk Team
USE THIS METRIC

AVERAGE CALLBACK TIME

Average callback time
Description
Average callback time a customer has been waiting for an agent in the queue. Excludes Available agents greeting
Tips
Required plan: Zendesk Professional
USE THIS METRIC

AVERAGE ON HOLD TIME

Average time caller spent on hold per call
Description
Source: Account Overview
USE THIS METRIC

AVERAGE TIME TO ANSWER

Time from system response to agent connect
Description
Average time between system answering a call and customer being connected with an agent. Includes greetings and other recordings played
Tips
Required plan: Zendesk Professional
USE THIS METRIC

TOTAL CALLBACK REQUESTS

Total number of callback requests (successful or not)
Tips
Required plan: Zendesk Professional
USE THIS METRIC

TOTAL HUNG UPS

Total number of calls where customer hung up while waiting in the queue
Tips
Required plan: Zendesk Professional
USE THIS METRIC

TOTAL HOLD TIME

Total hold time across all calls
Tips
Required plan: Zendesk Professional
USE THIS METRIC

TOTAL INBOUND CALLS

Total number of inbound calls
Tips
Required plan: Zendesk Professional
USE THIS METRIC

TOTAL OUTBOUND CALLS

Total number of outbound calls
Tips
Required plan: Zendesk Professional
USE THIS METRIC

AGENTS BY WRAP-UP TIME

Average wrap-up time across all calls
Tips
Required plan: Zendesk Team
USE THIS METRIC

AGENTS BY ANSWERED CALLS

Total number of calls agents answered
Tips
Required plan: Zendesk Team
USE THIS METRIC

AGENTS BY CALLS DENIED

Total number of calls agents denied
Tips
Required plan: Zendesk Team
USE THIS METRIC

AGENTS BY CALLS MISSED

Total number of calls agents missed
Tips
Required plan: Zendesk Team
USE THIS METRIC

AGENTS BY TALK TIME

Total talk time across all calls (excludes hold time and consultation)
Tips
Required plan: Zendesk Team
USE THIS METRIC

AGENTS OVERVIEW

Online agents ranking by answered calls and other metrics.
Tips
Required plan: Zendesk Team
USE THIS METRIC
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