Executive Summary Dashboard
What's this for?
This is your "at-a-glance" view of how customer support is performing overall. Think of it as your daily health check. It's also the perfect snapshot to send to executives when they want a quick summary of what's happening in support.
Who should look at this?
- CX Heads: Check this first thing every morning and before any leadership meetings
- Team Managers: Use it to spot trends and issues before they become problems
- Supervisors: Reference it when agents ask "how are we doing overall?"
- Executives: Send them screenshots or reports from this dashboard for quick updates
When to check it:
- Daily: Quick morning scan to see if anything's on fire
- Weekly: Look for patterns and trends in the data
- Before meetings: Arm yourself with current numbers for leadership discussions
- When something feels off: Use it to confirm if your gut feeling about performance is backed by data
- For executive updates: Perfect for weekly/monthly reports to leadership
What to look for:
- Is our CSAT holding steady or dropping?
- Are response times getting longer?
- Is our backlog growing?
- Are we hitting our conversation-to-order targets?
Red flags:
- CSAT trending downward
- Response times increasing week over week
- Growing backlog that isn't seasonal
- Conversion rates dropping unexpectedly
This dashboard answers the question: "How are we doing?" in 30 seconds or less.