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How to Set Up a Supportbench Dashboard for Executive-Level Reporting

How to Set Up a Supportbench Dashboard for Executive-Level Reporting

Executives need fast, high-level insights—not ticket-by-ticket breakdowns. In Supportbench, you can create a powerful dashboard tailored specifically for leadership, providing a real-time overview of support performance, customer satisfaction, and operational health—all at a glance.

 

In this guide, we'll walk you through which widgets are best for executive reporting, how to build the dashboard, and what to look for when interpreting the data.


🎯 What Should an Executive Dashboard Show?

An executive-level dashboard should give visibility into:

  • Overall support performance

  • Customer satisfaction trends

  • Service level compliance

  • Agent efficiency and team contribution

  • Operational bottlenecks or improvement areas

Supportbench makes it easy to pull this data together visually through customizable widgets. Let's build the perfect C-level dashboard step-by-step.


🧱 Step 1: Add the Right Widgets

Below are the most valuable widgets to include for executives—organized by business objective.

📊 Operational Performance & KPIs

  • Case Volume and Satisfaction
    Displays incoming case volume, backlog, and CSAT. Perfect for identifying trends and spikes in support demand.

  • Case Status Summary
    A bar chart of case states (open, pending, resolved, etc.). Great for understanding backlog health.

  • Case Same Day Closure
    A quick glance at case closure efficiency. Higher percentages suggest faster resolution cycles.

  • MTTR (Mean Time to Resolution)
    Tracks resolution time over the last six months. Helps measure long-term efficiency.

  • First Response
    Shows average response time to new tickets—crucial for SLA health and customer satisfaction.

  • SLA Performance
    Visualizes how well your team is performing against service level agreements.

💬 Customer Experience

  • Customer Satisfaction
    Displays your current CSAT score in a clean doughnut chart format.

  • Customer NPS Score
    Visualizes your Net Promoter Score, a key executive metric.

  • Sentiment Scores
    Understand the emotional tone of incoming customer messages. Ideal for identifying risk or satisfaction issues before surveys even go out.

🧠 Knowledge & Self-Service Health

  • Top Articles
    Reveals which help articles are most viewed—great for self-service impact reporting.

  • Top Article Contributors
    See which team members are fueling your self-service strategy.

  • Knowledge Base History
    Understand publishing and editing trends in your KB over the past 14 days.

🚦 Trends and Insights

  • Top 10 Issues
    Pinpoints recurring customer problems. Useful for product teams and leadership to prioritize fixes.

  • Cases Created by Activity Type
    Identifies whether tickets come in via email, phone, portal, etc.—helpful for channel investment decisions.


🛠 Step 2: Build the Dashboard

  1. Go to your Dashboard tab in Supportbench.

  2. Click “Add Widget”.

  3. Select the widgets listed above one by one.

  4. Arrange them by priority—e.g., KPIs at the top, sentiment and contributor data toward the bottom.

  5. Rename your dashboard something like: “Executive Overview” or “Support Health Snapshot”.

Pro Tip: You can create multiple dashboards if your executives want to see segmented data by team, division, or region.


🔍 Step 3: Review, Report & Repeat

Once your dashboard is built, make it part of your weekly or monthly leadership reviews. Use it to:

  • Share support health trends with stakeholders

  • Set improvement goals

  • Justify hiring, tooling, or process improvements

  • Report customer voice and sentiment to product and marketing teams

Since the dashboard updates in real time, you'll always be one click away from the pulse of your support operations.


🏁 Final Thoughts

A well-structured executive dashboard in Supportbench doesn't just save time—it builds confidence across the business. With smart use of KPIs, sentiment data, and self-service analytics, you'll be equipped to tell a data-driven story that aligns support outcomes with business goals.

Now that you know which widgets matter most, go build that executive-grade dashboard that leadership will love 💼📈

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