Using Explore, you can analyze your customer service experience to identify areas where you're exceeding expectations and areas that might need improvement. You can then use this information to improve the effectiveness of your team and your customer support.
Learn which metrics are important to monitor, how to report on them in Explore, what trends to look for, and how to take action on this information.
This article contains the following topics:
How many tickets are we solving?
The number of tickets solved gives you a quick indication of how your team is doing. It's most useful for examining overall trends, as some tickets are quickly solved while others take longer. Monitoring this metric over time helps you evaluate your team's performance and decide your resourcing needs.
Viewing prebuilt reports (Lite and Professional)
The Tickets tab of the Zendesk Support dashboard gives you an at-a-glance view of your solved, unsolved, created, and reopened tickets.
Additionally, the Assignee activity report on the Assignee activity tab of the Zendesk Support dashboard shows your top ticket solvers, along with a wealth of other information.
Creating your own reports (Professional)
The Tickets dataset contains the metrics and attributes you need to create your own reports about solved tickets.
The following Explore recipes give you some great starting points for creating your reports:
- Reporting on created and solved tickets
- Daily ticket activity in the last 30 days
- Solved tickets this year compared to last year
For a full list of recipes, see Explore recipes reference.
What to look for
As you look at your reports, focus on the following information:
- The Solved tickets metric for both the whole team and individual agents.
- The average values over a period of time (for example, a month). Some days, agents will be over or under the target.
- The number of solved tickets compared with the number of open tickets. This shows how well the team is keeping up with the ticket queue.
How to use the results
The following table gives some examples of how you can use solved ticket reports to help improve your team's efficiency:
| If you see this | Do this |
|---|---|
| Ticket volumes are consistently high. |
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| Ticket volumes are consistently low. |
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| Some agents have low solve rates. |
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What are the most common ticket areas?
Feedback from customers can help you improve your products and your customers' experiences. Take advantage of this feedback by categorizing your support requests into product areas. Then, you can easily see which product areas generate the most support issues.
To categorize your support requests, add a custom field to your tickets and support request form. This field can contain as many values as you want, and you can call the field whatever you want. In this example, the field is called Product and contains three values.
To see how Zendesk categorizes tickets, see The 'About' Field.
Viewing prebuilt reports (Lite and Professional)
Explore doesn't include custom fields on prebuilt dashboards. However, you can report on custom ticket fields by creating your own reports.
Creating your own reports (Professional)
The Tickets dataset includes each of your custom fields as an attribute. For more information, see Reporting with custom fields.
To create a report showing areas with the most tickets
- In Explore, create a new report using the Support - Tickets dataset.
- In the Metrics panel, select Tickets > Tickets.
- In the Rows panel, select Ticket custom fields >
customfieldname.
customfieldname is the name of the custom field you created to categorize your tickets.
The following Explore recipes give you some great starting points for creating your reports:
What to look for
As you look at your reports, focus on the following information:
- The number of tickets in each area compared to the overall ticket volume.
- The average time it takes to solve a ticket in each area.
- The average CSAT rating for tickets in each area.
How to use the results
The following table gives some examples of how the category can help improve your customer support:
| If you see this | Do this |
|---|---|
| One category generates significantly more tickets than others. |
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| Many tickets are not assigned to a category. |
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How much work do we have?
Your ticket backlog provides a general pulse on the health of your support team. Ticket backlog is defined as all tickets currently in a new, open, pending, or on-hold state. In other words, it's your unsolved tickets that need work done on them.
This is an important metric to watch because it provides insight into your incoming ticket volume and how well you keep up, given your resources.
Viewing prebuilt reports (Lite and Professional)
The Backlog tab of the Zendesk Support dashboard includes prebuilt reports that measure your daily and weekly ticket backlog.
Creating your own reports (Professional)
The Backlog history dataset contains the metrics and attributes you need to create your own reports about your ticket backlog.
The following Explore recipes give you some great starting points for creating your reports:
What to look for
As you look at your reports, focus on the following information:
- Ticket backlog volume cross-referenced with ticket age and first reply time. A large backlog isn't necessarily a bad thing if your team is capable of a high throughput.
- Ticket priority cross-referenced with ticket status. A large backlog may or may not be bad, but one with many high-priority tickets probably is.
- Historical backlog trends. For example, what are your busiest months? Which of your agents are performing the best?
- Whether there are multiple support requests from the same customer, or in the same categories.
Remember that speed is important, but not at the expense of quality. Sometimes, support issues take longer to solve than the customer expects or longer than the performance targets you’ve set for your team. However, the longer it takes to solve a customer’s issue, the more likely customer satisfaction will suffer.
How to use the results
The following table gives some examples of how examining your ticket backlog can help improve your customer support:
| If you see this | Do this |
|---|---|
| Your backlog is too big. |
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| You have a lot of high-priority tickets in your backlog. |
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| You see multiple support requests from the same customer in the same category. |
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| You get multiple support requests from different customers for the same problem. |
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How long do customers wait for a first reply?
First reply time (FRT) is the amount of time from when a ticket is created to when an agent makes the first reply to the customer. In other words, it measures how long it takes a real human, not an automated reply, to contact the customer. First reply time is a good indicator of the efficiency of your team and how well they hold up in handling fluctuating incoming ticket volumes.
Your performance target for this metric should align with your industry and customer expectations for first reply times. For example, you might use:
- 24 hours for support requests submitted using email and online forms
- 60 minutes for requests submitted using social media
Of course, exceeding these expectations is even better from the customer’s perspective.
Viewing prebuilt reports (Lite and Professional)
The Efficiency tab of the Zendesk Support dashboard includes prebuilt reports that measure your first reply time.
Creating your own reports (Professional)
The Tickets dataset contains the metrics and attributes you need to create your own reports about first reply time and efficiency.
The following Explore recipes give you some great starting points for creating your reports:
What to look for
As you look at your reports, focus on the following information:
- Look at your ticket volume whenever your first reply time changes. A change might correspond with a temporary change in ticket volume. Start by looking at the Tickets and Efficiency tabs in the Zendesk Support dashboard. If you had a temporary surge from a new product launch or a major service incident, then this might not be a worrying trend. If you can predict these surges, that's a great time to bring a bit of extra help onboard.
- If your first reply time is 24 hours on email-submitted requests and your median number of agent interactions is eight per ticket, then your average reply time median should be 4 hours or less. Looking at tickets with an average reply time greater than 4 hours should highlight opportunities for improving agent performance (such as training or adding self-service documentation to your knowledge base).
- What are your customers telling you about your reply time? Look at your CSAT ratings and comments.
- Monitor first reply time for each of your support channels to ensure that expectations are being met.
- Monitor first reply time by product area if you're using a custom field as described earlier in this article (see What are the most common ticket areas?).
- Monitor average reply time. This is the average amount of time for all replies to the customer when solving a support request.
How to use the results
The following table gives some examples of how examining your first response times can help improve your customer support:
| If you see this | Do this |
|---|---|
| First reply times are high. |
|
How long do tickets take to resolve?
Resolution time is important not just to you and your team. Customers also want their problems solved quickly. There are several key metrics that indicate how long it takes for agents to resolve issues:
- Resolution time: The time it takes for a support issue to be solved. A ticket might get solved more than once because it can be reopened before it’s closed. The time it took to solve the issue the first time is called first resolution time.
- Full resolution time: The time it took to finally solve the ticket.
- Agent replies: The number of replies it takes for your agents to solve the ticket. The faster you can solve a ticket, the happier the customer will be.
- One-touch resolution: Support issues that were resolved in a single interaction such as a call, ticket reply, or live chat. This has a positive impact on customer satisfaction and helps reduce support costs.
Viewing prebuilt reports (Lite and Professional)
The Efficiency tab of the Zendesk Support dashboard includes prebuilt reports that measure how long your tickets take to solve.
Creating your own reports (Professional)
The Tickets dataset contains the metrics and attributes you need to create your own reports about first reply time and efficiency.
The following Explore recipes give you some great starting points for creating your reports:
What to look for
Metrics that can help you understand the time and effort that went into solving a ticket include:
- Handle time: The time that an agent spends working on a single support interaction. In Support, handle time is captured using the Time Tracking app. Explore can report on this data using the custom fields Total time spent, Avg time spent per ticket, and Avg time spent per update. For details, see Time Tracking app: metrics you need to be measuring.
- Agent touches: An update that an agent makes to a ticket. This includes changes of ticket status, adding comments, and others. With Explore, you can report on agent touches using the Agent replies metric and Agent replies brackets attribute.
- Requester wait time: The time a customer waits for their issue to be resolved. This is the time that a ticket spends in the New, Open, and On-hold statuses. During these periods, it’s the support team’s responsibility to resolve the issue. It's a good indicator of the customer’s experience of the support interaction.
How to use the results
The following table gives some examples of how examining your full resolution times can help improve your customer support:
| If you see this | Do this |
|---|---|
| Tickets are taking too long to resolve. |
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| You have a high proportion of one-touch resolution tickets. |
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| Tickets have a high proportion of agent touches. |
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How often are solved tickets reopened?
A reopen occurs when a ticket's status is changed from Solved back to Open.
When tickets are reopened, this might indicate that agents aren’t fully solving the customer’s support issues. This might be because agents are concentrating on first-touch resolutions and speed over quality. It’s good practice to routinely monitor your team’s ticket reopens.
Viewing prebuilt reports (Lite and Professional)
The Tickets tab of the Zendesk Support dashboard contains information about reopened tickets.
Creating your own reports (Professional)
The Tickets dataset contains the metrics and attributes you need to create your own reports about reopened tickets.
What to look for
- The total number of reopens
- The percentage of tickets with reopens
How to use the results
The following table gives some examples of how examining your ticket reopens can help improve your customer support:
| If you see this | Do this |
|---|---|
| The percentage of tickets being reopened is high. |
|
How satisfied are customers?
Every time you interact with a customer, consider measuring their satisfaction with a Customer Satisfaction Survey (CSAT), a short survey sent to the customer after their problem is solved.
Tracking CSAT helps you spot trends that might be affecting customer satisfaction. Satisfaction ratings are also key performance indicators for your agents because each rating received is associated with the agent who solved the customer’s problem. These can be averaged to give each agent an overall CSAT score.
At Zendesk, we simply ask if the interaction was good or bad. If customers want to give more feedback, they can add a comment.
Examples of metrics you can track include:
- A customer’s CSAT rating over time
- CSAT ratings by channel, product, or service
- Average CSAT ratings for agents and teams
Viewing prebuilt reports (Lite and Professional)
The Satisfaction tab of the Zendesk Support dashboard includes reports that help you analyze your customer satisfaction scores.
Creating your own reports (Professional)
The Tickets dataset contains the metrics and attributes you need to create your own reports about customer satisfaction.
The following Explore recipes give you some great starting points for creating your reports:
- Reporting on customer satisfaction by agent
- Determining satsifaction scores for your agents
- Determine ticket assignee when satisfaction rating is given
- Display all customer satisfaction comments
- Bad ratings with comments
- Reporting on CSAT and one-touch tickets
- Percentage satisfaction score based on agent replies
- Satisfaction trending year-over-year
What to look for
- Compare ticket stats on tickets rated bad to those rated good.
- Look for satisfaction ratings with comments.
How to use the results
The following table gives some examples of how examining your customer satisfaction can help improve your customer support:
| If you see this | Do this |
|---|---|
| You get one or more bad ratings. |
|
More resources
By focusing on the metrics that matter, both your organization and your customers will benefit. All of the reports you've learned about in this article can be used to help you avoid ongoing issues.
If you're new to Explore and want to learn the basics, read Getting started with Zendesk Explore.
For some great ideas to help you get started with reporting, check out Explore recipes reference.
Finally, to see all of the Explore documentation, start with Zendesk Explore resources.
Join the conversation!
What tools do you use to help measure the success of your support organization? How have you managed to improve these metrics? Let us know in the comments below.
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