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Agent Progress Tracker - Current Versus Previous Week

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Posted Feb 20, 2024

We are looking to create a fixed dashboard for agents to be able to track their progress for the current week, compared to the previous week (and potentially as well for the current month, compared to the previous month).  Ideally, we would like to code this out with calculated metrics / attributes, so that they do not have to utilize time filters within the dashboard. 

This can be done easily in Explore, but it does not take into consideration how far along we are in the week at the time the dashboard is viewed, and therefore does not give accurate feedback to the agent as to how they are currently tracking. 

For Example: 
A report for Agent Public Replies may show 75 for the previous week, and only 11 for the current week, simply because it is still early in the current week. 

In order to create a more accurate perspective for the agents, we would like to display the previous week, month, etc. relative to the date (and / or time) within the current week.   

For example, if our business week begins on a Monday and it is currently Wednesday, we wish to automatically display the current and previous week(s) for the same time range (Monday-Wednesday) 

Initially we want to consider the following metrics 

- Agent Public Replies 
- Tickets Created 
- Tickets Updated 


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Brandon Tidd

Zendesk LuminaryUser Group LeaderThe Humblident Award - 2021Community Moderator

Hey Jason,

For this, you can use a slightly modified version of this Explore Recipe, which compares data day over day.  In this case, you'd be looking more at the advanced date ranges.  Hope this helps!

Brandon

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