Dashboards and operating metrics
Read conversation, customer, service and operating indicators with the selected period and data source in view.
- Who uses it
- Administrators
- Guide depth
- 3 steps
- Content reviewed
- 2026-07-22
What this helps you achieve
The practical result of following this guide, with the current product boundaries kept visible.
Check period and scope
The visible metrics share a known scope.
Read operational signals
A metric leads to a specific queue or record to review.
Verify unexpected data
Reported figures include their scope and verification context.
Before you start
- Dashboard or CEO dashboard permission and live business data
Steps
Check period and scope
Confirm the selected date range, team and channel before interpreting a number. Different filters are not comparable.
Expected result: The visible metrics share a known scope.
Read operational signals
Use volume, first-response, pending and customer indicators to locate work that needs investigation rather than treating one number as a conclusion.
Expected result: A metric leads to a specific queue or record to review.
Verify unexpected data
Check channel connectivity, sender classification and source records before reporting an unexpected value.
Expected result: Reported figures include their scope and verification context.