The purpose of this guide is to walk existing Helpshift + Power BI users through best practices for reviewing for the data available on each report in the Power BI dashboard. If you are a Helpshift user who is interested in using Power BI, please review How Can I Get More Out of Helpshift Analytics With Power BI? First.

We strongly recommend reviewing this article by Microsoft on Power BI basic concepts first, which provides a visual dashboard overview and defines some key terms throughout this guide. Once you’ve read that, use the table of contents below to jump directly to the report you’d like to learn more about.

There are three main apps in Power BI, each of which contain a different set of reports. Those apps and reports are listed below. Click the name of a report to jump straight to the description and use cases.

Support Analytics

Agent Analytics

FAQ Analytics

For more detailed steps and best practices, please see our Knowledge Base.


Support Analytics

Active Users

This report lets you see how many users visit your app compared to how many contact you, broken down by app, platform, and other filters you can select.

You can use this report to:

  • Consolidate your app data and support data into one report
  • See how changes in your number of active users affects your Contact Rate
  • Spot trends by filtering user data by app and platform

Open Issues

This report provides an overview of all new Issues coming into your Dashboard. It allows you to review and compare the following types of information:

  • Which Issues have been outside of your SLA the longest and which Agents those Issues are assigned to
  • Reviewing a large backlog of Issues to see which have been open for the longest

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Incoming Volume

This report provides a granular look at changes in volume in new Issues down to the hour. It is most useful for the following types of cases:

  • Identifying what time of day you receive the most Issues, which can help you decide if you need to hire more Agents or reassign shifts
  • Reviewing the most common types of Issues by looking at tags to see if Agents should be shifted to different Groups to tackle those types of Issues

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Time to First Response

This report allows you to see whether or not you’re meeting your SLA goals for first response time – you can click into the exact Issues that may have been missed. You can use it to identify the following:

  • How your first response time changes throughout the day or week, where you may need additional support
  • Improvements or drops in Agent performance to enable you to follow up with Agents as needed
  • If different Agent Groups are meeting their specific SLA goals for first response time – you can review Issues that were not replied to within SLA with the group to set expectations
  • Average time to first response for weekend Agents by filtering for Issues only created on weekends

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Time to Resolve

This report helps you identify trends affecting the average time it takes to resolve an Issue. This information is useful for the following:

  • Reviewing how many Issues an Agent or Group were closed or resolved within their SLA, and the overall average time to resolve for each Issue
  • Seeing what Issue types take longer than others to know where Agents may need more training or support
  • Generating a weekly CSV for each team’s average time to resolve to provide your team with data-driven performance feedback

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Tag Distribution

This report gives a high level understanding of where most of your tags are coming from. You can use this information as follows:

  • Quickly spotting spikes in tag usage to reallocate resources in your team to address
  • Seeing what percentage of Issues are from specific types of users – VIP, paid, non-paid, first time users, etc.
  • Reviewing what percentage of tags are related to specific issues, such as billing or escalations

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Handling Time

This report measures the window of time when the Issue is assigned to an Agent to when the Issue is resolved. This report along with the Holding Time report are great for looking at Agent performance. You can review the following types information with this report:

  • What types of Issues are receiving a longer handling time – look at the average handling time by tag to determine if you need to provide more resources for resolving those types of Issues
  • Longest handling time overall – in addition to SLAs, you may wish to set a handling time goal for your team to improve the customer experience

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Holding Time

This report measures the time period between when an Issue was first assigned to an Agent and when that Agent sent the first response. This information is helpful for assessing the following:

  • How long Agents are taking to initially reply to an Issue
  • What types of Issues typically have a longer holding time – sort Issues by tag to see if Agents need special training to respond to those types of Issues more quickly
  • Correlation between CSAT ratings and holding time – do Issues with a longer holding time receive lower CSAT scores? Is there a minimum holding time where CSAT scores begin to drop?

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CSAT

The CSAT report allows you to see what your average CSAT score is for individual Agents and for your whole team. You can use this information as follows:

  • Reviewing all Issues with a feedback rating below 3 to have a Supervisor potentially follow up
  • Checking which Agents have high CSAT ratings to provide them with positive feedback accordingly
  • Reviewing how many end users are providing Agents with ratings to see if there is opportunity to incentivize end users to provide feedback

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First Contact Resolution

This report is specific to Issues which were resolved with only one Agent response. Some important information to look for here includes the following:

  • Identify types of Issues which are less frequently resolved in one reply by looking at tags to see if there’s opportunity to resolve those Issues more quickly and efficiently
  • Review the CSAT scores of Issues resolved with one response to identify top performing Agents

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Resolve and Reopen Rates

This report tracks and compares two data points: the amount of Issues resolved and the amount reopened. Comparing this data allows you to gain the following insights:

  • Drill down to the tag level of reopened Issues to identify what causes them; update your Automations or revise your support messages accordingly
  • Track times when the resolved Issues metric drops to identify need for additional support resources

Agent Analytics

Agent Performance

This report features trends in Agent performance by Issue touches, resolution rate, average time to first response and resolve, and much more. Use this report to:

  • Monitor team and individual Agent performance over time
  • Easily compare Agent performance to team performance

FAQ Analytics

FAQ Analytics

This report provides insight into how your FAQs are doing based on views, searches, and likes/dislikes. You can use this information to understand:

  • How your users are using your FAQs over time; which are consistently the most popular topics/questions so you can keep those up-to-date
  • What searches are bringing up corresponding FAQs versus which do not bring up any search results so you can write new FAQs for those searches
  • Which of your FAQs receive positive feedback and which need improvement

To set up additional features and learn more about Helpshift best practices, please review our Knowledge Base.

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