Teams | Collaboration | Customer Service | Project Management

Investors who don't know what's happening become frustrated investors. Christopher Ford, Director of Growth at HappyDoc, explains how Geckoboard eliminates confusion, keeps stakeholders aligned ahead of high-stakes meetings, and enables confident, data-backed decisions.

Eduardo Umaña, Business Operations Manager at TechChoice, shares how Geckoboard's sales leaderboards give reps instant visibility on quota attainment, progress toward President's Club, and how they stack up against their peers, all in one place and right where they work in Monday.com. If your sales team is flying blind on their own numbers, this one's worth a watch.

Eduardo Umaña, Business Operations Manager at TechChoice, explains how Geckoboard transformed the way his team tracks sales performance, proves ROI to technology providers, and gives every stakeholder from executives to sales reps the visibility they need to make decisions. Before Geckoboard, pulling together ROI calculations across HubSpot and other data sources was a painful manual process. Now, TechChoice's MDF ROI dashboards, sales leaderboards, and performance reports are all in one place and shareable in seconds.

Learn how to create custom dashboard templates in Geckoboard for quickly deploying consistent dashboards across your sales or customer support operation. In this quick example, we'll show how to turn a sales rep performance dashboard into a template, which can then be quickly customized for different sales reps.

In this session from the Geckoboard Breakfast event, Lumi Fagbure, Founder of advoCX and former Zendesk Professional Services consultant, shares a practical and very real world look at how AI is reshaping reporting for support teams. Lumi explains why traditional volume reporting is no longer enough and how teams can use AI driven signals to understand what customers want, where processes fall down, and how well automation is working.

AI is changing support faster than most teams can keep up. In this talk from our Geckoboard Breakfast event, Eric Nelson, CEO and co founder of Stylo, shares what their eighteen-month study reveals about how KPIs are shifting as AI becomes part of day to day operations. Eric covers what happens to CSAT when new models drop, why voice is rising again, and how customers are adapting their expectations. He also breaks down the practical changes teams can make right now from rebuilding knowledge bases for AI context, to tightening KPI cycles from annual plans to 60 or 90 day reviews.

A quick look at the ideas and conversations that shaped our first Geckoboard Breakfast event in London. In this highlights reel you’ll hear customers and partners talk about fast growing data sets, how AI is reshaping support, and why real time visibility still matters for every team. You’ll also see how Geckoboard customers use dashboards day to day including weekly customer facing reports and team wide SLA visibility.

A short fireside chat from the Geckoboard Breakfast event in London, featuring Tom Mercer from Spotler and Chris Brogan from Token. They share how real time dashboards help them stay ahead of issues, improve SLA performance, keep product and support aligned, and give customers a clearer view of what’s happening.

A glimpse inside our first-ever Geckoboard Breakfast: Measuring What Matters in Support, 2026. A morning of conversations, insights, and connection with leaders from across the Zendesk community. Stay tuned — we’ll be sharing talks, our customer fireside chat, and highlights from the event soon.

Some tickets, like GDPR data deletion requests, need extra care. In this episode of Unlocking Zendesk, Jude Kriwald shows how to use a trigger that adds an automatic internal note — giving agents clear instructions inside Zendesk so nothing important gets missed. This simple workflow keeps everyone aligned and reduces errors without ever leaving the workspace. Automatically add internal notes with key steps or reminders Use tags to ensure the trigger only runs once Keep agents consistent when handling sensitive requests Build better reporting in Explore using these tags.