Teams | Collaboration | Customer Service | Project Management

How this CX team survives Black Friday with live Shopify data #Shorts #Ecommerce #ShopifyDashboard

November is peak season for Simba. Graham Paddon explains how the outreach team uses Geckoboard to stay on top of Shopify data - order volume, revenue, pipeline - so nothing falls through during their busiest period.

How to get Zendesk Live Dashboards without upgrading

Keep your Zendesk plan and give your team a live view of what needs attention. Geckoboard connects directly to Zendesk and puts queue size, response times and team performance on a shared dashboard. See queues building and response times slipping while there’s still time to act. Your team gets the numbers to respond, and you can stop being the person who has to spot every problem.

Zendesk Analytics: How to Combine Multiple Attributes into a Single Reporting Field

Learn how to merge conditional ticket fields into one Explore attribute so you can report on every contact reason in a single view. Zendesk Analytics (formerly Explore) is powerful, but one area where it falls short is in handling conditional ticket fields with any ease. Many teams use these fields to capture detailed contact reasons under different parent categories.

Zendesk Analytics: Five Custom Talk Metrics That Give You the Numbers You Really Need

Go beyond Zendesk Talk’s default reporting with five custom metrics (and one essential attribute) that reveal what’s really happening on your voice channel. Zendesk Voice (previously Talk) comes with a range of built-in reports, but most teams quickly find they need more flexibility as they try to drill into what’s really going on. The default metrics are often too broad to give real insight into what is happening in any meaningful way that can be actioned.

One glance. You know exactly what needs fixing. #Shorts #SalesManagement #SalesDashboard

At a glance, you know. MTD Training's COO Kelli Grinter explains how dashboards give the sales team a live view of what's winning and what needs attention - and how a bit of personality (celebrity images, anyone?) makes performance tracking something people actually enjoy.

Why Salesforce reporting fails sales teams #Shorts #SalesManagement #SalesforceReporting

Salesforce is the source of truth for most sales teams - but its reporting isn't built for non-technical people or for display. Gianluca Sardo, President of The Glasshouse, explains why Geckoboard's simplicity is the point: live data, visible to everyone, driving motivation and sales performance.

How to Connect Business Data to ChatGPT & Claude | Geckoboard Metrics MCP

Turn ChatGPT, Claude and other AI assistants into personal data analysts with the Geckoboard Metrics MCP. In this walkthrough, Geckoboard VP of Product Ben Newell explains how the Metrics MCP gives AI tools access to accurate, real-time business metrics, and shows you how to connect your data and get started. Most AI connectors return raw records, such as individual tickets, deals or calls. The AI must then retrieve those records, define the metric and calculate the result every time. This can be slow, token-intensive and inconsistent.