How to Access the Rep Performance Dashboard Report

Find out how to view the Rep Performance Dashboard report in Zendesk by selecting Advanced Sales Insights and choosing a rep and comparison.

How do I view the Rep Performance Dashboard report?

To view the Rep Performance Dashboard report, you need to access the Advanced Sales Insights section. From the Reports page, select Advanced Sales Insights and then choose Rep Performance Dashboard.

Once there, you must select an individual rep and a comparison group or team to see the detailed performance metrics. This setup allows you to compare the selected rep's performance against others, providing valuable insights into their sales activities.

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Zeffy

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Zinc

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Natalie Onions VP of Customer Experience at Customer.io

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Howard Blick, Customer Service Team Lead at Freecash

“We needed an AI agent integrated within our current tools. My AskAI was the only solution that wasn't going to disrupt our operations.”

“Our company is growing very rapidly, and we were receiving a lot of support requests. And our team was spending a huge amount of time on them. Now, our AI agent is resolving 84% of customer support conversations.”

Ella Roy Customer Success Manager
Zeffy

Read Zeffy's case study

“At the end of last year I was given the challenge - how can we provide the same or better service, without hiring anyone?”

“Since implementing My AskAI, the AI agent has deflected at least 68% of all customer queries. This has allowed us to get our average human response time down to under 60 seconds. A goal we've had for the last 6 months and finally achieved now with My AskAI.”

Conrad Jones CX and Service Leader
Zinc

Read Zinc's case study

“My AskAI blew everybody else out of the water. It made the selection process very easy for us.”

"My AskAI’s Zendesk integration is saving our support agents over 35 hours  per week. A massive win for the team and mitigating hundreds of hours of combined waiting time for customers. We are very pleased with the results — which have allowed us to reinvest bandwidth into other strategic areas."

Natalie Onions VP of Customer Experience
Customer.io($50M+ ARR)

Read Customer.io's case study

“It now resolves 71% of queries (over 35,000 every month), meaning more time solving complex issues and improving UX.”

"My AskAI's Intercom integration stood out not only because of its impressive answer accuracy but also because of how well it worked within our existing Intercom setup. The combination of precision and effortless setup made it invaluable."

Howard Blick Customer Service Team Lead
Freecash

Read FreeCash's case study

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How to Access the Rep Performance Dashboard Report

How do I view the Rep Performance Dashboard report?

More related questions

What is the Rep Performance Dashboard report in Zendesk?

What filters are required for the Rep Performance Dashboard report?

Can I compare multiple reps in the Rep Performance Dashboard report?

How is Quota Attainment calculated in the Rep Performance Dashboard?

What does Pipeline Conversion Rate mean in the Rep Performance Dashboard?

Can I compare data for all users in the Rep Performance Dashboard?

Interested indeflectingover 70% of your Zendesk support tickets?

Zendesk Support Tickets

Zendesk Messaging (live chat)

Join1,000+ companies reducing their support costs and freeing up support agents for more important work

“We needed an AI agent integrated within our current tools. My AskAI was the only solution that wasn't going to disrupt our operations.”

“At the end of last year I was given the challenge - how can we provide the same or better service, without hiring anyone?”

“My AskAI blew everybody else out of the water. It made the selection process very easy for us.”

“It now resolves 71% of queries (over 35,000 every month), meaning more time solving complex issues and improving UX.”

“We needed an AI agent integrated within our current tools. My AskAI was the only solution that wasn't going to disrupt our operations.”

“At the end of last year I was given the challenge - how can we provide the same or better service, without hiring anyone?”

“My AskAI blew everybody else out of the water. It made the selection process very easy for us.”

“It now resolves 71% of queries (over 35,000 every month), meaning more time solving complex issues and improving UX.”

Reduce support costs.Spend more time on customer success.