Track and analyze Customer Service case data

Use the Service Manager homepage to track and analyze customer service case data and agent group activities.

The Service Manager homepage displays several case-related reports, which are created using the Reports application. The customer service agent manager can drill down into these reports for more information about the related cases.

To view the Service Manager homepage, navigate to Customer Service > Overview.

The Customer Service Performance Analytics feature adds two more reports to the Service Manager homepage: Case Average Response Time and Number of Open Cases. These reports use indicators as a way to collect and measure data and breakdowns to show different views of this data.

Note: Customer Service Performance Analytics is an optional feature available with the Customer Service Management application. To use this feature, activate the Performance Analytics - Content Pack - Customer Service plugin (com.sn_customerservice_pa). You can activate Performance Analytics solutions on instances that do not have Performance Analytics to evaluate the functionality. However, to collect scores for indicators you must license Performance Analytics.


Report	Figure	Description
Cases by SLA Stage		Displays the number of cases by SLA stage.
Open Cases by Priority		Displays the number of open cases by priority. Click a priority to show the case list. Click a case from the list to view details.
Customer Satisfaction		Displays the results of the customer satisfaction survey that a customer is asked to take after a case is closed.
Cases by Product		Displays the number of cases for each product.
Case Average Response Time		Displays the average case response time in a line graph for the selected time period. The default time period is one month. Point to any location along the line to display a summary for a specific date. Click any location along the line to the line to drill down and see additional information for a specific date.
Number of Open Cases		Displays the number of open cases by day in a trend graph for the selected time period. Point to any bar within the graph to display a summary for the specific date. Click any bar within the graph to drill down and see additional information for a specific date.

Track and analyze Customer Service case data

Use the Service Manager homepage to track and analyze customer service case data and agent group activities.

To view the Service Manager homepage, navigate to Customer Service > Overview.


Report	Figure	Description
Cases by SLA Stage		Displays the number of cases by SLA stage.
Open Cases by Priority		Displays the number of open cases by priority. Click a priority to show the case list. Click a case from the list to view details.
Customer Satisfaction		Displays the results of the customer satisfaction survey that a customer is asked to take after a case is closed.
Cases by Product		Displays the number of cases for each product.
Case Average Response Time		Displays the average case response time in a line graph for the selected time period. The default time period is one month. Point to any location along the line to display a summary for a specific date. Click any location along the line to the line to drill down and see additional information for a specific date.
Number of Open Cases		Displays the number of open cases by day in a trend graph for the selected time period. Point to any bar within the graph to display a summary for the specific date. Click any bar within the graph to drill down and see additional information for a specific date.

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Track and analyze Customer Service case data

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