CX dashboard for teams · paid plan · early access
All your support and customer numbers in one dashboard, with advice.
We connect your helpdesk, CRM and team sheet. Then every week you see what moved, per team, per agent and per channel, and the three things to do first. Set up with you after a short demo.
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Tour of the B2B dashboard with sample data from a made-up company.
What your team gets
Your tools, connected
Zendesk, Freshdesk and HubSpot connect directly; any other tool through a Google Sheet. Numbers refresh every morning, no typing.
Teams and agents
CSAT, first response, resolution time and QA per team and per agent, with who to keep, coach or train.
Sales next to support
Connect HubSpot and see deals and owners next to your ticket numbers, so support and the commercial team read the same week.
Alerts and advice
When a number moves the wrong way, you see it with the three things to do first, written in plain words.
Per team and per agent
Filter by team, agent, channel or country. Each agent gets a verdict (keep, coach or train) that also counts the QA score from your sheet.
Read-only and numbers only
We only read the numbers the dashboard needs (counts, times, scores), not the content of your conversations.
Who it is for
Support directors and heads of support
- Department KPIs for every team on one page
- See which team or channel moved, before the monthly review
- Numbers straight from the helpdesk, not from a spreadsheet someone rebuilt
Operations and WFM managers
- Created vs solved and backlog trend per week
- First response and resolution time by channel, country or priority
- A 52-week view to spot seasonal peaks
Team leads
- Agent comparison on CSAT, speed, volume and QA score
- A keep, coach or train verdict per agent, with the reason
- Plain-language advice for the period you pick
Typical use cases
Several support teams, one view
Compare teams or countries side by side and drill into the agents behind a number.
Outsourced or BPO teams
Track the partner team on the same KPIs as your in-house team, from the same helpdesk.
Weekly operations review
Open the dashboard in the meeting: what moved, which team, and the three actions for the week.
Support and customer success together
Ticket numbers next to CRM data from HubSpot, so CS sees which accounts are struggling.
Available today, and what is planned
The B2B dashboard is in early access: we set it up with each team ourselves. This is exactly what works now and what is still on the roadmap, so you know what you are buying.
Available today
- Connectors: Google Sheet (any tool that exports to a sheet), Zendesk, Freshdesk and HubSpot
- Automatic refresh every morning, plus a Sync now button
- Filters by date range, team, agent, channel, country and any text column in your sheet
- Team and agent tables with CSAT, first response, resolution time, volume and QA score
- Keep, coach or train verdict per agent, and written advice for the filtered period
- Trends, created vs solved, channel split and a 52-week heatmap
- Weekly report by email every Monday: the numbers, what changed and what to do first
- Several logins per company: colleagues added to your plan see the same dashboard
- Team-lead logins that only receive their own team's numbers (by team, country, channel or any column), directors see everything
- Read-only access, keys stored encrypted, numbers only
Planned, not built yet
- QA reviews and coaching notes recorded inside the dashboard (today the QA score comes from your sheet)
- Customer account health, renewals and revenue at risk per account (try the free Customer Success Health Center meanwhile)
- Single sign-on (SSO)
Need agent scorecards and coaching notes today? The free Agent Performance Center works in your browser while we build them into the B2B dashboard.
Free dashboard or B2B dashboard
| Free CX dashboard | B2B dashboard |
|---|---|
| One KPI at a time | Every KPI at once, per team and per agent |
| Numbers you type in | Numbers pulled from your helpdesk, CRM and team sheet |
| Advice on one result | Weekly advice across support, teams and customers |
| Saved dashboards for you | Weekly report emailed every Monday, and advice for any period you filter |
| Free, self-service | Paid, set up with you after a demo |
Not ready yet? Keep using the free dashboard.
How it works
- Book a 30-minute demo with the form below.
- On the call we look at your tools, your team and the KPIs you report on. You get a price for your team, in writing.
- If you go ahead, we connect your data and set up your dashboard with you.
- Every week: your dashboard refreshed each morning, with advice for the period you pick. Questions go straight to us.
You talk with the founder of Clarivoxx, who led a support department of 5 team leads and 50 agents.
Questions
- How much does it cost?
- It is a paid plan. The price depends on the size of your team and the tools to connect, so you get it in writing after the demo. Booking the demo commits you to nothing.
- Which tools can you connect?
- Zendesk, Freshdesk and HubSpot connect directly with a read-only API key, and any other tool through a Google Sheet filled from its export. Using something else? Tell us in the form.
- Are the numbers in the video real?
- No. The video shows the dashboard with sample data from a made-up company. Your dashboard shows your own numbers.
- What happens to our data?
- We ask for read-only access and only use the numbers the dashboard needs. We do not sell or share your data, and you can ask us to delete it at any time. See the privacy policy. Privacy policy.
- Can we keep using the free dashboard?
- Yes. The free dashboard, the calculators and the team forecast stay free, with no sign-up for the calculators.