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Best practices for customizing your Intercom dashboard

Use the Intercom data source to visualize live conversations data, team members users and more.

Updated over 5 months ago

With Geckoboard, you can visualize live data from Intercom, including metrics for conversations, effectiveness, and customer satisfaction. You can also filter your metrics by teammate, priority, status, and more. This guide will cover key features to help you get the most out of your Intercom data.

Set goals for your number visualizations

If you have a clear target for your support metrics, such as reducing your First response time metric (e.g., from 30 minutes to 15 minutes), you can visualize progress toward a specific target using the Goals feature. Learn how to set this up in our guide on Goals.

Use the split-by feature to show custom data

Depending on your team's Intercom subscription, you may not have access to custom reporting or team performance reports, which would allow you to break out your Reports data by Intercom team. Not to worry—you can accomplish this with Geckoboard!

Use the split-by feature to bucket your data by Team, Channel, Tag, or choose from several other options. This can be useful, for instance, if you have multiple teams that use Intercom and want to segment data by team to better understand their performance.

example of a line chart showing Zendesk data split over the same chart in Geckoboard

Get notified in Slack when changes happen to key metrics

Status indicators are a great way to call attention to a specific metric when it’s performing above or below expectations. Taking this one step further, you can also set up KPI notifications and be alerted in Slack when your metric hits your warning or success value.

Use Interactive Views to investigate source data behind your widgets

With this feature, you can drill down and access the data behind your Intercom widgets to quickly understand what's driving changes in your metrics.

For example, you may want to learn more about changes to your Conversation rating score and First response time or perhaps take a closer look at the number of Closed conversations your team members are participating in.

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