Product updates

Shopify data source improvements

We’ve shipped a range of improvements to our Shopify data source, including a new metric, a more useful Interactive View, and improved accuracy of some metrics.

Whats changed?

New Gross Sales metric: our integration now allows you to keep track of Gross Sales using a range of different visualizations. These can be broken down in a number of ways by filtering by specific product names, SKUs, locations, sales channels, tags and more.

See specific orders in Interactive View: dashboard admins can now use Interactive View to see which specific orders have impacted a metric. Click the new table icon on a Shopify widget, or ‘Source data’ whilst using Interactive View, and you can now see a list of orders associated with that metric. To make further investigation easier, you can click directly into those orders in Shopify itself, and download the raw data as a .CSV too.

Faster updates: Shopify widgets now benefit from faster refresh rates, with some metrics updating the instant orders come in.

Improved data accuracy: We’ve fixed an issue that affected the accuracy of sales metrics broken out by product for some users.

Instagram Business data source

We’ve shipped a whole new Instagram Business data source, opening up a range of possibilities for tracking the growth and reach of your Instagram account with Geckoboard.

Connect your Instagram Business account and you can now visualize live metrics relating to the performance of your account, as well as individual posts, stories and reels. These include:

• Current total followers
• New followers for a given time period
• Profile views
• Total number of posts
• Post reach (a specific post, or set to most recent)
• Story impressions (specific story, or most recent)
• Average watch time for a specific or most recent reel
• Number of comments on specific or recent posts and reels
• A feed of comments from posts and reels
• …and many more.

The new data source also now takes advantage of many of the other features we’ve rolled out across Geckoboard in recent months, including:

• A more intuitive widget-building experience, allowing you to preview your widget before adding it
• Support for more visualization types
• Presets for popular metric and visualization combinations
• Support for Slack notifications when your Instagram metrics improve or drop-off

Log in to your Geckoboard account and select Instagram Business to give it spin!

NB: This data source supports Instagram Business accounts only.

Zendesk Agent Status metrics

We’ve added support for a range of real-time agent status metrics from Zendesk, with a new integration called Zendesk Agent Status.

For Zendesk setups with omnichannel routing rules at their core, this opens up many possibilities for accurately monitoring real-time agent workloads across Support, Talk, Messaging, and in some cases Chat, and agent availability to pick up additional work items.

Some of the metrics now supported include:

• Current agent status (online, offline, away, in transfer…)

• Agents’ status broken out by channel

• Total work items owned by each agent

• Agent capacity, broken out by channel

…and more.

To access these new metrics, select Zendesk Agent Status from our list of data sources whilst logged into Geckoboard, and set up a connection to your Zendesk account.

Note: as this uses a specific API supplied by Zendesk, you’ll need to set this up as a new connection even if you’ve already connected via our Support, Chat, Talk or Sell data sources.

KPI notifications (Beta)

Never miss an important change to your key metrics, with our new, highly-requested feature: KPI notifications!

Get notified in Slack the minute your data hits a ‘success’ or ‘warning’ value, even if you don’t have your dashboard open. Perfect for letting everyone know when targets have been achieved, when a KPI is doing particularly well, or if performance has dropped off in a particular area.

How it works

1. On a number or gauge widget*, set up a status indicator.

2. Connect your Slack account if you haven’t already, and select the channel you’d like to push notifications to when success or warning values are triggered.

3. You’ll now receive a notification in Slack when your metric enters or exits a success or warning state.

Got feedback? We’d love to hear what you like or don’t like about this early version of KPI notifications, so send your comments to our team using the ‘Help’ button in the top right of your account.

*Currently available on the following data sources: Activecampaign, Aircall, Airtable, Amplitude, Asana, Baremetrics. Campaign Monitor, ClickUp, Close, Copper, Databases, Datasets API, Delighted, Dixa. Dotdigital, Facebook Ads, Freshdesk, Freshservice, Google Analytics, Google Search Console, Gorgias, Help Scout, HubSpot, Intercom, Klaus, Klaviyo, Linear, Matomo, Monday, Nicereply, Orbit, Pipedrive, ProfitWell, QuickBooks, Redash, RringCentral, Satismeter, SendGrid, ShipStation, Shopify, Stripe, TikTok, Wistia, YouTube, Zendesk Support, Zendesk Chat, Zendesk Sell.

Shopify now supports historical reporting

Automate and simplify reporting for your online store; our Shopify data source now supports reporting over historical time periods, including ‘yesterday’, ‘last week’ and ‘last month’.

Used with email or Slack snapshots this is a handy way to set up reporting dashboards that update your team and stakeholders on performance over a recent time period.

Updated Campaign Monitor data source

We’ve updated our Campaign Monitor data source to provide a more streamlined workflow when building or editing Campaign Monitor widgets. Re-written from the ground up, our integration now lets you visualize Active Subscriber Count for specific segments, and supports oAuth as a connection method too.

Track segment size in Klaviyo

Go a level deeper with your Klaviyo dashboards. Our integration now allows you to keep track of segment size.

User activity metrics added to our Close data source

Our Close data source now supports user activity metrics, allowing you to break performance out for specific sales reps. This includes:

• Number of meetings completed, declined or canceled for specific sales reps

• Leads created and contacted

• Opportunities created, won and lost

• Value of opportunities won or lost

• Call duration

• …and more

More Zendesk SLA metrics for improved SLA monitoring

We’ve added a range of new SLA-related metrics to our Zendesk Support data source, aimed at helping support teams meet and exceed their SLA targets through better real-time monitoring.

Get an up-to-date overview of the current state of play with a live list of Tickets nearing SLA breach, as well as metrics like:

• Number of active SLA tickets
• Number of active unbreached SLA tickets
• Number of active breached SLA tickets

Monitor how effectively your team is meeting expectations, with:

• % of SLA targets achieved
• % of SLA targets breached
• Number of SLA targets achieved
• Number of SLA targets breached

…and keep an eye on specific SLA policies, with a list of SLA targets too.

Agent replies, internal comments and agent updates added to our Zendesk Support data source

Our Zendesk Support data source now includes several more highly-requested metrics:

• Agent replies: Track the number of agent replies over a period of time, across the whole team or broken out by individual agent
• Internal comments: The number of internal comments applied to tickets over time
• Agent updates: Monitor the number of agent updates over time, aggregated or broken out by individual agents