Dashboard design guidance for customer service
Ticketclosed
Kenmure Business Telecom · Dashboard design guidance for customer service
Alan built customer service lookups dashboard following Bethan's guidance on layout and filter organization; team adoption confirmed within two weeks.
Priority normal
What happened
What this says
Current to 14 Oct 26Alan built customer service lookups dashboard following Bethan's guidance on layout and filter organization; team adoption confirmed within two weeks.
Problem: Customer service team needed organized dashboard for customer information lookups. Handling: Bethan offered guidance on customer-focused layout, Alan built it successfully and confirmed team satisfaction. Watch: Strong outcome signals dashboard investment and team adoption of the brain. Low technical complexity but customer-driven value.
Details
Updated 9 Oct 26Prioritynormal
Statusclosed
Categoryhow_to
Channelemail
First response (min)418
CSAT5
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Trail
created · Alan Rennie 18 Mar 2026 11:56Hi, I've been looking at the dashboard builder and I'm trying to create a set of dashboards for our customer service team to look up customer information. I've got the main data connected but I'm not sure about the best way to organize the tiles and filters for easy navigation. Do you have any guidance on dashboard design, or is there documentation I should read?- public_reply · Bethan Lister 18 Mar 2026 18:54Hi Alan, good question. The best approach depends on your audience and use case. For a customer service team, I'd suggest: - Lead with the most-used lookups (customer name, account number) - Group related metrics together - Keep filters at the top and results below Do you want me to walk through an example, or would you prefer to try building it first and then we can review?
- public_reply · Alan Rennie 19 Mar 2026 13:21That's helpful, thanks. Let me try building it. I'll organize by customer lookup first and then metrics grouped by service type. If I run into issues I'll send over a screenshot.
- public_reply · Bethan Lister 20 Mar 2026 15:37Perfect. Feel free to send a screenshot whenever and I can give feedback on the structure.
- public_reply · Alan Rennie 23 Mar 2026 12:59Built it out and it's working really well. The team is happy with the layout and they're able to navigate it quickly. Great advice, cheers!
- status_change · 31 Mar 2026 23:59
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