Plan requirement
| Subscription | Suite Team or higher, Support Team or higher |
| Access | Agent |
A dashboard is a set of reports for one audience. Viewing the prebuilt ones is on every plan; building your own starts at Professional.
What it is
Reports arranged on one or more tabs, with filters the reader can use. A report can appear on several dashboards, so a dashboard is an arrangement rather than a copy.
Every version of Explore includes prebuilt dashboards, and every Explore user can view them whatever their role. They are read-only; making one you can change means cloning it, which needs Professional or Enterprise.
What you already have
Before building anything, look at what is there. Explore ships with dashboards for Zendesk Support, Zendesk Messaging, Zendesk Knowledge, Zendesk Chat, Zendesk Voice, Zendesk AI: AI agents, Zendesk Copilot: Intelligent triage, Zendesk omnichannel: Agent productivity and queues, Omnichannel routing: queues, Live data and Live performance by channel. Those last two are the exception: they are there only for accounts that used Explore before 5 May 2026, and everybody who started later gets real-time monitoring instead.
They cover most of what people ask for. Clone one and adjust it rather than starting from empty: you get something better, faster.
One thing you can stop worrying about: migrating existing dashboards to the new dashboard builder is no longer necessary. Zendesk has said so and is building agentic analytics instead, due later in 2026. Migrations already done are fine and the new builder stays.
Build for one audience
A team lead wants their team's queue and times. A director wants volume, satisfaction and trend. Those are two dashboards, and merging them produces one that neither reads. The question that settles most design arguments: who opens this, and what do they do next?
Lead with the answer
The top left is what people see. Put the one number that matters there, large, with its change against last period. Detail goes below.
Five to eight reports
Enough to tell a story, few enough to take in. Beyond that, use tabs, and if the tabs are for different people it should have been two dashboards.
Say what the numbers mean
A line of text saying what is included, which period, and when the data was refreshed. Without it every reader forms their own assumption, and two of them will disagree in a meeting.
A dashboard nobody opens should go
Check occasionally which are used. Unread dashboards are not harmless: they crowd the list and make the useful ones harder to find.
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