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By Sam Gane
At a startup, performance moves quickly, but many teams still struggle to see what’s really driving performance across marketing and sales, which leads to slower decisions and missed opportunities. That’s the challenge Christopher Ford is solving at HappyDoc. As Director of Growth, he’s responsible for generating demand, converting opportunities, and giving leadership a clear view of how the business is performing. HappyDoc builds AI software for veterinary clinics.
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By Sam Gane
When building a TV dashboard, it’s tempting to focus on making something eye-catching. Getting people to look at it feels like half the battle. But if a dashboard is noisy or hard to read, people might glance once and then ignore it. On a TV screen, clarity matters more than novelty. A TV dashboard isn’t something people interact with. It’s something they glance at. Often from across a room, in passing, while doing something else. That changes the job of the dashboard.
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By Ian Wright
I love data visualization and have spent a lot of time looking at charts across different vendors, BI tools, and libraries. One thing that keeps coming up for me is how animations are handled. There’s a wide range of approaches. Some charts don’t animate at all, some do it poorly, and a few get it right. The difference isn’t just aesthetic. It has a direct impact on how easy it is to understand what’s happening in the data.
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By Sam Gane
This may be a popular, or an unpopular opinion. I wouldn’t know as I’ve never shared it in my near 7 years at Geckoboard. But I think light themed dashboards are a bit rubbish. It might just be one of those things where you’re a light theme person, or a dark theme person. Strangely though, I have my phone in dark mode and Mac in light… So why do I have such an aversion to a light themed dashboard?
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By Nick Smith
Salesforce reports don’t fail because they’re wrong. They fail because they’re late. If your team coordinates in Microsoft Teams, but your metrics live in Salesforce, someone ends up having to do the same manual loop: refresh → export → screenshot → paste → explain. And once that loop gets even slightly inconsistent, people stop trusting and paying attention to the numbers.
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By Sam Gane
When Courtney Blocker joined Trackforce as Director of Global Support in November 2024, he was hired to help scale support for growth. What he found was a familiar problem: plenty of data, but no clear, shared view of what was happening right now.
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By Nick Smith
HubSpot can send record-level notifications into Microsoft Teams (like activity on a deal or company linked to a channel), and workflows can also post messages to Teams. If you want alerts based on KPI thresholds though - like deal aging spikes, pipeline coverage dropping, or first response time drifting - you can set up HubSpot KPIs in Geckoboard, and notify a Teams channel instantly when a metric crosses a threshold. Microsoft Teams is where a lot of sales and revenue teams coordinate work.
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By Nick Smith
if you’ve ended up here, there’s a good chance your Salesforce dashboard isn’t keeping up with the pace of the team. Your numbers might look right eventually - just not when you actually need them. Pipeline moves. Deals change stages. Calls happen. Forecasts shift. But when your dashboard is out of date, people stop trusting it - then they stop using it.
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By Nick Smith
Microsoft Teams is where many support teams coordinate work. But Zendesk doesn’t always surface the signals you need there - a problem if you’re in a conversation thread and there’s suddenly a spike in tickets, a string of negative CSAT ratings or anything else that needs urgent attention. In this guide, we’ll show how to send the right Zendesk notifications and KPI alerts into Microsoft Teams, so you and the rest of the team can react fast without turning your channels into noise.
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By Nick Smith
If you’re here because you’ve got a fast-moving sales floor (or a support queue), and HubSpot dashboards aren’t keeping up… you’re not alone. HubSpot dashboards refresh, but not in real time - here’s what’s possible, and how to get a faster live view. HubSpot is brilliant for logging and managing the work.
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By Geckoboard
Learn how to create custom dashboard templates in Geckoboard for quickly deploying consistent dashboards across your sales or customer support operation. In this quick example, we'll show how to turn a sales rep performance dashboard into a template, which can then be quickly customized for different sales reps.
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By Geckoboard
In this session from the Geckoboard Breakfast event, Lumi Fagbure, Founder of advoCX and former Zendesk Professional Services consultant, shares a practical and very real world look at how AI is reshaping reporting for support teams. Lumi explains why traditional volume reporting is no longer enough and how teams can use AI driven signals to understand what customers want, where processes fall down, and how well automation is working.
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By Geckoboard
AI is changing support faster than most teams can keep up. In this talk from our Geckoboard Breakfast event, Eric Nelson, CEO and co founder of Stylo, shares what their eighteen-month study reveals about how KPIs are shifting as AI becomes part of day to day operations. Eric covers what happens to CSAT when new models drop, why voice is rising again, and how customers are adapting their expectations. He also breaks down the practical changes teams can make right now from rebuilding knowledge bases for AI context, to tightening KPI cycles from annual plans to 60 or 90 day reviews.
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By Geckoboard
A quick look at the ideas and conversations that shaped our first Geckoboard Breakfast event in London. In this highlights reel you’ll hear customers and partners talk about fast growing data sets, how AI is reshaping support, and why real time visibility still matters for every team. You’ll also see how Geckoboard customers use dashboards day to day including weekly customer facing reports and team wide SLA visibility.
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By Geckoboard
A short fireside chat from the Geckoboard Breakfast event in London, featuring Tom Mercer from Spotler and Chris Brogan from Token. They share how real time dashboards help them stay ahead of issues, improve SLA performance, keep product and support aligned, and give customers a clearer view of what’s happening.
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By Geckoboard
A glimpse inside our first-ever Geckoboard Breakfast: Measuring What Matters in Support, 2026. A morning of conversations, insights, and connection with leaders from across the Zendesk community. Stay tuned — we’ll be sharing talks, our customer fireside chat, and highlights from the event soon.
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By Geckoboard
Some tickets, like GDPR data deletion requests, need extra care. In this episode of Unlocking Zendesk, Jude Kriwald shows how to use a trigger that adds an automatic internal note — giving agents clear instructions inside Zendesk so nothing important gets missed. This simple workflow keeps everyone aligned and reduces errors without ever leaving the workspace. Automatically add internal notes with key steps or reminders Use tags to ensure the trigger only runs once Keep agents consistent when handling sensitive requests Build better reporting in Explore using these tags.
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By Geckoboard
Overwhelmed by a pile of Zendesk tickets that all need the same update? In this episode of Unlocking Zendesk, Jude Kriwald shows how to use the bulk edit feature to save time and avoid repetitive work. Whether it is updating statuses, assigning tickets, or adding a note across multiple conversations, bulk edit helps you clear the queue in one go. Select and edit multiple tickets at once Update fields like status, assignee, tags, or comments Add internal notes or tags to track bulk updates Save time while keeping your workflows consistent.
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By Geckoboard
Want to make sure unhappy customers get priority attention in Zendesk? In this episode of Unlocking Zendesk, Jude Kriwald shows how to use Intelligent Triage sentiment detection to automatically flag and prioritize tickets with very negative sentiment. With the right trigger, Zendesk can detect frustration and push those tickets to the top of the queue before an agent even opens them.
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By Geckoboard
Can AI really build dashboards better (and faster) than a human? In this video I put ChatGPT's Agent mode to the test against me, challenging it to create a Zendesk Support dashboard in Geckoboard. Watch as ChatGPT configures key Zendesk metrics like: ...or does it? I filmed the whole build process so you can see exactly where AI shines, where it struggles, and whether letting ChatGPT loose on your dashboards is a realistic shortcut or just a fun experiment.
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Achieve more together, whatever your business. A TV dashboard ensures your metrics are front of mind for everyone, focusing teams on what matters now to move the company in the right direction.
No distractions. No unnecessary complexity. No room for misinterpretation. Our visualizations are designed with one thing in mind: to make your most important metrics clear and easy-to-understand. Build a TV dashboard in minutes using a drag-and-drop interface that makes setup and visualization changes so simple anyone can do it.
Bring Any Metric Into Geckoboard:
- 60+ pre-built integrations: Pull live metrics from popular business tools into Geckoboard without any technical know-how.
- Powerful Spreadsheet Integration: Effortlessly turn data tracked in a Google Sheet or Excel file into live visualizations.
- Flexible Datasets API: Visualize metrics from databases, in-house systems and third-party software.
A different KPI dashboard, for whatever you do. There’s no ‘one dashboard fits all’ with Geckoboard. Our software makes it really easy for you to tailor TV dashboards for your team.