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If the default date is Created date, but you want to see the number of registrations based on Updated date, you might consider changing the default date field (which will apply to all formulas) OR adding a date modifier to your formula (will apply to a single formula). Plecto uses the default date to show your KPIs.
Know the default date field of your integration data sources. If you have a formula that counts the number of registrations in your data source (data function = Number of), you can add it to a dashboard widget that supports custom grouping and see the KPIs based on a specific field from your data source. 
Add the same formula to dashboard widgets, reports, contests, notifications, and more.
Once you create a formula in the formula editor, you can reuse the formula across the entire platform. AIRCALL ZENDESK HOW TO
Here's some practical advice on how to get the best out of your formulas.
(Optional) Customize your formula with conditional colors. Change the operator between data function and the big group component to ➗. Add a new data function component (not inside the group) that counts the Number of Freshdesk Satisfaction Ratings. In the third component, change the filter to Rating = Happy. In the second component, change the filter to Rating = Very Happy. You should have three of the same components inside a group component. Repeat the previous step and duplicate the component one more time. Click on the three dots in the top-right corner of the data function component and click Duplicate component. Data source: Freshdesk Satisfaction Ratings. In the group, add a new data function component. Create a new formula and add a group component. AIRCALL ZENDESK FREE
(Optional) Feel free to customize your formula by adding conditional colors.Įxample with Freshdesk Satisfaction Ratings. Set the number format in the formula editor to Decimal number. Click on the three dots in the top-right corner of the component and choose the relevant date field, for example, Updated at, Resolved at, or others. Add a date modifier to the component to make sure you see the right KPIs. Look for the following, depending on your data source: Zendesk Tickets = Status = solved Freshdesk Tickets = Status = Resolved Freshservice Tickets = Status = Resolved We've mapped some data sources and their field names and values. Click + Add filter and choose the field that contains information about the ticket status. Data source: Choose a data source that stores data about your tickets, for example, Zendesk Tickets, Freshdesk Tickets, or others. Create a new formula and add a data function component. 
How to create the Number of Solved Tickets KPIĮxample with Zendesk Tickets, Freshdesk Tickets, Freshservice Tickets Watch the video below to learn how to add a date modifier.
Many of the KPIs listed in this article require date modifiers to ensure that you get the most accurate results. If so, you can add a date modifier to the formula component. In some cases, you might want to use another date field in your formula than the default date. Each data source has a default date field that determines which of the numbers Plecto should display. If you created 5 registrations today but updated 20, which number should Plecto include in the calculations? This is where the default date field comes in. Your data source might have multiple date fields. You can add the same formula to multiple widgets to get different KPIs – this applies to all formulas in Plecto! 🙌 Find more inspiration in our KPI library. This article will show you how to build formulas and add them to dashboard widgets to create the best overview of your CS performance. In Plecto, a Key Performance Indicator or KPI consists of formula + widget + time period.
Draw inspiration for your CS dashboard and use these KPIs to give everyone a real-time overview of their workload, progress, status, and more. We have gathered some of the most common KPIs measured by the Customer Service (CS) department.
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