Zendesk

Analyze support operations, ticket resolution, and customer service quality





Connect Zendesk to Scoop to analyze your support operations, track ticket resolution patterns, and understand service quality across your customer base. Snapshot tickets to see exactly how they progress through your support workflow, measure response times, and identify areas for improvement.

What You Can Analyze

Analysis TypeQuestions Answered
VolumeHow many tickets are we handling? What are the trends?
Resolution TimeHow long does it take to resolve issues?
First ResponseAre we meeting SLA for initial response?
Agent PerformanceHow are individual agents performing?
Customer PatternsWhich customers need the most support?
Channel MixWhere are tickets coming from (email, chat, phone)?

Connecting Zendesk to Scoop

Option 1: Native Connector

  1. Create a new dataset in Scoop
  2. Select Zendesk from the application list
  3. Enter your Zendesk subdomain
  4. Authenticate with admin credentials
  5. Select objects to sync (tickets, users, organizations)

Option 2: Scheduled Email Reports

Configure Zendesk to email reports to Scoop:

  1. In Zendesk, create a report in Explore
  2. Schedule the report for email delivery
  3. Use your Scoop dataset email as recipient
  4. Set frequency (daily recommended for snapshot analysis)

Option 3: CSV Export

For one-time or ad-hoc analysis:

  1. Export tickets from Zendesk as CSV
  2. Upload to Scoop manually
  3. Process and analyze immediately

Recommended Data to Extract

Essential Fields

FieldAnalysis Use
Ticket IDUnique identifier for snapshotting
StatusTrack lifecycle (New → Open → Pending → Solved)
Created AtVolume trends and aging analysis
Solved AtResolution time calculation
PriorityUrgency distribution
AssigneeAgent workload analysis
RequesterCustomer pattern analysis

Valuable Additional Fields

FieldAnalysis Use
OrganizationCustomer-level analysis
TagsIssue categorization
ChannelSource analysis (email, chat, phone)
First Reply TimeSLA monitoring
Satisfaction RatingQuality measurement
GroupTeam-based analysis
Ticket FormRequest type segmentation

Setting Up Snapshot Analysis

For powerful process analysis, configure your Zendesk dataset as a Snapshot type:

Recommended Filter

Include tickets that are either open or recently resolved:

status:open OR status:pending OR status:new OR solved>2days

This captures:

  • All currently active tickets
  • Recently solved tickets (to record final state change)

Key Metrics Enabled

With snapshotting, you can analyze:

MetricWhat It Shows
Status conversion rates% of tickets reaching each status
Average time in statusDays spent in each stage
Resolution trendsTickets solved over time
Aging analysisTickets open too long
Escalation patternsHow tickets move through teams

See Snapshot Datasets for setup details.

Analysis Examples

Support Operations Dashboard

Track overall support health:

  • Tickets created vs. resolved
  • Average resolution time
  • Open ticket backlog
  • SLA compliance rates

Agent Performance

Understand individual and team performance:

  • Tickets handled per agent
  • Average resolution time by agent
  • First response time
  • Customer satisfaction scores

Customer Analysis

Identify support patterns by customer:

  • Tickets per organization
  • Most common issues by customer
  • High-touch vs. low-touch customers
  • Support cost by account

Channel Effectiveness

Compare support channels:

  • Volume by channel (email, chat, phone)
  • Resolution time by channel
  • Satisfaction by channel
  • Cost per interaction

Blending Zendesk with Other Data

Zendesk becomes even more powerful when combined with other sources:

Zendesk + CRM Data

Goal: Calculate cost to serve and identify high-maintenance customers

Zendesk FieldCRM FieldInsight
OrganizationAccount IDMatch tickets to accounts
Ticket countARRSupport cost ratio
Resolution timeCustomer tierSLA alignment

Zendesk + Product Usage

Goal: Correlate support needs with product adoption

  • Do power users need less support?
  • Which features generate the most tickets?
  • Is there correlation between usage and satisfaction?

Zendesk + Financial Data

Goal: Understand true cost of customer support

  • Cost per ticket resolved
  • Support cost as % of revenue
  • ROI on support improvements

Key Performance Indicators

Volume Metrics

KPIFormulaTarget Example
Tickets CreatedCount of new ticketsTrending down
Tickets SolvedCount of solved tickets> Created
BacklogOpen tickets< 100

Time Metrics

KPIFormulaTarget Example
First Response TimeCreated → First Reply< 1 hour
Resolution TimeCreated → Solved< 24 hours
Time in StatusEntry → ExitVaries by status

Quality Metrics

KPIFormulaTarget Example
CSATSatisfied / Total Rated> 90%
First Contact ResolutionSolved without handoff> 70%
Reopening RateReopened / Total Solved< 5%

Best Practices

Data Hygiene

  • Use consistent tagging for issue categories
  • Ensure organizations are properly linked to tickets
  • Maintain accurate assignee information

Snapshot Frequency

  • Daily for active support operations
  • Consider more frequent for high-volume environments

Field Selection

  • Include all fields needed for analysis
  • Add custom fields containing business context
  • Consider privacy when including customer data

Troubleshooting

Missing Tickets

  • Check your Zendesk filter includes all needed statuses
  • Verify API permissions allow ticket access
  • Confirm date range covers expected data

Duplicate Records

  • Ensure Ticket ID is recognized as unique identifier
  • Check for test vs. production data mixing

Status Changes Not Tracking

  • Confirm dataset type is "Snapshot"
  • Verify daily data loads are occurring
  • Check filter includes recently solved tickets

Organization Not Matching

  • Verify organization field is included in export
  • Check for naming inconsistencies between systems
  • Consider using organization ID for reliable matching

Related Topics