Build a custom Freshservice dashboard to track all IT and non-IT needs and their completion status.
Integrating Bold BI with your Freshservice allows you to build a holistic view of your company’s IT and other business functions.
Freshservice is a refreshing business software, available in the cloud as an ITSM platform that is easy to configure. Combining KPIs from relevant data sources like JIRA, QuickBooks, and Google Calendar allows you to build integrated Bold BI dashboards to track KPIs like YOY spending for new and existing assets, agent and team performance, insights and forecasts about expiration and spending. The right metrics shared with the correct stakeholders allows you to make proper decisions for your evidence-based business.
You can set up dashboards in large-screen displays like TV in your workplace. This motivates your team to track their goals set at a glance and work better.
Automatically updating dashboards and scheduled data extraction help you invest work into building a dashboard once and then get the benefit of a better tracking experience thereafter.
To connect your Freshservice account with Bold BI and create dashboards, you must have Freshservice credentials, the domain URL of your Freshservice instance.
1. Go to https://app.boldbi.com, and begin your 15-day free trial.
2. Choose Freshservice data source from the list of connectors in Bold BI
3. Enter the Freshservice REST API endpoint and credentials.
4. Click connect. Now, you can create dashboards for your Freshservice data. You can also combine KPIs from relevant data sources like Freshbooks and JIRA to create integrated dashboards.
For more information about how to connect to Freshservice, please see https://help.syncfusion.com/bold-bi/data-connectivity/freshservice