Limited options for creating personalized reports and dashboards
Difficulty in exporting and manipulating data for comprehensive analysis
Inability to merge Zoom data with alternative business systems or data sources
Inadequate analytics for Zoom meetings
Restricted visibility into trends over extended periods
Due to these limitations, organizations frequently find it challenging to transform their Zoom data into actionable month-end reports. As an accredited Zoom technology partner, Versich assists businesses in navigating these issues through our Zoom integration. This integration seamlessly exports Zoom data into an Azure SQL Server database, allowing connections to Power BI, Tableau, or any analytics software of your choice.
Versich also provides a complimentary Zoom analytics dashboard in Power BI, encompassing metrics for both phone calls and meeting performance. This article will thoroughly review the dashboard and discuss how to leverage the reported data for decision-making.
Zoom Phone Analytics Dashboard
The Zoom Phone Analytics dashboard evaluates various metrics, including call volume, answer rate, wait time, hold time, and average call duration. This dashboard empowers organizations to manage their inbound and outbound call activities while providing a consolidated view.
You will discover that this dashboard is most effective when you filter it to showcase either inbound or outbound calls alone.
Inbound Phone Call Analytics
Analyzing inbound call data is particularly significant for customer support teams or inbound sales personnel.
Our Zoom Phone Analytics dashboard swiftly reveals that not all incoming calls were answered. The accompanying bar chart illustrates the number of missed calls by hour, enabling call center managers to allocate additional staffing during peak times when unanswered calls are most frequent.
The table below indicates the call answer rate per agent. If particular agents are missing many calls, you may opt to redirect some of their calls to others. This table also shows the total wait time for callers before each agent answers. This insight allows for discussions with agents aimed at reducing wait times, ultimately enhancing the overall answer rate.
An essential objective for call centers is to minimize customer hold times. The middle bar chart displays the average hold time across different hours of the day. Hovering over any bar provides a tooltip with an extensive breakdown of hold times for each call.
Outbound Phone Call Analytics
Focusing on the outbound calls within the Zoom Phone Analytics dashboard primarily aids in assessing outbound sales team performance.
With this dashboard, management can quickly ascertain whether each agent meets their call targets. The call answer rate also offers significant knowledge regarding the quality of leads the sales team is contacting.
The bar chart illustrating answered versus unanswered calls by hour highlights the best opportunities for reaching leads. Similarly, the chart analyzing wait times by hour identifies periods when sales representatives experience the shortest wait times before their calls are answered. In this example, the prime calling window is between 12:00 PM and 3:00 PM, showcasing the highest answer rates and the lowest wait times.
The table below categorizes call volume by each sales representative, which includes their answer rate and average call length. This information allows you to evaluate how effectively each representative engages leads and maintains meaningful conversations.
Zoom Meeting Analytics Dashboard
The Zoom Meetings Dashboard monitors aspects such as the number of meetings held, average duration, and cumulative team hours spent in meetings. Its primary goal is to help you assess the time your team dedicates to meetings, identify their necessity, and reduce them where feasible.
The trend chart at the top displays daily meeting counts alongside total meeting hours. By clicking on any bar, you can filter the relevant table on the right to reveal specific meetings held on that day.
Bar charts are provided to break down meetings by host and department, making it possible to identify which teams invest the most time in meetings. The table on the right can also be switched to a calendar format, displaying each meeting by hour, with arrows at the top to navigate between dates.
Overall, the Zoom Meetings Analytics Dashboard contributes to measuring team productivity, collaboration habits, and meeting effectiveness. These valuable insights can assist in optimizing meeting schedules, pinpointing opportunities for process improvements, and ensuring that Zoom is employed efficiently throughout your organization.
Zoom Webinar Analytics Dashboard
The Zoom Webinar Analytics Dashboard tracks the flow from webinar registrations to actual attendance. It serves as an important tool for marketing teams tasked with attracting potential customers to webinars.
This particular dashboard isn't included in our standard reporting packages; it’s a custom solution developed for a client, integrating data from Zoom, Facebook Ads, and Google Ads.
The central funnel chart illustrates the conversion process from registrations to attendees. Filters at the top make it possible to categorize the funnel by webinar name, marketing initiative, or registrant country.
If you would like to create a similar dashboard for your organization, you can consult with our Power BI specialists who can assist in the process.
The second portion of the dashboard further segregates webinar registrations and attendance based on specialty. As these webinars were specifically tailored for medical professionals across various fields, this section allows you to monitor which specialties registered and which actually attended.
How To Install Our Zoom Analytics Dashboards
Versich offers a straightforward and reliable solution for connecting Zoom with Power BI, establishing a connector that extracts Zoom data to an Azure SQL Server database. This database can then be integrated with Power BI, Tableau, Excel, or any other analytics platform you prefer.
Step 1 - Login From
Access the connector login page, complete your registration, and log in.
Step 2 - Subscription Installation
After logging in, go to the Zoom window and click the Install tab. A 14-day free trial will be available, letting you fully assess the product’s capabilities.
Step 3 - Database Installation
Next, select the database you intend to utilize. You can opt for the Versich database for data extraction or choose your own. Click Install to continue. The system will begin creating the database. Once the setup window is fully loaded, your database will be ready to hold your data.
Step 4 - Database Connection to ClickUp
After creating the database, click on “Connect to Zoom.”
Step 5 - Access Data
To gain access to data, click on ‘Send database connection string’ to receive an email.
Step 6 - Connect SQL to Power BI
Finally, click on import from SQL Server to retrieve tables and visualize the data in Power BI.
Conclusion
While Zoom's native reports provide a basic overview, Zoom analytics dashboards in Power BI deliver a significantly clearer and deeper perspective on all call and meeting activities. Properly configuring these tools can help mitigate missed calls, decrease wait and hold durations, optimize staff allocation, and minimize unnecessary meetings that can hinder your team's productivity. By streamlining your data analysis, you can concentrate on formulating intelligent questions and acting on insights that foster your business's growth.
