How to build Zendesk support dashboards in Metabase
Zendesk is where your team handles customer tickets across email, chat, and the web. Metabase is where you turn that activity into shared, trustworthy dashboards. This guide covers two complementary paths: a lightweight MCP + CLI route that pulls live data with a Zendesk MCP server and loads a CSV into Metabase with the Metabase CLI for quick analysis, and a durable pipeline route that syncs Zendesk into a database so you can build dashboards anyone can read.
How do you connect Zendesk to Metabase?
Most teams combine both routes: use the Zendesk MCP server and Metabase CLI route to pull live data and stand up a quick analysis, and the pipeline route for the dashboards people depend on.
Live data in, quick analysis out
Pair a Zendesk MCP server (to read live tickets, comments, and satisfaction ratings) with the Metabase CLI, whose upload command loads a CSV into Metabase as a ready-to-query table and model.
- Ad-hoc questions like "which tickets breached SLA today?"
- Loading a Zendesk CSV export into Metabase in seconds
- Spot-checks and one-off analyses without a warehouse
- Great for exploration, not governed reporting
- Zendesk's official MCP is still early access — community servers fill the gap; scope the API token read-only
- CSV uploads are snapshots — refresh or move to the pipeline for history
Durable dashboards with history
Sync Zendesk into a database or warehouse with Airbyte, Fivetran, or the REST API, then point Metabase at it.
- CSAT, SLA, and volume dashboards the whole team relies on
- Trends over quarters and year-over-year comparisons
- Joining support data with product, billing, or CRM data
- Requires a destination database and a sync to maintain
- You own the data model and refresh schedule
- Capture ticket audits if you want accurate time-in-status
What can you analyze from Zendesk data in Metabase?
- Ticket volume — created vs. solved by day, channel, and group
- First-response time — how long customers wait for a first reply
- Resolution time — created to solved, with median and p90
- SLA attainment — share of tickets meeting policy targets
- Backlog and aging — open work and how long it's been waiting
- CSAT — satisfaction ratings and response rate over time
- Reopen rate — solved tickets reopened (needs ticket audits)
- Agent and group load — workload distribution and handle time
Which Zendesk dashboards should you build in Metabase?
Support overview
The daily pulse of volume and responsiveness.
- Tickets created vs. solved per day (dual line)
- Median first reply time (number + trend)
- Median full resolution time (number + trend)
- Open backlog by status (bar)
SLA & response time
Are we keeping our promises to customers?
- SLA attainment % by policy (number)
- Breached tickets by reason (table)
- Reply time distribution / p50–p90 (histogram)
- Aging open tickets by days-open bucket (table)
CSAT & quality
Track satisfaction and rework, not just speed.
- CSAT % by week (line)
- Rating response rate (number)
- Reopen rate (needs audits) (number + trend)
- Bad ratings by tag/topic (bar)
Agent & team performance
Balance workload and spot coaching opportunities.
- Solved tickets by agent (bar)
- Median handle time by group (bar)
- Open assigned tickets by agent (table)
- Volume by channel (email, chat, web) (bar)
How do you use the Zendesk MCP server with the Metabase CLI?
Pair a Zendesk MCP server with the Metabase CLI for fast, hands-on analysis. A Zendesk MCP server reads live tickets, comments, and satisfaction ratings; the Metabase CLI's upload command loads a CSV into Metabase and creates a ready-to-query table and model. For analysis, scope the Zendesk API token to read-only.
Example workflow
- Ask the Zendesk MCP which tickets breached SLA today, summarized by group.
- Export the tickets, ticket metrics, and satisfaction ratings you want to keep as CSVs.
- Run
mb upload csvto load them into Metabase as tables and models, then build questions and dashboards on top.
Be honest about the limits
- The Zendesk MCP is great for live lookups — not for scheduled or audited reporting.
- A CSV upload is a point-in-time snapshot; reopen-rate and time-in-status analysis still needs a warehouse sync, or refresh with
mb upload replace. - Zendesk's official MCP server is still in early access — community servers fill the gap today; scope the API token to read-only.
mb upload csvneeds an uploads database configured under Admin → Settings → Uploads.
How do you set up the Zendesk MCP server and the Metabase CLI?
Zendesk MCP community
- Example
@fruggr/zendesk-mcp-server(npm)- Transport
- stdio (local) or Streamable HTTP (remote)
- Auth
- API token or OAuth, scoped to the Zendesk account
- Note
- An official Zendesk server is in early access.
Metabase CLIofficial
- Install
npm install -g @metabase/cli- Auth
mb auth login(browser OAuth on v62+, or an API key)- Load data
mb upload csv --file data.csv- Requires
- An uploads database (Admin → Settings → Uploads)
{
"mcpServers": {
"zendesk": {
"command": "npx",
"args": ["-y", "@fruggr/zendesk-mcp-server"],
"env": {
"ZENDESK_SUBDOMAIN": "your-company",
"ZENDESK_EMAIL": "you@example.com",
"ZENDESK_API_TOKEN": "your-api-token"
}
}
}
}Example using a community Zendesk server. Swap in the official Zendesk server once it's available in your account, and scope the API token to read-only for analysis work.
# Install the Metabase CLI
npm install -g @metabase/cli
# Log in (opens your browser; requires Metabase v62+)
mb auth login --url https://your-metabase.example.com
# Load a Zendesk CSV export — creates a table AND a model
mb upload csv --file zendesk-tickets.csv --collection root
# Refresh that same table later from a new export
mb upload replace <table-id> --file zendesk-tickets.csvThe Metabase CLI stores its credentials securely after mb auth login.
Can you generate a Zendesk dashboard with AI?
Yes. Use the prompt below with any assistant that can run a Zendesk MCP server and the Metabase CLI. It works end to end: if Zendesk tables already exist in Metabase it analyzes those; otherwise it pulls the data over the Zendesk MCP, loads it with mb upload csv, then builds the dashboard — using medians for reply times and skipping cards it has no data for.
Create a polished Metabase dashboard for Zendesk support analytics.
Work end to end: get the data into Metabase if it isn't there yet, then build.
Goal: Help support leaders understand volume, responsiveness, SLA attainment,
CSAT, and agent workload from Zendesk data.
Step 1 — Find or load the data:
- First, check what already exists in Metabase (search for Zendesk tables and
models). If durable Zendesk data is already present — synced from a warehouse
or uploaded earlier — use it and skip to Step 2.
- If nothing is there, pull it with the Zendesk MCP server using a read-only API
token: tickets, ticket comments, ticket metrics, users, and satisfaction
ratings. Write each result to a CSV, then load it with the Metabase CLI — run
"mb upload csv --file <export>.csv" so each upload creates a table and a
ready-to-query model. Use "mb upload replace <table-id> --file <export>.csv" to
refresh an existing table instead of creating duplicates.
Step 2 — Inspect before querying:
Do not assume exact table names. Map the available raw tables into these
analytical concepts where possible: Tickets, Ticket comments/audits, Ticket
metrics, Users (agents and end users), Organizations, Groups, Tags, Satisfaction
ratings, and SLA policies. Inspect the actual tables and column names first.
Important:
- Build on whatever data is present; don't claim Metabase connects natively to
Zendesk — it reads a database or CLI-uploaded tables.
- Use medians (p50) and p90 for reply and resolution times, never averages.
- Define "first reply" as the first public agent comment, excluding automated
messages and internal notes.
- If ticket audit/status history is missing, do not calculate reopen rate or
time-in-status. Use a caveat instead.
- Only build a card if its underlying column/metric exists in the data.
- A single CSV is a point-in-time snapshot: reopen rate and time-in-status need
history, so build trend cards only if a warehouse sync or multiple uploads
provide it.
Dashboard title: Zendesk Support Overview
Sections:
1. Executive summary (KPI cards): Tickets created last 7 days; Tickets solved
last 7 days; Open backlog; Median first reply time; Median full resolution
time; CSAT % (only if satisfaction ratings exist).
2. Volume & backlog: Created vs solved by day; Open tickets by status; Backlog
aging by days-open bucket; Volume by channel.
3. SLA & response time: SLA attainment by policy (only if SLA fields exist);
Breached tickets by reason; Reply time p50/p90 by week.
4. CSAT & quality: CSAT by week; Rating response rate; Bad ratings by tag;
Reopen rate (only if audits exist).
5. Agent & team: Solved by agent; Median handle time by group; Open assigned by
agent; Volume by group.
Filters: Group, Assignee, Channel, Tag, Priority, Status, Date range.
Reuse the models Metabase auto-created from uploaded CSVs, or (for a warehouse)
create reusable models: modeled_zendesk_tickets, modeled_zendesk_comments,
modeled_zendesk_users, modeled_zendesk_organizations,
modeled_zendesk_satisfaction, and modeled_zendesk_sla (only if SLA data exists).
Output: Build the dashboard if you have permission; otherwise provide the exact
questions, SQL, model definitions, and layout. Include caveats for any metric
that cannot be calculated from the available data. Keep it practical, dense,
and executive-readable. Avoid vanity metrics.How do you build the Zendesk → Metabase pipeline?
For dashboards that need history and reliability, land Zendesk data in a database first, then connect Metabase to that database.
Connector options
- dlt (free, code) — write a Python pipeline against the Zendesk REST API for full control of streams and schema. The lightest path to a maintainable, no-vendor sync.
- Zendesk REST API (free, raw) — the source of truth; use Incremental Exports to capture ticket and audit history.
- Airbyte — has a Zendesk Support source covering tickets, comments, users, organizations, satisfaction ratings, and more. Free if you self-host the open-source version; paid on Airbyte Cloud.
- Fivetran (paid, managed) — offers a Zendesk Support connector with a maintained schema and incremental syncs.
Notes
- Land raw tables first, then build clean models on top.
- Sync the
ticket_metricsobject — it carries pre-computed reply and resolution durations. - Capture ticket audits/events if you want accurate reopen rate and time-in-status; snapshots lose transitions.
How should you model Zendesk data in Metabase?
Core tables
| Table | Grain | Key columns |
|---|---|---|
tickets | one row per ticket | id, status, priority, channel, group_id, assignee_id, requester_id, organization_id, created_at, solved_at |
ticket_metrics | one row per ticket | ticket_id, reply_time_in_minutes, first_resolution_time_in_minutes, full_resolution_time_in_minutes, reopens, replies |
ticket_comments | one row per comment | ticket_id, author_id, public, created_at |
users | one row per user | id, role (agent/end-user), name, organization_id |
satisfaction_ratings | one row per rating | ticket_id, score (good/bad), created_at |
Modeling advice
- Normalize
statusinto a small set (new/open/pending/solved/closed) so charts stay stable. - Prefer
ticket_metricsfor durations rather than recomputing from comments — Zendesk already accounts for business hours and pending time. - Filter
ticket_commentstopublic = trueand exclude automated authors to define "first reply." - Treat tags as a bridge table so a ticket can carry many tags.
- Define "solved" once and reuse it everywhere to avoid metric drift.
Which Zendesk metrics should you track in Metabase?
| Metric | Definition | Notes |
|---|---|---|
| First reply time | reply_time_in_minutes from ticket_metrics. | Report median and p90; averages are skewed by outliers. |
| Full resolution time | full_resolution_time_in_minutes from ticket_metrics. | Decide whether to include pending/on-hold time. |
| Ticket volume | Created vs. solved in a period. | The basic load signal; segment by channel and group. |
| Backlog | Open/unsolved tickets right now. | Pair with aging buckets. |
| SLA attainment | Share of tickets meeting policy targets. | Needs SLA policy fields or modeled targets. |
| CSAT | Good ratings ÷ rated tickets. | Watch the response rate too. |
| Reopen rate | reopens > 0 ÷ solved tickets. | Uses ticket_metrics reopens; a quality signal. |
What SQL powers Zendesk dashboards in Metabase?
These assume the modeled tables above (PostgreSQL dialect). Adjust identifiers to match your warehouse.
The basic volume trend over the last 30 days.
SELECT
date_trunc('day', t.created_at) AS day,
COUNT(*) AS created,
COUNT(*) FILTER (WHERE t.status IN ('solved', 'closed')) AS solved
FROM tickets t
WHERE t.created_at >= CURRENT_DATE - INTERVAL '30 days'
GROUP BY 1
ORDER BY 1;Median and p90 from the pre-computed ticket_metrics durations.
SELECT
date_trunc('week', t.created_at) AS week,
percentile_cont(0.5) WITHIN GROUP (
ORDER BY m.reply_time_in_minutes
) AS median_first_reply_min,
percentile_cont(0.9) WITHIN GROUP (
ORDER BY m.reply_time_in_minutes
) AS p90_first_reply_min
FROM tickets t
JOIN ticket_metrics m ON m.ticket_id = t.id
WHERE m.reply_time_in_minutes IS NOT NULL
GROUP BY 1
ORDER BY 1;Good ratings as a share of rated tickets.
SELECT
date_trunc('week', s.created_at) AS week,
COUNT(*) FILTER (WHERE s.score = 'good') AS good,
COUNT(*) FILTER (WHERE s.score IN ('good', 'bad')) AS rated,
ROUND(
100.0 * COUNT(*) FILTER (WHERE s.score = 'good')
/ NULLIF(COUNT(*) FILTER (WHERE s.score IN ('good', 'bad')), 0),
1
) AS csat_pct
FROM satisfaction_ratings s
GROUP BY 1
ORDER BY 1;Open tickets bucketed by how long they've been waiting.
SELECT
CASE
WHEN CURRENT_DATE - t.created_at::date <= 1 THEN '0-1 days'
WHEN CURRENT_DATE - t.created_at::date <= 3 THEN '2-3 days'
WHEN CURRENT_DATE - t.created_at::date <= 7 THEN '4-7 days'
ELSE '8+ days'
END AS age_bucket,
COUNT(*) AS open_tickets
FROM tickets t
WHERE t.status NOT IN ('solved', 'closed')
GROUP BY 1
ORDER BY MIN(CURRENT_DATE - t.created_at::date);What are common mistakes when analyzing Zendesk in Metabase?
ticket_metrics — Zendesk already accounts for business hours and pending time.ticket_metrics reopens field or the audit history.