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Documentation Index

Fetch the complete documentation index at: https://docs.forepost.ai/llms.txt

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The Metrics view gives you a single-screen overview of your support function’s health. Six metric cards, arranged in a three-column grid, show your current values alongside trend sparklines and colour-coded delta badges. You can see immediately which metrics are on track, which need watching, and which are heading in the wrong direction — without opening a separate analytics tool.

The six metric cards

Each card shows a current value, a delta badge (the change since your previous data entry), and a 7-point sparkline chart. The cards are:
MetricWhat it measures
CSATCustomer satisfaction score, typically expressed as a percentage
Weekly volumeTotal tickets received in the current week
First responseMedian time to first agent response
AI deflectionPercentage of tickets resolved without human intervention
Open nowCurrent count of open tickets across your queue
Agent utilisationPercentage of agent capacity currently in use

How delta colour coding works

The colour of the delta badge on each card tells you whether the change is good, a moderate concern, or a problem — based on the direction that matters for that metric:
MetricGreen (good)Amber (watch)Red (act)
CSATDelta ≥ 0 (score holding or improving)Delta < 0 (score falling)
Weekly volumeDelta ≤ 10% (volume stable or slightly up)Delta moderately above 10%Delta significantly above 10%
First responseDelta ≤ 0 (time holding or improving)Delta > 0 (time increasing)
AI deflectionDelta ≥ 0 (deflection holding or improving)Delta < 0 (deflection falling)
Green always means the metric is moving in a direction that benefits your team or your customers. Red means the opposite. Amber is a signal to keep an eye on something before it becomes a problem.

Connected platform and data freshness

Below the metric cards, the Metrics view shows:
  • Connected platform — the support tool your workspace is linked to (Intercom, Zendesk, HubSpot, or Other).
  • Date data was entered — the last time your metrics were updated, so you always know how fresh the numbers are.
Stale metrics affect every AI feature in Forepost — the Daily Brief, Ask Forepost, the Board Pack, and the Headcount Calculator all reason from your metric data. If the date shown is more than a week old, update your metrics before relying on AI-generated outputs.

Updating your metrics

Metrics are not pulled automatically from your support platform — you enter them manually to give you control over what Forepost analyses. To update your numbers:
  1. Go to Settings → Update metrics (or follow the note at the bottom of the Metrics view: “Update your metrics anytime in Settings → Update metrics”).
  2. Enter your latest values for each metric.
  3. Save. The Metrics view and all AI features will immediately reflect the new data.
See Updating metrics for a step-by-step guide.
Update your metrics at the same time each week — for example, every Monday morning — so your AI outputs reflect a consistent reporting period and trends are meaningful.