How an IT Manager Turned the Zoom Workplace Dashboard into a Strategic Tool

[aileenfelix]

Hello, Zoom Community! As a CSM, my goal is to help my clients get maximum value. So, when I hear a great success story, I have to share it!

I recently sat down with an IT Manager, for our Business Review. She's always under pressure to manage costs while keeping every employee productive. She told me the Zoom Workplace Dashboard has become her "new best friend."

She realized the Dashboard is more than a reporting tool, but it’s a living, breathing map of her company’s collaboration habits that turns chaos into clear, actionable steps.

She shared that the Dashboard’s true value is its ability to instantly answer the tough, strategic questions leadership always asks:

"Are we getting our money's worth?" The IT Admin can now instantly see the Adoption Rates for every product (Meetings, Phone, Team Chat, Whiteboard, Docs). If a specific team isn't using a feature they're licensed for, she knows exactly where to step in with targeted training before the renewal date hits.

"What’s actually breaking?" Instead of waiting for a flood of support tickets, she uses the System Health section to proactively spot network performance dips, identify problem conference rooms, or see if a specific geographic area is experiencing quality issues. She said it lets her be the hero who fixes a problem before anyone even complains!

"Is our investment in AI paying off?" She tracks usage of AI Companion features like meeting summaries and smart tasks. This data allows her to directly demonstrate the value of the latest innovation back to her leadership team.

Here’s the story that sealed the deal for me. A perfect example of strategic resource management:

She was challenged by their leadership to find ways to maximize their total investment across the entire Zoom portfolio. She needed to ensure every dollar spent was driving growth and productivity.

She drilled into the Zoom Phone Usage metrics on the Dashboard and identified 36 licenses with zero usage (no calls or texts) in the last 90 days. These were valid licenses that had been provisioned for former seasonal staff or employees who had transitioned to non-phone roles. The Dashboard showed her the exact users and this gave her the data and the idea to reallocate those 36 unutilized Zoom Phone licenses. She converted some of it into Zoom Contact Center licenses for their busy Support team, who desperately needed the upgrade, and used the remaining value to invest in Zoom Rooms hardware for a new executive meeting space. She didn't just cut costs, she maximized her budget’s impact by ensuring every license was actively driving business value where it was needed most. She went from being asked to "manage expenses" to being praised for "optimizing organizational resources" across the entire Workplace ecosystem.

This is the power of the Zoom Workplace Dashboard! It empowers our admins to stop guessing, stop chasing technical ghosts, and start being the strategic voice of the technology.

If you have Admin access, what's the first hidden insight you're going to uncover in your Workplace Dashboard? Kindly share your stories below! We'd love to hear it. 💙

Additional References:

Using the Zoom Workplace Dashboard

Viewing the Workspace Dashboard

Getting Started Using the Zoom Dashboard

Understanding Dashboard Statistics and Graphs

[iambobsat]

This is amazing, Aileen! It’s always a privilege to share and educate our customers about the potential benefits Zoom can offer them.

[crissyd]

This admin is a Zoom Champion! Nice to know that more admins are leveraging the Dashboard, now with Workplace Adoption data.