“Knowledge Base Usage vs Ticket Reduction”
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Knowledge Base Usage vs Ticket Reduction

Analyzing 67,521 tickets to identify self-service deflection opportunities across 264 clients.

Built from: Autotask PSA
How this report was made
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Autotask PSA
Multiple data sources combined
2
Proxuma Power BI
Pre-built MSP semantic model, 50+ measures
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AI via MCP
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This Report
KPIs, breakdowns, trends, recommendations
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Knowledge Base Usage vs Ticket Reduction

Analyzing 67,521 tickets to identify self-service deflection opportunities across 264 clients.

The data covers the full scope of Autotask PSA records relevant to this analysis, broken down by the key dimensions your team needs for day-to-day decisions and client reporting.

Who should use this: Service desk managers, dispatch leads, and operations teams

How often: Daily for queue management, weekly for trend analysis, monthly for capacity planning

Time saved
Manual ticket analysis requires exporting data and building pivot tables. This report does it automatically.
Queue health
Stuck tickets, aging backlogs, and escalation patterns become visible at a glance.
Process improvement
Data-driven decisions about routing, staffing, and escalation rules.
Report categoryTicketing & Helpdesk
Data sourceAutotask PSA · Datto RMM · Datto Backup · Microsoft 365 · SmileBack · HubSpot · IT Glue
RefreshReal-time via Power BI
Generation timeUnder 15 minutes
AI requiredClaude, ChatGPT or Copilot
AudienceService desk managers, dispatch leads
Where to find this in Proxuma
Power BI › Ticketing › Knowledge Base Usage vs Ticket Reduction
What you can measure in this report
Executive Summary
Issue Type Analysis: KB Eligibility Scoring
Sub-Issue Type Breakdown: Article Targeting
Client-Level Deflection Potential
Ticket Category Distribution
Monthly Volume Trends
Analysis
What Should You Do With This Data?
Frequently Asked Questions
Total Tickets Analyzed
KB-Eligible Tickets
Potential Ticket Reduction
AI-Generated Power BI Report
Knowledge Base Usage vs Ticket Reduction

Analyzing 67,521 tickets to identify self-service deflection opportunities across 264 clients.

Demo Report: This report uses synthetic data to demonstrate AI-generated insights from Proxuma Power BI. The structure, DAX queries, and analysis reflect real MSP data patterns.
1.0 Executive Summary

Key metrics from the full ticket dataset, highlighting KB deflection potential.

Total Tickets Analyzed
67,521
First-day fix 29.6%
KB-Eligible Tickets
18.04h
Room for KB improvement
Potential Ticket Reduction
24.8%
At 30% deflection rate
First-Hour Fix Rate
17.4%
11,590 of 66,677 completed tickets
View DAX Query - Summary KPIs
EVALUATE ROW("Total", COUNTROWS('BI_Autotask_Tickets'), "FirstDayFix", CALCULATE(COUNTROWS('BI_Autotask_Tickets'), 'BI_Autotask_Tickets'[first_day_resolution]), "AvgResHrs", AVERAGE('BI_Autotask_Tickets'[resolution_duration_hours]))
2.0 Issue Type Analysis: KB Eligibility Scoring

Each issue type scored by first-hour fix rate and average resolution time. High first-hour fix rates indicate repeatable resolutions, making them strong candidates for KB articles.

Issue Type Tickets Avg Hours First-Hour Fix KB Eligible Est. Deflection
General practice doctor 15,835 1.8h 18.1% Yes 4,750
Community officer 11,757 1.8h 16.6% Yes 3,527
Therapist, speech and language 9,866 1.0h 22.1% Yes 2,959
Public librarian 6,117 0.6h 33.1% Yes 1,835
Financial risk analyst 4,662 2.0h 13.8% Yes 1,398
Radio broadcast assistant 1,663 1.8h 17.5% Yes 498
Land/geomatics surveyor 1,630 1.9h 16.5% Yes 489
Risk analyst 1,197 0.8h 33.0% Yes 359
Prison officer 1,113 1.7h 15.7% Yes 333
Chief Financial Officer 1,040 2.1h 12.0% Yes 312
Designer, ceramics/pottery 1,037 0.6h 41.0% Yes 311
Retail buyer 646 4.8h 6.5% No -
View DAX Query - Issue Type Breakdown with KB Scoring
EVALUATE
TOPN(12,
    ADDCOLUMNS(
        SUMMARIZE('BI_Autotask_Tickets',
            'BI_Autotask_Tickets'[issue_type_name]),
        "Tickets", CALCULATE(COUNTROWS('BI_Autotask_Tickets')),
        "AvgHours", CALCULATE(
            AVERAGE('BI_Autotask_Tickets'[estimated_hours])),
        "FirstHourFix", CALCULATE(COUNTROWS(
            FILTER('BI_Autotask_Tickets',
                'BI_Autotask_Tickets'[first_hour_fix] = 1)))
    ), [Tickets], DESC)
ORDER BY [Tickets] DESC
3.0 Sub-Issue Type Breakdown: Article Targeting

Granular view of the top sub-issue types by volume. Each row represents a potential KB article topic.

Sub-Issue Type Tickets Avg Hours First-Hour Fix Rate
Furniture conservator/restorer 4,318 1.9h 16.7%
Insurance claims handler 3,204 1.9h 15.9%
Teacher, secondary school 3,338 2.1h 12.9%
Scientist, biomedical 2,734 1.8h 16.8%
Surveyor, building control 2,523 1.0h 30.9%
Sport and exercise psychologist 2,448 1.5h 15.9%
Adult nurse 2,402 1.9h 15.8%
Educational psychologist 2,056 1.8h 16.5%
Chemist, analytical 1,746 1.2h 29.8%
View DAX Query - Sub-Issue Types with Fix Rates
EVALUATE
TOPN(10,
    ADDCOLUMNS(
        SUMMARIZE('BI_Autotask_Tickets',
            'BI_Autotask_Tickets'[sub_issue_type_name]),
        "Tickets", CALCULATE(COUNTROWS('BI_Autotask_Tickets')),
        "AvgHours", CALCULATE(
            AVERAGE('BI_Autotask_Tickets'[estimated_hours])),
        "FirstHourFix", CALCULATE(COUNTROWS(
            FILTER('BI_Autotask_Tickets',
                'BI_Autotask_Tickets'[first_hour_fix] = 1)))
    ), [Tickets], DESC)
ORDER BY [Tickets] DESC
4.0 Client-Level Deflection Potential

Top 10 clients by ticket volume with estimated KB deflection numbers. Clients with high volumes and high first-hour fix rates benefit most from self-service documentation.

Client Total Tickets Avg Hours First-Hour Fix Est. KB Deflection
Anderson & Partners 6,381 1.2h 30.1% 1,914
Brooks Technology 5,458 1.7h 72.4% 1,637
Carter Medical Group 5,290 1.9h 65.9% 1,587
Davis Financial 2,775 2.0h 40.7% 832
Edwards Manufacturing 2,376 1.4h 76.0% 712
Foster Legal 2,364 2.0h 93.5% 709
Grant Holdings 2,180 1.2h 32.9% 654
Harrison Corp 1,803 1.8h 31.8% 540
Irving Solutions 1,758 1.6h 50.5% 527
Jensen Media 1,728 1.7h 39.1% 518
5.0 Ticket Category Distribution

How tickets distribute across service categories. Concentration in a few categories means targeted KB investment yields outsized results.

Research scientist (life sciences)
27,955 (41.4%)
Product manager
16,578 (24.6%)
Airline pilot
13,316 (19.7%)
Oceanographer
3,113 (4.6%)
Naval architect
1,784 (2.6%)
Local government officer
1,710 (2.5%)
Accountant, chartered
1,357 (2.0%)
Physiological scientist
1,222 (1.8%)
6.0 Monthly Volume Trends

Month-by-month ticket volume for seasonal pattern detection. Spikes indicate periods where proactive KB articles would have the biggest deflection impact.

Jul 2024
288
Aug 2024
3,390
Sep 2024
2,867
Oct 2024
3,777
Nov 2024
3,407
Dec 2024
2,164
Jan 2025
3,128
Feb 2025
3,478
Mar 2025
3,766
Apr 2025
4,341
May 2025
3,639
Jun 2025
3,651
Jul 2025
6,613
Aug 2025
3,607
Sep 2025
4,563
Oct 2025
4,013
Nov 2025
4,562
Dec 2025
2,940
Jan 2026
3,327
7.0 Analysis

The data tells a clear story. Out of 67,521 tickets, roughly 82.8% fall into categories that are well-suited for knowledge base documentation. These are tickets with predictable resolution patterns: short average handle times, high first-hour fix rates, or both.

Applying a conservative 30% deflection rate (the industry average for well-maintained KB implementations) puts the potential ticket reduction at approximately 16,775 tickets. At an average of 9.0 estimated hours per ticket, that translates to significant capacity freed up for higher-value work.

The first-hour fix rate of 17.4% is particularly telling. Every ticket resolved within the first hour is a ticket where the technician already knew the answer. That knowledge is sitting in people's heads instead of in a searchable knowledge base. Moving it from tribal knowledge to documented procedures is the fastest path to ticket deflection.

Client-level analysis shows concentration: the top 10 clients generate a disproportionate share of total volume. Prioritizing KB articles for their most common issue types creates immediate, visible impact. Start with the three highest-volume clients and their top five issue types. That single action covers a meaningful percentage of deflectable tickets.

8.0 What Should You Do With This Data?

Ranked by estimated impact on ticket deflection.

1

Create KB articles for the top 5 issue types by volume

These five categories alone account for the majority of KB-eligible tickets. Write step-by-step resolution guides, link them in your client portal, and track whether users access them before submitting tickets.

2

Tag all first-hour-fix tickets with resolution steps

Your 17.4% first-hour fix rate means technicians already know these answers. Add a mandatory "resolution notes" field for first-hour tickets to build your KB content pipeline automatically.

3

Build client-specific FAQ pages for top 10 accounts

High-volume clients have repeating patterns. Create client-facing FAQ documents that address their top 10 ticket topics. Share them during QBRs as a self-service resource.

4

Set up KB usage tracking in IT Glue

You cannot measure deflection without tracking article views against ticket submissions. Enable article-level analytics, then compare monthly: are ticket volumes dropping for categories where KB articles exist?

5

Review this report monthly to measure progress

Re-run this analysis each month. Track whether KB-eligible ticket percentages decline as you publish articles. The goal: bring the 82.8% KB-eligible rate down by 5-10 percentage points per quarter.

9.0 Frequently Asked Questions
What makes a ticket KB-eligible?

A ticket is considered KB-eligible when it has a high first-hour fix rate (above 10%) or a low average resolution time (under 2 hours). Both signals indicate a repeatable, well-understood resolution that can be documented as a self-service article.

What deflection rate should we expect from a knowledge base?

Industry benchmarks for well-maintained IT knowledge bases range from 20% to 40% ticket deflection. This report uses a conservative 30% estimate. Your actual rate depends on article quality, client portal adoption, and how prominently you surface KB content.

How do we measure if KB articles are actually reducing tickets?

Track two metrics side by side: KB article views per category, and ticket volume per category. After publishing an article, you should see article views increase while ticket volume for that specific issue type decreases over 30-60 days.

Which clients should we prioritize for KB rollout?

Start with your highest-volume clients. The top 10 clients in this dataset generate a large share of total tickets. Creating client-specific FAQ pages for these accounts and sharing them during QBRs drives immediate self-service adoption.

Can this report connect directly to IT Glue article data?

Yes. If your IT Glue data flows into the same data warehouse (via Proxuma or direct API sync), this report can cross-reference actual KB article categories against ticket issue types. That turns estimates into measured deflection rates.

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