Danni Simon — Data Analyst Portfolio
Data Analyst Portfolio
Danni Simon
Support Operations & Trust · beehiiv · 24 dashboards
Support analytics Ada / chatbot Fraud detection Publication troubleshooting Automations Ad network Zendesk
24
dashboards
Jan '25
first dashboard
4
domain areas
3
embedded / public
Customer Support Targets 2026
Team and per-agent performance tracking against 2026 support quality targets
4 tabs Zendesk Mar 2026
Tabs
Team · Plan · Ticket Tags · Table
Audience
Support managers, CS leads
What she built

A multi-tab performance dashboard covering touch efficiency (% 1-touch, 2-touch, 3-touch, multi-touch), P90 replies per resolution, per-agent public comment ratios, CSAT, and average resolution calendar hours — all broken down by team and plan. The plan and ticket tag tabs let managers understand support load by customer tier and issue type.

Key questions
  • P90 public comments per resolution (team + per-agent)
  • % 1/2/3/multi-touch ticket distribution
  • CSAT and avg resolution hours as headline scalars
  • Ratio of public comments per resolution — efficiency benchmark
Requester Ticket Time
Analysis of how long customers wait for resolution across ticket types
Zendesk Nov 2025
What she built

A dashboard focused on the customer-side experience of support — specifically how long requesters wait from ticket creation to resolution, broken down to identify bottlenecks by ticket type, plan, or agent group.

Birdie Ticket Reporting
Support ticket reporting for the Birdie integration / product area
Product-specific Feb 2026
What she built

Ticket volume and trend reporting scoped to the Birdie product area, enabling the support team to track issue patterns, volume spikes, and resolution quality for a specific feature set.

Ada Conversation Dashboard
Full-featured analytics for beehiiv's Ada AI support bot — resolution rates, containment, unresolved topics, and conversation transcripts
4 tabs Ada / Zendesk Oct 2025
Tabs
Overview · Unresolved · Bot Handle Time · 2025 Insights
Audience
Support ops, CS leadership
What she built

A comprehensive view of Ada's performance: automated resolution rates (current week and current month vs prior), containment rate, unresolved topic trends over time, top publications starting conversations, and full conversation transcripts for QA. The 2025 Unresolved Insights tab isolates topics Ada consistently fails to resolve — the key input for bot training improvements.

Key questions
  • Automated resolution rate — current week, current month, previous month
  • Containment rate (conversations that never escalated to human)
  • Unresolved topics trend line for bot training prioritization
  • Top publications by conversation volume (F30D)
  • Full Ada conversation transcripts for QA review
Ada Metrics Dashboard
Automated resolution classification tracking across all time periods — current week, current month, previous week, previous month, and all time
Ada Sep 2025
What she built

A structured metrics view with 5 parallel questions covering the same resolution classification breakdown across every meaningful time window — current week, previous week, current month, previous month, and all time — enabling easy period-over-period comparison of Ada's automated resolution performance.

A look at Conversation
Overview of conversation data distributed across time, place, and categories
Oct 2025
What she built

An exploratory overview of conversation data — how support conversations are distributed across time periods, geographic regions, and topic categories. Likely the foundational analysis that informed the more targeted Ada dashboards built afterward.

Suspicious Subscriber Detection
Global fraud radar and per-publication drilldown that profiles suspicious subscribers across the network and calculates publisher earnings adjustments
2 tabs Trust & Safety Mar 2026
Tabs
Global Radar · Publication Drilldown
Output
Earnings adjustment calculation
What she built

A two-tab fraud detection dashboard: the Global Radar surfaces the top 100 suspicious subscribers across the entire beehiiv network, while the Publication Drilldown lets investigators scope to a specific pub to see suspicious subscriber profiles, their cross-network behavior (which other publications they appear in), and a calculated earnings adjustment for boost payouts. This feeds directly into trust enforcement and publisher payout corrections.

Key questions
  • Global Radar Top 100 — network-wide suspicious subscriber ranking
  • Suspicious subscribers per publication — filtered drilldown
  • Cross-publication subscriber profile — shows if a sub appears across multiple pubs
  • Earnings Adjustment — calculated payout correction for affected publishers
General Publication Troubleshooting
The go-to CS diagnostic tool — 12-tab deep-dive covering every dimension of a publication's health
12 tabs Verified Embedded May 2025
Tabs
Overview · Workspace · Subscribers · Sub Data · Email Sends · Posts · Paid Subs · Ad Network · Automations · Segments · Surveys & Polls · Boosts
Status
Verified + Embedded (public)
What she built

The most comprehensive troubleshooting dashboard in Danni's portfolio — a verified, embedded reference tool used by CS and support teams to diagnose any publication issue. The Overview tab surfaces pub details, settings, domain configurations, current subscriber breakdown by status, and a cohort subscriber chart. Subsequent tabs cover every operational dimension: email send history, post performance, paid subscription state, ad network activity, automation journeys, segments, and boosts.

Key questions (overview tab)
  • Publication details, settings, and address configuration objects
  • Root domain details and DNS configuration
  • Current subscribers by status (pie)
  • Cohort subscriber chart — status by signup date within a date range
Automations Troubleshooting
6-tab deep-dive for diagnosing automation and journey issues across triggers, steps, journeys, and stuck states
6 tabs Apr 2025
Tabs
Automations · Triggers · Steps · Journeys · Journey Steps · Stuck Journeys
Audience
CS, Support, Engineering
What she built

A structured troubleshooting tool covering every layer of the automations system — from in-app automation lists and deleted automations to current journey and step status distributions, journeys started over time, and a dedicated Stuck Journeys tab for identifying subscribers caught in broken automation flows.

Key questions
  • In-App Automations and Deleted Automations tables
  • Current Journey Status and Journey Step Status distributions (row charts)
  • Automation Journeys Started over time (line)
  • Stuck Journeys tab — dedicated view for broken/blocked journey diagnosis
Stuck Automation Journey Report
Dedicated monitoring for automation journeys that have stopped progressing
Ops health Jan 2026
What she built

A standalone report surfacing automation journeys that are stuck — subscribers who entered an automation flow but haven't progressed to the next step within an expected timeframe. Used by CS and engineering to proactively identify and resolve broken automation states before customers file tickets.

Subscriber Lookup & Publication Lookup
Embedded lookup tools for CS to instantly pull subscriber or publication records by ID
Embedded Nov 2024 – Jan 2025
What she built

Two embedded lookup dashboards (Subscriber Lookup and Publication Lookup) used by the CS team to quickly pull up a subscriber or publication record without needing direct database access. Both are embedded publicly, making them accessible directly within CS tooling outside of Metabase.

Feature Activity
Publication-level feature usage activity for CS context during support interactions
Sep 2025
What she built

A dashboard showing which features a publication has actively used — giving CS context on what a customer has enabled and engaged with before or during a support interaction.

Ad Network Direct Sponsorship Publication Search
Filterable publication search for ad sales — finds eligible pubs by tags, name, or ID meeting minimum criteria
Ad network Sep 2025
Eligibility criteria
50+ active subs · 1+ post/30d · paid plan
Filters
Tags, pub name, pub ID
What she built

A parameterized publication search tool for the ad sales team, returning eligible publications filtered by tags, pub name, or pub ID — with minimum eligibility guardrails baked in (50+ active subscribers, at least one post sent in the last 30 days, paid plan). Also includes a tag reference table so sales reps can browse available targeting categories.

Cancelled Ads 2025 & Cancelled Ad Opportunities 2025
Two complementary dashboards tracking cancelled ad campaigns and opportunities for 2025
Ad network Dec 2025
What she built

A paired set of dashboards — one tracking cancelled ad campaigns, one tracking cancelled ad opportunities — giving the ad network team visibility into lost revenue and campaign churn across 2025. The Cancelled Ad Opportunities dashboard is also embedded publicly for use in ad ops tooling.

Ad Opps Scheduled After Campaign Window
Identifies ad opportunities scheduled outside their campaign's valid window
Ad ops Jan 2026
What she built

A data quality / ops dashboard flagging ad opportunities that were scheduled after their parent campaign's end date — catching scheduling errors that would result in ads running outside contracted windows or revenue recognition issues.

Cherryl's Migration Dashboard
One-off migration tracking for moving Crypto is Easy subscribers to Milk Road
Ad hoc Sep 2025
What she built

A purpose-built dashboard to track a specific enterprise subscriber migration from the Crypto is Easy publication to Milk Road — monitoring migration progress, subscriber state, and ensuring completeness for a high-profile customer migration.

Zendesk Ticket Investigations (zd174372, zd175948)
Two bespoke investigation dashboards built for specific high-priority support escalations
Incident response May – Jun 2026
What she built

Two one-off investigation dashboards tied to specific Zendesk tickets: zd174372 (Welcome Email Send Delay) analyzing delays in welcome email delivery, and zd175948 (Smerconish.com / Comcast Throttling) investigating email delivery issues caused by ISP throttling for a named publisher. These demonstrate the ability to rapidly build targeted diagnostic tools in response to live customer escalations.

Onboarding Sessions
Tracking dashboard for customer onboarding session activity and progress
Customer success Apr 2026 Active
What she built

A dashboard tracking onboarding session volume, status, and outcomes — most recently updated June 2026, indicating it's an actively maintained operational tool for the CS team to monitor the onboarding program.

Publication Leaderboard
Ranked view of publications by key performance metrics
May 2025
What she built

A leaderboard-style dashboard ranking publications across the beehiiv network by performance metrics — useful for CS context, sales outreach prioritization, or identifying high-value publishers for white-glove engagement.

Danni Simon · beehiiv · Generated June 2026