How to create an Excel Customer Service Dashboard - Free Dashboard Template

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How to create an Excel Customer Service Dashboard - Free Dashboard Template

In this video, I'll show you how to create an Excel Customer Service Dashboard using Key Performance Indicators.

Chapters:

0:00 - Intro
0:19 - Customer Service Dashboard: How to analyze call records
0:40 - Dashboard structure
1:06 - How to use the dashboard?
1:20 - Setup KPIs
1:55 - Linked pictures method

We have a large call records database on the data sheet that uses more than 8000 records. Our goal is to analyze the database and create a dashboard that uses KPIs, like the percentage of resolved calls and customer satisfaction. We need powerful comparison options between two categories. Therefore, we will measure the overall performance using different variables like locations, products, agents, and customers.

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