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Customer Journey Mapping KPI Dashboard in Excel

Tracking customer experience is crucial for business success, and our Customer Journey Mapping KPI Dashboard in Excel simplifies this process. This ready-to-use, interactive template enables businesses to analyze customer touchpoints, measure key performance indicators (KPIs), and gain actionable insights to enhance customer satisfaction and business growth.

Key Features of the Customer Journey Mapping KPI Dashboard:

Home Sheet (Index Page):

Home Sheet
Home Sheet
  • A centralized navigation hub with 6 quick-access buttons to different dashboard sections.

Dashboard Sheet Tab (Main KPI Overview):

Customer Journey Mapping KPI Dashboard
Customer Journey Mapping KPI Dashboard
  • Dynamic drop-down to select the month (D3) and update all KPI data.
  • Displays MTD and YTD actuals, targets, and previous year (PY) data.
  • Conditional formatting with up/down arrows for quick performance insights.

KPI Trend Sheet Tab:

KPI Trend Sheet
KPI Trend Sheet
  • Select KPI from a drop-down (C3) for detailed performance analysis.
  • View KPI Group, Unit, Performance Type (Lower or Upper is Better), Formula, and Definition.
  • Trend charts for MTD and YTD Actual, Target, and PY data.

Actual Numbers Input Sheet:

  • Input actual KPI values for each month.
  • Change reference month (E1) to adjust reporting.

Target Sheet Tab:

  • Set target values for MTD and YTD performance tracking.

Previous Year Numbers Sheet Tab:

  • Stores historical KPI data for year-over-year comparison.

KPI Definition Sheet Tab:

  • Clearly defines each KPI with name, group, unit, formula, and definition for easy reference.

 

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PK
Meet PK, the founder of PK-AnExcelExpert.com! With over 15 years of experience in Data Visualization, Excel Automation, and dashboard creation. PK is a Microsoft Certified Professional who has a passion for all things in Excel. PK loves to explore new and innovative ways to use Excel and is always eager to share his knowledge with others. With an eye for detail and a commitment to excellence, PK has become a go-to expert in the world of Excel. Whether you're looking to create stunning visualizations or streamline your workflow with automation, PK has the skills and expertise to help you succeed. Join the many satisfied clients who have benefited from PK's services and see how he can take your Excel skills to the next level!
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