In a fast-paced business environment, understanding and improving customer engagement is crucial for fostering loyalty and driving growth. The Customer Engagement KPI Dashboard is a powerful Excel-based tool designed to help businesses track, measure, and analyze critical engagement metrics. With its intuitive interface and actionable insights, this dashboard enables businesses to make informed decisions and enhance their customer relationships effectively.
Key Features of the Customer Engagement KPI Dashboard
Home Sheet
- Acts as the main navigation hub with six interactive buttons for quick access to all relevant sheets.
- Provides a clean and intuitive layout for easy usability.
Dashboard Sheet Tab
- Centralized interface displaying all KPI metrics dynamically.
- Features a dropdown in range
D3for selecting months, automatically updating MTD and YTD metrics. - Highlights trends with conditional formatting, showcasing Target vs Actual and Previous Year (PY) vs Actual with up/down arrows.
KPI Trend Sheet Tab
- Enables detailed analysis of individual KPIs over time.
- Dropdown in range
C3for selecting specific KPIs to view their Group, Unit, Type, Formula, and Definition.
Actual Numbers Sheet Tab
- Dynamic input fields for entering MTD and YTD actual numbers.
- Allows flexible month management by setting the first month of the year in range
- Simplifies the process of defining MTD and YTD targets for specific KPIs.
Previous Year Numbers Sheet Tab
- Stores historical KPI data for comprehensive year-over-year performance comparisons.
KPI Definition Sheet Tab
- Contains detailed fields for KPI Name, Group, Unit, Formula, and Definition to maintain transparency and clarity.
