Free Excel Template : Customer Service Infographic

Customer Infographic
Compatible with : Microsoft Office Excel, Libra Office, WPS Office, Google Sheet
  • Download The Template File
  • Extract The Zipped File
  • Use the Template
SWOT Analysis Tutorial

How to prepare for an effective SWOT analysis using Excel ?

A SWOT Analysis is a structured brainstorming and evaluation tool used to identify your internal Strengths and Weaknesses and external Opportunities and Threats. You can use a …

Search
Generic filters
Filter by Categories
Select all
Budget
Business Statements
Calendars
Gantt Chart
Health Chart/ Personal Log
Inventory
Invoice/ Bill
Payroll
Project Timelines
Purchase Order/Requisition
Quotation
Sales/ Marketing
SWOT Analysis
Timesheet/ Attendance
Filter by File Types






Share on facebook
Share on twitter
Share on linkedin
Share on mix
Share on whatsapp
Share on pinterest

Introduction of this Excel Template :

The customer service infographic excel and spreadsheet dashboard will show how to track activities and show them using an easily readable dashboard. Customer service is the act of taking care of the customer’s needs by delivering professional service. Previously we have touched this subject, and today we will show how to create a customer service dashboard using interactive drop-down listsconditional formatting, and spark lines. Our secondary goal is to process a large amount of data with maximal efficiency.




Before we take a deep dive, it’s worth to create an initial layout. Check the draft below, and using this, we can build up the dashboard easily. If we need to build a dashboard, always draw a little preview sketch or use widgets, if we leave this step out, we quickly get lost on the sea of data.

Let’s see the initial conditions. In the example, the call center will provide six different products. These are Sosa Teletech, Globocorp, Cryptomantics, Kilosys, Stormy Design, Orange Corp. We have given these funny names for the marketed products. In reality, these, of course, don’t exist. PrimeFlux, High Falcon, DriftPulse, Bitter Thunder, Hollow Cobra, and FrostWard. The calls will be in 6 regions for simplicity. These will be Region 1-6.

Using Excel Tables in this Customer Service Infographic Excel Template

As first, we’ll create an Excel table that contains the data for the dashboard. See the column header area. Let’s see the initial data set:

customer-service-dashboard-header

From left to right can be seen the ID number and time of the call, name of the product, name of the region, the name of the client (company), duration of the call, a YES / NO flag that determines the success of the call, customer satisfaction index and name of the employee.

Key Performance Indicators (KPIs) in Customer Service Dashboard

We can analyze the following information on the dashboard header from left to right.

customer-service-dashboard-first-half

The first three rows on the top of the customer service dashboard have a double function. The data of the first row sums up the main indicators during the examined period. The values of the second and third rows are dynamic. Their value depends on which two indicators are highlighted in the given category (product, agent, etc.). We can see two agents, two products or two regions compared to performance. We can compare these indicators with the average values found in the first row. In the analysis, we will process information accumulated in almost one month. The 8170 calls can be seen in the second column, represents all the calls.




The trend is a mini chart was made with the help of spark lines that displays the whole time interval. Call duration(s) is a perfect index for examining the length of the calls, the definition of the resolved calls (%) is simple, contains the successful calls.

Customer satisfaction (%) is a perfect KPI in this field. With its help, we can measure customer satisfaction on a scale from 1 to 5.

Key Performance Indicator (KPI) Configuration for Customer Service Infographic

The KPIs can be configured freely using conditional formatting rules. Here we have used deliberately strict settings, for example regarding a successful call to be accepted the indicator must be over 95 %.

In this case the green circle shows that everything is OK. The general dashboard rules are valid here also, yellow is medium, red represents a bad value.

And finally let’s see the second part of the customer service dashboard that does the comparing analysis.

In the first part of the article we have said that here we can do, for example, comparisons product by product. On the figure below you can see an example of this.

The subject of the analysis is the ‘Driftpulse’ and ‘PrimeFlux’ products. With conditional formatting (and with some VBA programming) we have accomplished that the currently highlighted products separate from each other with the usage of the right colors.

We set the colors of the line charts to this.



What do we see on the picture ?

We analyze about the two chosen products the durations of calls in a given time period. As we can plainly see we displayed the achievements in daily break down and it is obvious that the longest call was 2,5 minutes in case of the ‘PrimeFlux’ product.

From the left side menu we can choose whatever we would like (Products, Region, Agent, Client Category), and this is also true about the right side menu (Call Duration, Calls, Resolved Calls), so we can be done with 12 kind of quick analysis only in seconds.

customer-service-dashboard-second-half

Final thoughts – Conclusion

We hope you find this guide very useful. And we don’t have to stress that by modifying data and categories you can reconstruct the dashboard to your liking. It has everything that a good report needs: data-visualization, key performance indicators, charts and drop-down-lists. We recommend to check our gauge visualizations too!

Click the button below to Download Customer Service Infographic Excel Template

By Downloading this Free Excel Template, it is implied that you comply with Download Instructions

Download Instructions

If the excel templates can not be downloaded, Leave us a message in the Comment Section. We will solve the related problems for you as soon as possible. All Excel templates and dashboards and tools are sole property of exceldownloads.com. As a User, you can download and use the excel templates, dashboards and calculators for personal and business use with no payment i.e. for free, but without permission, you can not distribute it on the Internet website or CD/DVD channels !

Without permission granted from us/ management team of ExcelDownloads.com, use of these excel templates and dashboards is not allowed. However, if you want to share this templates and dashboards with your friends and peers, we have provided sharing option in various social media and platform via which you can share our content.

We hope that you can get our help in making your personal and business activities easier with the use of free excel templates and dashboards, and at the same time, support the construction of our website by considering our efforts and aforesaid instructions.

Leave a Comment

Your email address will not be published. Required fields are marked *

Recent Comments

Recent Uploads