CRM (Customer Relationship Management) KPI Dashboard Excel Template
  • CRM (Customer Relationship Management) KPI Dashboard Excel Template
  • CRM (Customer Relationship Management) KPI Dashboard Excel Template
  • CRM (Customer Relationship Management) KPI Dashboard Excel Template
  • CRM (Customer Relationship Management) KPI Dashboard Excel Template
  • CRM (Customer Relationship Management) KPI Dashboard Excel Template
  • CRM (Customer Relationship Management) KPI Dashboard Excel Template
  • CRM (Customer Relationship Management) KPI Dashboard Excel Template
  • CRM (Customer Relationship Management) KPI Dashboard Excel Template
  • CRM (Customer Relationship Management) KPI Dashboard Excel Template
  • CRM (Customer Relationship Management) KPI Dashboard Excel Template
  • CRM (Customer Relationship Management) KPI Dashboard Excel Template
Originally published: 04/03/2019 13:10
Last version published: 12/11/2019 16:01
Publication number: ELQ-58041-2
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CRM (Customer Relationship Management) KPI Dashboard Excel Template

This is a KPI Excel Dashboard for those looking to measure the success of their customer relationships.

Description
This is a Key Performance Indicator for Customer Relationship Management, helping to monitor the success of your relations with clients and customers.

This tool is available to download at an instant and is ready to use. It contains a number of key and most common metrics for the user and an accompanying video to help better understand and make use of the download.

The metrics that are included in this KPI are as follows:

Customer Interactions: This set of metrics will include the amount of email campaigns that are sent out to customers over a specific period, CTR (click-through rate) for the emails, conversion rate on the website, sales call number, number of SMS' sent, Average cost of interaction, Self Service Rate.

Lead Generation: This section monitors the number of leads gained each month, and the cost per lead, conversion of leads, rate of retention, acquisition, and churn.

Customer Services: amount of complaints, resolution rates at first contact, mean time for resolution, customer satisfaction rates, score of customer effort.

Business Performance: this includes the length of time it takes to make a sale, from the generation of a lead to the purchase, ROI, CLV, and Market Share.

Customer Loyalty: Repeat Purchase analysis, Net Promoter Score, and Brand Awareness studies.

This tool is compatible with Excel 2007 and later versions, and displays monthly and cumulative results.

If you have any questions, don't hesitate to start a discussion below or private message via our Eloquens author channel. If you enjoy the tool please leave a rating to show your support!

This Best Practice includes
1 Excel Tool, 1 YouTube Video

Acquire business license for $40.00

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