The data in the first row sums up the main indicators during the examined period. The first three rows on the top of the customer service dashboard have a double function. Using Excel Tablesįirst, we’ll create an Excel table containing the dashboard data. ![]() The calls will be in 6 regions for simplicity. PrimeFlux, High Falcon, DriftPulse, Bitter Thunder, Hollow Cobra, and FrostWard. In reality, these, of course, don’t exist. We have given these funny names for the marketed products. These are Sosa Teletech, Globocorp, Cryptomantics, Kilosys, Stormy Design, and Orange Corp. In the example, the call center will provide six different products. If we leave this step out, we quickly get lost in the sea of data. If we need to build a dashboard, always draw a little preview sketch or use widgets. ![]() Check the draft below, and using this, we can build up the dashboard quickly. Our secondary goal is to process a large amount of data with maximal efficiency.īefore we take a deep dive, it’s worth creating an initial layout. Previously we have touched on this subject, and today we will show how to create a customer service dashboard using interactive drop-down lists, conditional formatting, and sparklines. ![]() Customer service is taking care of the customer’s needs by delivering professional service. The customer service dashboard will show how to track activities and display them using an easily readable dashboard.
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