Customer Service Dashboard using Excel [Dashword Week]

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This post is part of Excel Dashboard Week

Early in Jan, I got this mail from Mara, a student in Excel School first batch.

Hi Chandoo,

I took your first Excel batch class and loved it. I created a dynamic and interactive dashboard for my work. My boss thinks it’s an excellent tool and I have you to thank for and also Francis Chin who shared his travel dynamic dashboard. I integrated things you taught so thanks so much!

I felt very proud reading her email, so I asked her if she can share the dashboard with some dummy data so that we all can learn from her example.

Being a lovely person Mara is, she gladly emailed me the workbook and I am thrilled to include it in Dashboard Week.

Customer Service Dashboard Snapshot:

Here is the dashboard that Mara prepared.

Customer Service Dashboard using MS Excel

[View this dashboard image in full size | Demo of this dashboard]

Techniques used by Mara to Create this Dashboard:

Mara used several techniques to create this dashboard. But I specifically liked 5 things about this dashboard. They are,

  1. Tweetboard kind of area at the top where she showed summary of status. [Related tip]
  2. Dynamic dashboard which can be filtered based on a month.
  3. Interactive chart with check boxes to show / hide information. [Related tip]
  4. Interactive comparison chart to compare target with actual performances (of valet wait times). [Related tip]
  5. Scrollable list of various gift shop items. [Related tip]

Download Customer Service Dashboard Excel Workbook

Click here to download the workbook prepared by Mara.

I encourage you to examine the file and see how you can implement similar dashboard in your area of work.

Thank you Mara

Thank you so much for your generosity and enthusiasm to educate us. I have enjoyed examining your dashboard. You have shown creativity and skill in putting this together.

If you like this file, say thanks to Mara.

Contribute to Excel Dashboard Week by sharing your tips / files:

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9 Responses to “CP044: My first dashboard was a failure!!!”

  1. Oz says:

    CONGRATS on the book!

    Thanks for this podcast. It's great to hear about your disaster and recovery. It's a reminder that we're all human. None of this skill came easily.

  2. Din Muhammad Samimi says:

    Hey chandoo
    this really a good lesson learned
    but as I have already stated in one of my previous email that it would be more helpful for us if you could release videos of your classes for us
    thanks

  3. Nafi says:

    The article gave me motivation, especially you describing the terrible disaster that you faced but how to get back from the setbacks. Thanks for that, but with video this will be more fun.

  4. Amankwah says:

    You always motivate me with respect of the tools in excel. How we can really exploit it to the fullest. Thanks very much

  5. Juan says:

    Thank you very much, Chandoo, for your excellent lessons, I am anxious to learn so valuable tips and tricks from you, keep up the great job!
    I truly appreciate the transcripts of the podcasts, because as a speaker of English as a second language, it allows me to fully understand the material. It'd be great if you can add transcripts to your online courses too, I am sure people will welcome this feature.

  6. David Evans says:

    Dashboards for Excel has arrived in Laguna Beach, CA! Thanks!

    Now I need to make time to "learn and inwardly digest" its contents as one of my high school teachers would admonish us!

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