Customer Service Dashboard using Excel [Dashword Week]

Posted on March 22nd, 2011 in Charts and Graphs - 27 comments

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:

You too can share your tips, excel workbooks, snapshots to make this Excel Dashboard Week truly awesome. Just fill this simple online form to send your contributions.

Written by Chandoo
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27 Responses to “Customer Service Dashboard using Excel [Dashword Week]”

  1. Tom Quist says:

    Looks good, Mara. Keep up the good work!

  2. William Solera says:

    Thx Mara, your work is great, congratulations...

  3. Francis Chin says:

    wow ! Great stuff Mara !!
    I am amazed on the work you did !

    What I like about your dashboard
    1. The first impression is the colors used. Very smart use of colors that matches each other, easy on the eye - make people wants to find out more !

    2. Clear message shown for the tweetboard for Quick overview on the state of situation.

    3. Use of creative titles for your charts "Information Desk".

    4. Clear and uncluttered charts. Gives reader a clear perspective with good use of charts colors too.

    5. Good use of Legend to describe what color meant "Highest Sales out of the three months"

    6. Of course, good use of Check boxes and Slider bar to offer interactiveness on your charts.

    Suggestions
    1. You may want to consider formatting your Y and X axis labels to show thousands, in $500K format instead of $500,000, so you can even made your chart look much neater.

    2. Budget Variant Chart - This one is special...I took a second look and try to understand it. I am not sure if this is the best chart to visualize Sales VS Budget and Variances. And the Variance of 16.19% is positive, so u may want to use conditional formatting to make it green color, red if negative.

    Overall is Great Work and Great Effort !!! Keep it up and I am so proud of you !

    Francis Chin
    http://www.francischin.com

  4. Sabrina says:

    Great Work Maya, just wondering if "5" Scrollable list of various gift shop items, can compare the previous 2 and current month selected in the above picklist, just one more suggestion if we can use top 5 gift category by using donut and bar mix chart to show sales mix for different months

  5. Sabrina says:

    Chandoo I would like to thank you for posting such helpful tricks for creating dashboards, I have learned a lot from your KPI Dashboard demo, I have created one dashboard to compare performce of Sales Associates, thaks a lot again

  6. Fred says:

    Thanks for the idea! Great job! You are giving me a lot of inspiratons!

  7. Mara says:

    Thanks everyone for the nice comments. I'm such a novice at this so I was so grateful for Chandoo's class and for everyone who submits ideas on his blog.

    Francis: Thanks so much for your comments. You're an inspiration. For the budget variance chart, I actually got that idea from one of Chandoo's post on budget vs actual. There was one that was simple and easy to read so I learned how to do that and made it dynamic. I'm open to any other ideas you have for budget vs actual. I'm always looking for ways to improve.

    Sabrina: Thank you for you for your suggestion on the top 5.

  8. Bhushan Sabbani says:

    Dear Mara,

    Great work.

    But i one suggestion regarding the INFORMATION DESK graph is consist of month but which year it belong is not there if it would be there it would be great.

    Warm Regards
    Bhushan Sabbani
    +91 98208 26012

  9. Avni says:

    Thanks for this idea... Great Stuff !!

  10. Ravi Kiran says:

    Excellent dashboard Mara.
    The best I like about the dashboard is the choice of colors. They are cool and not distracting. Thanks for sharing the file.

    @Chandoo
    Thanks for the dashboard week Chandoo. I am learnt a lot in the last 2 days. I am excited over the next 3 days! 🙂

    Regards,
    Ravi.

  11. VIO67 says:

    Great work Mara ! Thanks for sharing .

  12. goa homestay says:

    Mara, I liked the line, "Need to be more helpful." Our government needs to print this line, laminate it and post it in all government offices for the staff to see.

  13. Darshan says:

    Hi there, i have been recently visiting this blog it is really great, the best one for Excel, wish Chandoo great success ahead.

    I have one query, if you protect the data sheet the chart with the checkbox gives and error saying the data is protected and cannot be modified, is there a way around. This is cause if we want to publish this to someone who should only see it and do no changes to the data, is it possible please guide.

    This could be a silly but bear me i am novice to excel 🙂

    Thanks.

  14. praveen says:

    nice work.

  15. praveen says:

    inspired me a lot, working on few dashboard projects...

  16. Jay says:

    dear mara
    looks great .any reason why you have not used the bullet chart for the actual vs target chart.on the whole it is simple and elegant .jay.

  17. Gautam says:

    Dear Chandoo,

    The word Dashboard in the heading is misspelt.

  18. Krrish says:

    Wow. Very Nice work Mara. Next week I am going to take the Course, I will try to post my work here.

    Thank you so much for your helpful blog. Always appreciated your tips and tricks.

    I am proud that you belongs to our Vizag City.

  19. Krrish says:

    The above comment, I forgot mentioned about Chandoo, those two paras is about Chandoo. 😀

  20. Azucena says:

    Thank you Mara!

  21. vishal says:

    Thx Mara, your work is great, congratulations…

  22. Nalini says:

    Great Work Mara!!!!!!!!!!!!!!!!!!!!!!!!!!

  23. Aayush says:

    Hi Chandoo,
     
    I had been following your blogs for tips and tricks on excel. I am working with Media agency and we collect the data. Now this data has several parameters based on several legends. For eg Class A - legend color red, classB - legend color green and so on. Class A has several characteristics and parameters and heading etc. Now everytime we gather data and make pivot then based on the data in the pilot tables - top 10 we need to insert those in charts manually and also need to change the colors of legends and also. We create nearly 300 slides every month sector wise and it takes nearly our 4-5 days in doing that. Do you have any sample dashboard which will be helpfull to us and we can create it in a day.

  24. Gowravan says:

    Thanks really amazing one,

    it helped me in desgining OTACE report

    Regards
    Gowravan M
    9980651792

  25. mukhtar says:

    Awesome Job done here .............

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