The Customer Dashboard: Tracking What Matters

Providing a better customer experience, which leads to keeping and growing current business, requires regular insight. Organizations must deliver a dashboard that highlights information and measurements essential to understanding the customer experience. Dashboards can be built by key customer, as well as rolled up to show trends across a broader customer base.

Sales and marketing professionals need all the insights they can get into trends and issues to make smart decisions about supporting the customer lifecycle and reaching business goals; a well-constructed dashboard can serve as the equivalent of an effective team of advisors. In this report, we describe the scope, timing, format, audience, and information that produce an ideal customer dashboard.