The CX Dashboard Planning Canvas

September 29th, 2021

Su Doyle Senior Analyst

Maxie Schmidt VP, Principal Analyst

With contributors:

Brian Mukasa , Harley Manning , Clarissa Skinner , Shayna Neuburg

Summary

Customer experience (CX) leaders need CX dashboards that engage stakeholders and inspire them to improve CX. To design such effective dashboards, CX leaders must determine what the dashboard will be used for, who will consume the content, what data will be on the dashboard and how it will be visualized, how often the dashboard will be updated and distributed, and how the dashboard will drive actions to improve CX. This report helps CX leaders design more effective CX dashboards using a step-by-step template across six categories: objectives, audience, content, technology, frequency, and actions.

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