How to create a customer success dashboard?

January 15, 2024
4 min

A customer success dashboard is a vital tool for any business that wants to track and improve their customer experience. It provides a visual representation of your customer success metrics, such as customer satisfaction, retention rates, and revenue growth, in a single location. In this blog post, we will discuss the steps involved in creating a customer success dashboard that will help you make data-driven decisions and boost customer satisfaction.

Step 1: Determine Your Customer Success Metrics

The first step in creating a customer success dashboard is determining which metrics are most important to your business. This will depend on your industry, business model, and goals. Some common metrics to consider include:

  • Customer satisfaction (CSAT)
  • Net Promoter Score (NPS)
  • Customer retention rate
  • Churn rate
  • Revenue growth
  • Customer lifetime value (CLV)
  • Time to resolution (TTR)

Once you have determined which metrics are most important, you can move on to the next step.

Step 2: Choose Your Data Sources

The next step in creating a customer success dashboard is choosing your data sources. There are many different data sources you can use, including:

  • Customer relationship management (CRM) software
  • Helpdesk and ticketing systems
  • Marketing automation software
  • Sales data
  • Social media analytics

Choose the data sources that are most relevant to your business and will provide you with the information you need to track your customer success metrics.

Step 3: Create Your Dashboard

Now that you have determined your customer success metrics and chosen your data sources, it's time to create your dashboard. There are several tools you can use to create your dashboard, including:

  • Excel or Google Sheets
  • Business intelligence (BI) tools such as Tableau, Power BI, or Domo
  • Customer success software such as Successeve

When creating your dashboard, keep these best practices in mind:

  • Keep it simple and easy to understand
  • Use visualizations such as charts and graphs to make the data more accessible
  • Highlight the most important metrics
  • Include context and explanations for each metric

Step 4: Monitor and Analyze Your Data

Once your dashboard is created, it's important to regularly monitor and analyze your data. Set up alerts for any metrics that fall outside of your desired range, and investigate any changes in your metrics. Use your dashboard to identify trends and patterns in your customer data, and use this information to make data-driven decisions.

Step 5: Continuously Improve Your Dashboard

Creating a customer success dashboard is an iterative process. As your business and customer needs change, you may need to update your metrics and data sources. You may also need to make changes to your dashboard to ensure it is providing you with the information you need to make informed decisions.


Creating a customer success dashboard is a crucial step in improving your customer experience and growing your business. By determining your metrics, choosing your data sources, creating your dashboard, monitoring and analyzing your data, and continuously improving your dashboard, you can make data-driven decisions that will help you achieve your customer success goals.

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