Customer dashboard

Customer dashboard

Contents :

To learn more, read our guide: Credit Management.

1. What is a customer dashboard?
2. How do I create a customer dashboard?
3. Deux exemples de tableau de bord client :
   1. Measuring customer satisfaction
   2. Measuring company sales

What is a customer dashboard?

A customer dashboard is a tool for monitoring and measuring a company’s performance. That which concerns its customers.

It can include data on sales, customer retention, customer satisfaction and other key indicators. key customer performance indicators (KPIS).

The customer dashboard is generally used for :

• Identify trends,
• Les opportunités d’amélioration,
• Follow theorder-to-cash process,
• Analyze customer risk management,
• Les problèmes potentiels dans les relations clients,

In order to take action and remedy any problems.

How do I create a customer dashboard?

Here are the steps to follow to create a customer dashboard:

1. Define your goals before creating your dashboard. It’s important to determine what you want to include and why. What key performance indicators (KPIs) will you use to measure them?
2. Collect data once you’ve defined your objectives and KPIs. This can include data on sales, customer satisfaction and other key performance indicators.
3. Create your dashboard. Ajoutez les KPI que vous avez définis et affichez les données collectées de manière claire et facilement lisible.
4. Analyze data and look for trends or opportunities for improvement.
5. Take action based on what you’ve learned or what you think you’ll learn in the future.

Deux exemples de tableau de bord client :

Comment mesurer la satisfaction client ?

There are several ways to measure customer satisfaction. Here are a few examples ofkey performance indicators that can be included in a customer dashboard :

1. Overall satisfaction rate. It measures the percentage of customers who are satisfied with their business interactions with the company. You can measure them using satisfaction surveys or surveys.
2. Le taux de fidélité. It measures the percentage of customers who continue to buy from the company over a given period.
3. Le temps de résolution des plaintes. It represents the time it takes to resolve customer complaints. The shorter the resolution time, the more satisfied customers are.
4. Product return rate. A low return rate indicates that customers are satisfied with their purchases.
5. Recommendation rate. This measures the percentage of customers who would recommend the company to their friends and family.

How do you measure a company’s sales?

Here’s a list of KPIs that can be used to measure a company’s sales usingcustomer dashboard :

1. Sales figures. Sales measure the total amount of sales made by a company over a given period.
2. Sales growth rate. This KPI measures a company’s sales growth in relation to a reference period (for example, the previous quarter or the previous year).
3. Conversion rate. The conversion rate measures, for example, the percentage of website visitors who make a purchase.
4. The number of new customers. This measures the number of customers who bought from the company for the first time over a given period.
5. Average basket. The average basket represents the average amount of orders placed by customers.
6. DSO. It measures the average customer payment time.

It’s important to choose the KPIs that best reflect your company’s sales objectives, and to monitor them on a regular basis in order to track your company’s performance and determine what actions need to be taken to improve sales.

What if you chose Aston AI for your customer dashboard?

With this collection software, you benefit from high-performance reports. And a 360° view of your receivables:

• Scoring and cash flow forecasts.
• Une consolidation multifiliales/Pays/BU/Sales…
• Une vision client, de la synthèse à la facture en trois clics.
• A personalized Vision for each use corresponding to your organizational chart.

Read also:

• Customized dashboards: at last you can manage your accounts receivable in your own image
• Top 10 Key Metrics for Effectively Managing Accounts Receivable
• Excel template Credit Manager dashboard