Customer dashboard

Customer dashboard

Contents :

1. What is a customer dashboard?
2. How do I create a customer dashboard?
3. Two examples of customer dashboards:
   1. Measuring customer satisfaction
   2. Measuring a company’s customer credit risk

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,
• Opportunities for improvement,
• Follow theorder-to-cash process,
• Analyze customer risk management,
• Potential problems in customer relations,

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. Add the KPIs you’ve defined and display the data collected in a clear, easy-to-read way.
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.

Two examples of customer dashboards:

How do you measure customer satisfaction?

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. The loyalty rate. It measures the percentage of customers who continue to buy from the company over a given period.
3. Complaint resolution time. 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 customer credit risk?

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.
• Multi-subsidiary/Country/BU/Sales consolidation…
• A customer view, from summary to invoice, in just three clicks.
• A personalized Vision for each use corresponding to your organizational chart.

360° view of accounts receivable