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Customer Health Dashboard

Elevate your customer relationship management with the insights from Customer Health Dashboard for Google Sheets.

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Customer Health Dashboard
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"Coefficient's Google Sheets templates are the next step in spreadsheet evolution–connected spreadsheets. Connected sheets mean faster, better, and more accurate analysis by everyone–especially if you can't code!"
Evan Cover Director, BI Engineering and Governance, Klaviyo

Proactive insight into your customer’s behavior and satisfaction is crucial for growing and sustaining your business. Coefficient’s Customer Health Dashboard for Google Sheets is a powerful tool designed to integrate critical customer health metrics directly into your business strategy. 

This user-friendly template empowers you to stay ahead by effectively responding to customer needs and expectations.

Benefits of Tracking Customer Health Metrics in the Template

Understanding and analyzing customer health metrics can significantly influence the trajectory of your business growth. The Coefficient dashboard places these key metrics at your fingertips:

  • Enhanced Customer Retention with the Customer Health Score: The health score prognosticates customer engagement levels, enabling tailored engagement strategies to amplify customer loyalty.
  • Increased Customer Satisfaction via Net Promoter Score (NPS): NPS measures the likelihood of customer recommendations, guiding improvements in customer service and product offerings.
  • Reduced Churn Risk through Contract Value Assessment: Identifying customers with higher churn risks based on contract value allows for targeted interventions, boosting customer retention and satisfaction.

Advantages of Tracking in Google Sheets

Employing Google Sheets to track these vital metrics offers several distinct advantages:

  • Intuitive and User-Friendly Interface: Google Sheets’ familiar interface eases the learning curve, enhancing productivity.
  • Real-Time Data Access and Updates: Immediate updates support agile decision-making based on the latest insights.
  • Seamless Collaboration: Shareability and simultaneous editing capabilities ensure team alignment and collective strategy development.

Cost-Effective Solution: Google Sheets provides a robust, budget-friendly platform for businesses of all sizes to leverage advanced data analysis.

Questions & Answers