Author: Robert

  • Approach with caution

    Multi-select regions on an interactive Excel Dashboard

    Have you ever built a data-analysis model in Microsoft Excel for a database containing a geographical dimension like state, county, ZIP-code areas, sales region, etc.? If so you probably wanted to integrate a user-friendly control feature on your dashboard that enables the user not only to select one region, but to filter the data by any combination of regions. E.g. show the total revenues for the sales regions West and Central.

    You need a multi-select filter control. This post shows different options of how to do this and includes the example files for free download.

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  • Take Care of Customer Care

    A Showcase: 5 steps of Performance Dashboard Design

    Dashboard Customer Care Using Key Performance Indicators (KPIs) in Customer Care management is a prime example of Performance Dashboards. Call Center Managers usually monitor the performance of their Customer Care with an extensive list of different metrics and KPIs visualized on one or several real-time dashboards. On a higher level and in a more condensed form the numbers are also reported to the Top Management on regular intervals, usually at least weekly.

    Against this background, this post describes 5 steps of designing an Executive Customer Care Performance Dashboard, including an example file for free download.

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