Customer Engagement Metrics Dashboard

Resource Overview

Use this to define, track and report on your Customer Engagement metrics.


Related Resources

Your Problem

You need to define, track, and report on your Customer Engagement program. It is required that you consider all measurable aspects of your company and that you communicate your key Customer Engagement metrics with your team.

Our Solution

We created the Customer Engagement Metrics Dashboard template to help you collect your key Customer Engagement metrics data and create charts for your team. All of the metrics in this template can be easily customized to suit your organization's needs.

With the Customer Engagement Metrics Dashboard, a person will first visit the data input tab, where we provide you with some examples of Customer Engagement metrics. Following this, all you need to do is populate the data tab with your metrics and you will be provided with a visual representation to present to your marketing team. We provide space for Demand Generation and Marketing metrics, Sales and Account Management metrics and Customer Success & Care metrics.

Key Benefits

  • increased credibility from defined metrics
  • more accountability for team members
  • support for budget approval
  • save 4 hours on formatting
  • provides a real-world example


Microsoft Excel Spreadsheet

Estimated Time Required: 4 Hours

Skills Required: Excel (Advanced)