Build a Unified Customer Health Dashboard in Google Sheets
Create a Google Sheets dashboard that unifies ticket volume, CSAT, response times, and churn-risk indicators into a single, actionable view.
Who is this for?
This guide is for Customer Support Managers and Leads who need to visualize team performance metrics without expensive BI tools.
Step-by-Step Guide
Key Terms Defined (Dictionary)
| Term | Definition |
|---|---|
| CSAT (Customer Satisfaction Score) | A metric that measures how satisfied customers are with a service or interaction, typically on a 1-5 or 1-10 scale. |
| Response Time | The time elapsed between when a support ticket is created and when the first response is sent to the customer. |
| Churn Risk | A score or indicator that predicts the likelihood of a customer canceling their subscription or stopping use of the service. |
| Ticket Volume | The total number of support requests or tickets received within a specific time period. |
| Dashboard | A visual interface that consolidates multiple metrics and data visualizations into a single view for monitoring and analysis. |
| Data Range | The specific cells in a spreadsheet that contain the data used for calculations, charts, or other operations. |
Common Pitfalls & Troubleshooting
- Broken References: If you rename a sheet (e.g., from
CSATtoCSAT Scores), your formulas will break. Ensure sheet names in formulas match the tabs exactly. - Date Formats: Charts often fail to render correctly if the "Date" column is formatted as Plain Text. Select the column and go to Format > Number > Date to fix this.
- Data Range Expansion: If you add new data to the bottom of your source sheets, ensure your chart ranges are "open-ended" (e.g.,
A2:Ainstead ofA2:A100) so they automatically include new rows.
Why Users Choose Google Sheets
Google Sheets provides a cost-effective alternative to expensive business intelligence platforms with a familiar interface that requires minimal training. Dynamic formulas and open-ended data ranges ensure dashboards automatically update as new data arrives, eliminating manual refresh tasks. This approach delivers professional-grade analytics without the complexity or cost of enterprise BI tools.
Get started with Trinity
Trinity is a conversational expert who works alongside you, following your screen and guiding you through each step. It's like having someone who really knows Google Sheets sitting right next to you.
What happens when you click "Start with Trinity"
- 1Connect your microphoneGive permission for Trinity to access your microphone so you can ask questions and get Trinity's help as you go.
- 2Share your screenShare the screen you are working on so Trinity can see what you're doing and provide guidance.