Customer Health Dashboard Framework Description
Overview
The Customer Health Dashboard Toolkit provides a robust framework for assessing and visualizing the health of customer accounts. This toolkit is a blueprint that provides health criteria and logic that can be used to build a dasnboard that aids decision-making by offering critical insights into account performance, risks, and opportunities across multiple dimensions.
Key Features
Portfolio & Account-Level Details
- Each category page for Revenue & Growth, Margin & Profitability, and Delivery & Operations includes detailed insights at both the portfolio and account levels. Users can drill down into specific accounts to view tailored metrics and performance indicators, enabling a comprehensive understanding of account health.
Portfolio Health Metrics
- The dashboard employs a set of crucial performance metrics that utilize a color-coded system (Red, Yellow, Green) to indicate health status. These visual indicators allow users to quickly assess performance across their account portfolio, highlighting areas that require attention or improvement.
Customer Health Assessment
- The toolkit incorporates a systematic approach to evaluate the health status and risk level of each account. By leveraging performance indicators, create a holistic view of customer health, allowing businesses to proactively manage relationships and mitigate risks.
Business Logic Criteria
- Performance Tracking: Establish benchmarks for key performance indicators (KPIs) relevant to each account category.
- Risk Assessment Framework: Define thresholds for red, yellow, and green indicators based on historical data and predictive analytics.
- Data Integration: Ensure seamless integration with existing data sources to maintain real-time accuracy in performance tracking.
- User Customization: Allow users to customize dashboard views and metrics according to specific business needs and priorities.
Technical Requirements
- Database and Technical Support: Building and deploying the dashboard will require robust database infrastructure and technical support to integrate with the business's existing systems. This may involve utilizing available reporting tools such as Power BI or Tableau.
- Framework Limitations: The framework is limited to the logic and decision criteria needed to assess health across business categories and customer profiles. It may need to be modified to tailor it specifically to the business's unique requirements.
The Customer Health Dashboard Toolkit is an essential resource for organizations aiming to enhance customer engagement and drive business outcomes. By providing clear insights into account performance and health, it empowers teams to take informed actions that align with strategic goals.