CS KPI Dashboard — Excel Template for Customer Success Teams

Stop guessing. Start knowing. Manage your Customer Success portfolio with full visibility.

The CS KPI Dashboard is a professional Excel template designed for Customer Success Managers, Account Managers and CS team leads who need a clear and structured system to track account health, NPS, churn risk and monthly performance — all in one place.

Built from real B2B experience managing international account portfolios, this dashboard helps you monitor key metrics, reduce churn risk and make better decisions with confidence.

What’s Included:

• CS KPI Dashboard — Track MRR, NPS, health scores, onboarding status, escalations, churn risk and growth signals with automated calculations and easy-to-use dropdown selectors.

• NPS Tracker — Record survey feedback, categorize responses (Promoter, Passive or Detractor) and manage follow-up actions with clear summary insights.

• Churn & Retention Tracker — Monitor renewal dates, retention actions and churn risk levels with color-coded prioritization for faster decision-making.

• Monthly CS Scorecard — Get an organized monthly overview of revenue, customer success metrics and operational KPIs while tracking performance against goals.

• How to Use Guide — Step-by-step instructions to help you implement and start using the dashboard quickly.

This template is ideal for professionals who:

• Manage Customer Success or account portfolios
• Need a centralized system to monitor account health and performance
• Want to track NPS and churn risk without relying on complex CRMs
• Need faster and clearer KPI reporting for leadership
• Are building or improving a Customer Success operation

Format: Microsoft Excel (.xlsx) compatible with Excel and Google Sheets
Delivery: Instant digital download
Access: Lifetime use with free updates included

Grow with clarity. Lead with purpose. — Albedo Design