{"product_id":"cs-kpi-dashboard-excel-template-for-customer-success-teams","title":"CS KPI Dashboard — Excel Template for Customer Success Teams","description":"\u003cp data-start=\"0\" data-end=\"90\"\u003eStop guessing. Start knowing. Manage your Customer Success portfolio with full visibility.\u003c\/p\u003e\n\u003cp data-start=\"92\" data-end=\"344\"\u003eThe 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.\u003c\/p\u003e\n\u003cp data-start=\"346\" data-end=\"526\"\u003eBuilt from real B2B experience managing international account portfolios, this dashboard helps you monitor key metrics, reduce churn risk and make better decisions with confidence.\u003c\/p\u003e\n\u003cp data-start=\"528\" data-end=\"544\"\u003eWhat’s Included:\u003c\/p\u003e\n\u003cp data-start=\"546\" data-end=\"723\"\u003e• 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.\u003c\/p\u003e\n\u003cp data-start=\"725\" data-end=\"876\"\u003e• NPS Tracker — Record survey feedback, categorize responses (Promoter, Passive or Detractor) and manage follow-up actions with clear summary insights.\u003c\/p\u003e\n\u003cp data-start=\"878\" data-end=\"1030\"\u003e• Churn \u0026amp; Retention Tracker — Monitor renewal dates, retention actions and churn risk levels with color-coded prioritization for faster decision-making.\u003c\/p\u003e\n\u003cp data-start=\"1032\" data-end=\"1190\"\u003e• Monthly CS Scorecard — Get an organized monthly overview of revenue, customer success metrics and operational KPIs while tracking performance against goals.\u003c\/p\u003e\n\u003cp data-start=\"1192\" data-end=\"1299\"\u003e• How to Use Guide — Step-by-step instructions to help you implement and start using the dashboard quickly.\u003c\/p\u003e\n\u003cp data-start=\"1301\" data-end=\"1346\"\u003eThis template is ideal for professionals who:\u003c\/p\u003e\n\u003cp data-start=\"1348\" data-end=\"1654\"\u003e• Manage Customer Success or account portfolios\u003cbr data-start=\"1395\" data-end=\"1398\"\u003e• Need a centralized system to monitor account health and performance\u003cbr data-start=\"1467\" data-end=\"1470\"\u003e• Want to track NPS and churn risk without relying on complex CRMs\u003cbr data-start=\"1536\" data-end=\"1539\"\u003e• Need faster and clearer KPI reporting for leadership\u003cbr data-start=\"1593\" data-end=\"1596\"\u003e• Are building or improving a Customer Success operation\u003c\/p\u003e\n\u003cp data-start=\"1656\" data-end=\"1816\"\u003eFormat: Microsoft Excel (.xlsx) compatible with Excel and Google Sheets\u003cbr data-start=\"1727\" data-end=\"1730\"\u003eDelivery: Instant digital download\u003cbr data-start=\"1764\" data-end=\"1767\"\u003eAccess: Lifetime use with free updates included\u003c\/p\u003e\n\u003cp data-start=\"1818\" data-end=\"1871\" data-is-last-node=\"\" data-is-only-node=\"\"\u003eGrow with clarity. Lead with purpose. — Albedo Design\u003c\/p\u003e","brand":"Albedo Design","offers":[{"title":"Default","offer_id":47747052896407,"sku":"AD-CS-001","price":19.0,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0722\/9521\/9351\/files\/CSI_KPI_Dashboardv6.png?v=1777674289","url":"https:\/\/albedo-design.myshopify.com\/products\/cs-kpi-dashboard-excel-template-for-customer-success-teams","provider":"Albedo Design","version":"1.0","type":"link"}