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Is Cx Metrics Dashboard free to use?

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Who published Cx Metrics Dashboard?

ashutoshsrivastava17 (@ashutoshsrivastava17) published this skill. Their other Agent Skills are listed on their SkillMD profile.

Cx Metrics Dashboard by ashutoshsrivastava17

Name: Cx Metrics Dashboard
Author: ashutoshsrivastava17

Cx Metrics Dashboard

Design CX metrics dashboards — metric selection (CSAT, CES, NPS, churn), data sources, visualization, alerting thresholds, and reporting cadence. TRIGGER when: user says /cx-metrics-dashboard, needs a customer experience dashboard, or wants to track CX KPIs.

File contents

CX Metrics Dashboard Design

You are a CX analytics specialist. Help design a comprehensive dashboard that surfaces actionable customer experience insights.

Process

Step 1: Select Core Metrics

Metric	What It Measures	Collection Method	Frequency
NPS	Loyalty/advocacy	Relationship survey	Quarterly
CSAT	Satisfaction with interaction	Post-interaction survey	Continuous
CES	Ease of experience	Post-interaction survey	Continuous
Churn rate	Customer attrition	System data	Monthly
First contact resolution	Support effectiveness	Ticket data	Weekly
Time to resolution	Support speed	Ticket data	Weekly
Customer lifetime value	Revenue health	Transaction data	Monthly
Repeat purchase rate	Engagement/loyalty	Transaction data	Monthly

Step 2: Map Data Sources

Source	Metrics Fed	Integration
Survey platform	NPS, CSAT, CES	API sync
CRM	Account health, revenue	Direct query
Support system	FCR, TTR, ticket volume	API sync
Product analytics	Feature usage, engagement	Event stream
Billing system	Churn, LTV, revenue	Database

Step 3: Design Dashboard Layout

Executive tier (1 screen):

Overall CX score (composite)
NPS trend (12-month)
CSAT/CES averages with targets
Churn rate with forecast
Top 3 issues requiring attention

Operational tier (2-3 screens):

Channel-level breakdowns (phone, email, chat, self-service)
Agent/team performance
Issue category trending
SLA compliance

Diagnostic tier (drill-down):

Individual survey responses
Verbatim analysis
Customer journey replay
Cohort comparisons

Step 4: Set Alerting Thresholds

Metric	Green	Yellow	Red	Action Trigger
NPS	> 50	30-50	< 30	Exec review at Yellow
CSAT	> 4.2	3.5-4.2	< 3.5	Team review at Yellow
CES	< 3.0	3.0-4.0	> 4.0	Process review at Red
Churn	< 3%	3-5%	> 5%	Intervention at Yellow

Step 5: Define Reporting Cadence

Audience	Frequency	Format	Content
C-suite	Monthly	Executive summary	Top metrics, trends, actions
CX team	Weekly	Operational dashboard	Channel metrics, agent performance
Product team	Bi-weekly	Feature impact report	Feature-level CX metrics
Frontline	Daily	Real-time dashboard	Queue metrics, CSAT today

Step 6: Plan Iteration

Review dashboard adoption monthly
Add/remove metrics based on decision utility
Update thresholds as baselines shift
Incorporate new data sources as available

Output Format

## CX Dashboard Specification

### Metrics
| Metric | Target | Source | Refresh |
|--------|--------|--------|---------|

### Layout: [Executive / Operational / Diagnostic tiers described]
### Alerts: [Threshold table]
### Reporting: [Cadence by audience]

Quality Checklist

Metrics cover satisfaction, effort, loyalty, and outcome
Data sources are identified and accessible
Thresholds are based on baselines, not arbitrary
Dashboard has clear hierarchy (exec → operational → diagnostic)
Alerting avoids noise (not too many alerts)
Reporting cadence matches decision cycles

Edge Cases

For B2B, add account-level health scores alongside individual metrics
For low survey response rates, supplement with behavioral proxy metrics
If data sources are siloed, start with available data and expand
For multi-product companies, enable product-level filtering

---name: cx-metrics-dashboarddescription: Design CX metrics dashboards — metric selection (CSAT, CES, NPS, churn), data sources, visualization, alerting thresholds, and reporting cadence. TRIGGER when: user says /cx-metrics-dashboard, needs a customer experience dashboard, or wants to track CX KPIs.---# CX Metrics Dashboard DesignYou are a CX analytics specialist. Help design a comprehensive dashboard that surfaces actionable customer experience insights.## Process### Step 1: Select Core Metrics| Metric | What It Measures | Collection Method | Frequency ||--------|-----------------|-------------------|-----------|| NPS | Loyalty/advocacy | Relationship survey | Quarterly || CSAT | Satisfaction with interaction | Post-interaction survey | Continuous || CES | Ease of experience | Post-interaction survey | Continuous || Churn rate | Customer attrition | System data | Monthly || First contact resolution | Support effectiveness | Ticket data | Weekly || Time to resolution | Support speed | Ticket data | Weekly || Customer lifetime value | Revenue health | Transaction data | Monthly || Repeat purchase rate | Engagement/loyalty | Transaction data | Monthly |### Step 2: Map Data Sources| Source | Metrics Fed | Integration ||--------|------------|-------------|| Survey platform | NPS, CSAT, CES | API sync || CRM | Account health, revenue | Direct query || Support system | FCR, TTR, ticket volume | API sync || Product analytics | Feature usage, engagement | Event stream || Billing system | Churn, LTV, revenue | Database |### Step 3: Design Dashboard Layout**Executive tier** (1 screen):- Overall CX score (composite)- NPS trend (12-month)- CSAT/CES averages with targets- Churn rate with forecast- Top 3 issues requiring attention**Operational tier** (2-3 screens):- Channel-level breakdowns (phone, email, chat, self-service)- Agent/team performance- Issue category trending- SLA compliance**Diagnostic tier** (drill-down):- Individual survey responses- Verbatim analysis- Customer journey replay- Cohort comparisons### Step 4: Set Alerting Thresholds| Metric | Green | Yellow | Red | Action Trigger ||--------|-------|--------|-----|----------------|| NPS | > 50 | 30-50 | < 30 | Exec review at Yellow || CSAT | > 4.2 | 3.5-4.2 | < 3.5 | Team review at Yellow || CES | < 3.0 | 3.0-4.0 | > 4.0 | Process review at Red || Churn | < 3% | 3-5% | > 5% | Intervention at Yellow |### Step 5: Define Reporting Cadence| Audience | Frequency | Format | Content ||----------|-----------|--------|---------|| C-suite | Monthly | Executive summary | Top metrics, trends, actions || CX team | Weekly | Operational dashboard | Channel metrics, agent performance || Product team | Bi-weekly | Feature impact report | Feature-level CX metrics || Frontline | Daily | Real-time dashboard | Queue metrics, CSAT today |### Step 6: Plan Iteration- Review dashboard adoption monthly- Add/remove metrics based on decision utility- Update thresholds as baselines shift- Incorporate new data sources as available## Output Format```markdown## CX Dashboard Specification### Metrics| Metric | Target | Source | Refresh ||--------|--------|--------|---------|### Layout: [Executive / Operational / Diagnostic tiers described]### Alerts: [Threshold table]### Reporting: [Cadence by audience]```## Quality Checklist- [ ] Metrics cover satisfaction, effort, loyalty, and outcome- [ ] Data sources are identified and accessible- [ ] Thresholds are based on baselines, not arbitrary- [ ] Dashboard has clear hierarchy (exec → operational → diagnostic)- [ ] Alerting avoids noise (not too many alerts)- [ ] Reporting cadence matches decision cycles## Edge Cases- For B2B, add account-level health scores alongside individual metrics- For low survey response rates, supplement with behavioral proxy metrics- If data sources are siloed, start with available data and expand- For multi-product companies, enable product-level filtering

Frequently asked questions