Customer Loyalty Estimation Balanced Scorecard metrics template for Excel
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Customer Loyalty Balanced Scorecard Metrics Template

Customer Loyalty KPI KPI - Balanced Scorecard metrics template example

The Balanced Scorecard (BSC) dashboard indicates performance within each perspective and the total performance of Phone.

Click to see more screenshots below.

To make customers stick to a company’s brand, one needs to invariably engage in ‘recurrent’ and ‘clear’ communication with the prospects. By using effective tools for establishing a two-way conversation platform with the clients, the management can be assured of making those customers come back time and again. However, a complete and effectual follow-up system has to be in place for achieving this and this where BSC comes into play.

The perspectives, which can help pertain to areas like ‘Customer care’, ‘Financial and process aspects’, ‘Feedback’ and ‘Customer Loyalty Assessment’.

The specific indicators to be follow Customer Care Perspective can be- Training per Employee, Customer Expectation Meeting ratio, Number of Additional benefits provided and Degree of offering’s personalization ratio.

Financial and process Perspective can be evaluated via metrics like ‘Fall in Customers’ grievances redressal’, ‘ROI jump’ and ‘Types of communication systems’.

Customer Loyalty Assessment Perspective can be assessed by using parameters such as ‘Number of Loyalty schemes run’, ‘Highly profitable customer base’ Expansion’ and ‘Frequency Rate Rise’.

Feedback Perspective is yet another area to be looked into. The indicators for this aspect can be- % drop in Lapsed Customer, Complaints Decline and Average Repeat Rate.

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Notice from developers: the version of web-based KPI system is in development now.

There are more types of strategy map supported - including snowflake, vertical and horizontal trees
Customer Loyalty KPI - Strategy Map

Cyclical Strategy Map:
Customer Loyalty KPI - Cyclical Strategy Map

Classical Strategy Map:
Customer Loyalty KPI - Classical Strategy Map

Check overview scorecard report sample.

Check html scorecard report sample.

Check metrics (diamond) report sample.

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Customer Loyalty KPI in Excel:
  • Download trial version of Customer Loyalty Performance Indicators. Customer Loyalty Estimation Balanced Scorecard is distributed as an Excel file. Before purchase you can download a trial version of the scorecard. Customer Loyalty Estimation Balanced Scorecard Excel file contains a dashboard (see screenshots below), help information section, Balanced Scorecard details.
  • Purchase full version of Customer Loyalty Performance Indicators. Immediately after your order will be processed you will have a link to download Balanced Scorecard (BSC) Excel file and file in Balanced Scorecard Designer format.
  • Use Customer Loyalty scorecard online with BSC Designer Online system. This SaaS solutions provides world-wide access to scorecards with any web-browser.
  • It is necessary to start the design of KPIs with analysis of business problems, use Free SWOT Method Guide to perform this analysis. Check Balanced Scorecard Toolkit for scorecard designing instructions, download Key Risk Indicators (KRI) Toolkit for risk management.
More ideas on using Customer Loyalty KPI:

Managers working on subject of Customer loyalty are involved in devising ways to make customers keep coming back to the organization i.e. intensifying the brand name loyalty. This is about re-invention of their product portfolio so as to provide something ‘new’ and ‘better’ together with the original bundle of benefits. It is needed to keep up the value of customer retention, i.e. increase the number of repeat customers.

The idea occupies an essential place as ‘loyalty is what pays in tough times’, therefore one can refer to the loyal customer base as loyal patrons too. This is to say that when the external or internal environment do not allow expenditures to occur at same scale as before, then this lot of ‘loyal customers’ saves you of being rejected by the market.

Large enough pool of this category ought to be maintained by every company together with attempts for expansion too working at the same time. This ‘stickiness to the brand’ can be obtained by running loyalty programs and can be measured and sustained using a balanced scorecard for the purpose. One can spot the useful metrics, which have the potential for reflecting the growth track. The utility lies in that one can ‘calculate’ the steps at any and every instant. Further, the aim revolves around keeping the values well within the prescribed range and intervals.

Ending it all, by earning a group of loyal customers, it is possible to sail through trying times without suffering as much as your competitors, who are minus this category.

More useful information for Phone Evaluation:

Business Intelligence (BI) for Phone - measure performance with Customer Loyalty Scorecard for Excel

We have designed Customer Loyalty Balanced Scorecard (BSC) in MS Excel, so now you can measure and control your performance using this popular business tool. Download trial version right now.

Alignment with Balanced Scorecard and KPIs is a great way to control the performance of Phone.

In comparison to other business performance measure and control methods, alignment with KPI is much more easier to implement and use. Use Customer Loyalty scorecard to align business performance.

Why do I need these metrics?

MS Excel files that we distribute are a spreadsheets packed with metrics information and the performance calculation formulas.

It's a real-business information. We invested in research that involved experts from Phone Evaluation industry who elaborated and shared certain metrics. It's valuable, real-life experience which will help to improve the performance of your business.

  • I'm sure you understand the importance of measuring and controlling business using correct metrics, so this small investment will return in a great increase in sales.

  • To get a basic idea about what metrics to use. We learned a lot of business metrics and packed scorecard with the most successful.

  • To have a sample excel file, which is easy to modify to fit your needs. All Excel formulas are available for copy and change.

  • To start with measuring business performance. It's important to start with correct metrics, then you will be able to fulfill scorecard.

Customer Loyalty Estimation Balanced Scorecard Screenshots

This is the actual scorecard with Customer Loyalty Performance Indicators and performance indicators.

Metrics for Phone Evaluation. This is the actual scorecard with Customer Loyalty Performance Indicators and performance indicators. The performance indicators include: customer care perspective,training per employee,number of additional benefits provided,customer expectation meeting ratio,degree of offering’s personalization ratio,financial and process perspective,types of communication systems,fall in customers’ grievances redressal,roi jump,churn rate drop,feedback perspective,complaints decline,% drop in lapsed customer,number of software used for monitoring and analyzing the follow-ups,average repeat rate,customer loyalty assessment perspective,number of loyalty schemes run,‘highly profitable customer base’ expansion,number of tactics being employed for raising customer loyalty,frequency rate rise.

These indicators can be converted from text into the visualized view with BSC Designer strategy map function. Right now you can download trial version of Customer Loyalty Performance Indicators or purchase full version of this Balanced Scorecard. Also, it is possible to import this scorecard into web-based balanced scorecard (BSC) software - BSC Designer Online, so it will be accessible to you and your employees with any web-browser.

 
Some help information that explains how to interpret scorecard.
Some Balanced Scorecard help information that explains how to interpret scorecard. What scores and weights can be changed.

Download or purchase Customer Loyalty Estimation Balanced Scorecard

Right now you can download a trial version of Customer Loyalty Estimation Balanced Scorecard or purchase a full version online. Also, if you are interested you can subscribe to our e-course that helps a lot with Balanced Scorecard design.

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