Building the dashboard- Stage 1: Determine
In the Determine stage of the dashboard building approach, you determine the target users and objectives of the dashboard. You also identify the data needed to build the dashboard in this stage.
The target audience of this dashboard is the customer success teams in the company. Customer churn is an organizational problem and various departments such as marketing, sales, production, and support have a stake in it. However, the central customer success department is responsible for increasing customer satisfaction, decreasing churn, and driving product adoption.
The purpose of the dashboard is to depict the churn metrics for the last 24 months and help identify potential causes of customer loss. The questions that the target audience aims to answer with this dashboard include the following:
- At what rate do customers leave the company?
- What revenue loss has been incurred?
- When do customers leave the company concerning...
