Customer Trust Dashboard Skill
When to Use
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Tracking impact of communications, outages, or policy changes on customer trust.
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Preparing exec/regulator updates on sentiment, complaints, and remediation status.
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Coordinating GTM, support, and risk teams on follow-up actions.
Framework
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KPI Stack – sentiment, NPS, complaint volume, escalation stage, resolution SLA, refund exposure.
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Segmentation – audience (retail, SMB, enterprise), geography, channel, product.
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Signal Sources – support tickets, surveys, social monitoring, regulator portals, payments data.
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Alerting Rules – thresholds, triggers, routing to comms/legal/risk teams.
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Action Register – log remediation tasks, owners, due dates, and status for transparency.
Templates
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Dashboard layout with hero metrics, drill-down tabs, and commentary sections.
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Incident log sheet tied to metrics for root-cause tracking.
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Weekly trust report template for leadership + regulator sharing.
Tips
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Blend quantitative trends with qualitative excerpts for context.
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Keep a “regulator ready” version with evidence attachments and approvals.
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Pair with manage-trust-communications and review-financial-campaign outputs.