Video Tutorial Overview

Introduction

• Welcome to Other Levels
• Learn how to create a service level management dashboard using Microsoft Excel
• Full video tutorial available to channel members
• Template available at other-level.com

Key Steps in Creating the Dashboard

Formatting the Dashboard

• Note font formats and styles for different dashboard parts

KPI Values

• Create pivot tables using the dataset
• Insert menu > Pivot table
• Steps to input and format KPI values
  • Use Feedback ID in values field, change to Count
  • Implement IFERROR for error handling

Dashboard Data Integration

• Text box insertion from the Insert menu
• Reference pivot table values through Formula bar
• Last update date and comments referenced via formulas

Pending Cases Calculation

• Create pivot tables for case status
• Use VLOOKUP function for specific cases

Current Cases Status

• Create a donut chart for case status
• Insert stage in rows and values field
• Calculate percentage and insert donut chart

Resolved Cases Analysis

• Create monthly resolved cases table with pivot table
• Highlight maximum and minimum months using Max and Min formulas
• Clustered column chart insertion

Banking Status

• Create a pie chart for banking status
• Insert banking status in rows and values field
• Highlight main branches and online banking

Customer Type

• Insert customer icons from the Insert menu
• Use VLOOKUP for customer values in pivot table

Analysis per Region

• Insert SLA and CSAT into values field, change to percentage
• Create summary for dashboard reference
• Use online map image for regional view

Feedback Analysis

• Create pivot table for feedback type
• Monthly feedback values using feedback type and month fields
• Display feedback count and percentage using VLOOKUP

Conclusion

• Tutorial available via channel membership
• Purchase template from other-level.com
• Thank you message and video end notes.