💡 Introduction: Want to Track Customer Satisfaction the Smart Way?

If you’re dealing with customer feedback, you’ve probably heard of NPS — Net Promoter Score. It’s a powerful metric that tells you how loyal your customers really are. But tracking NPS over time, by team, or across regions can get messy without the right tools.

Enter the Excel NPS Dashboard: simple, visual, and dynamic — and the best part? You don’t need any complex coding or VBA! In this post, I’ll walk you through how to build a fully functional, interactive NPS dashboard using just pivot tables, pivot charts, slicers, and timelines in Excel.

Whether you’re a beginner or an Excel enthusiast, you’ll love how easy and flexible this setup is.

🎥 What You’ll Learn From the Video

In the YouTube video, I share exactly how to create a high-impact Excel dashboard to analyze NPS data with:

• Dynamic pivot tables and charts
• Slicers to filter by representative, country, or service type
• Timelines for time-based insights
• Calculated fields to compute the actual NPS score inside the pivot table
• Clean, professional chart formatting tips
• And more!

💬 “I’ve been the go-to Excel guy for over 10 years, and this is one of the most fun dashboards to build.”

📁 What You Need Before You Start

To follow along, you’ll need:

• A dataset with at least these columns:
  • Customer Rep
  • Customer Name
  • Classification (Promoter, Passive, Detractor)
  • Survey Completion Date
  • Country or Region
  • Type of Service

✅ Tip: Make sure your date column is formatted properly — this is key for using Excel’s Timeline filters.

🧱 Step-by-Step: How to Build Your NPS Dashboard

Here are the major steps you’ll follow in the tutorial (and in the template):

1️⃣ Prepare Your Data

• Add calculated columns (e.g. Promoter = 1/0, Detractor = 1/0)
• Add a helper column like AnyQuantity to filter blank rows

2️⃣ Create Pivot Tables

• Use entire columns when inserting pivot tables (saves time later)
• Use calculated fields to compute the NPS:
  NPS = (% Promoters - % Detractors)

3️⃣ Build Pivot Charts

• Choose your favorite chart types (e.g. column, line, combo)
• Clean up chart layout and design (hide filters, add titles)

4️⃣ Add Slicers and Timelines

• Slicers = filter by category (e.g. Customer Rep, Country)
• Timelines = filter by time (month, quarter, year)

5️⃣ Move It All Into a Dashboard Sheet

• Place charts on a separate “Dashboard” sheet
• Keep pivot tables hidden but linked
• Maintain space between pivot tables to avoid overlap errors

📸 Optional Screenshots or Key Visuals

Here’s a preview of what your dashboard could look like:

• 4 dynamic charts: NPS by Rep, Country, Date, and Service Type
• 2 slicers: by Rep and Country
• 2 timelines: by Month and Year
  (Consider inserting screenshots of your template here)

🛒 Get the Template

Want to skip the setup and jump right into insights?

👉 Download the NPS Dashboard Template (Excel)
Perfect for managers, analysts, freelancers, and small businesses who want fast, reliable insights without building from scratch.

NPS Dashboard Template

🙌 Final Thoughts

Tracking NPS is critical for understanding customer satisfaction—and Excel makes it easier than ever. Whether you’re working in a small business or reporting to stakeholders, this dashboard helps turn feedback into actionable insights.

If you found this helpful, don’t forget to check out the full tutorial video and subscribe for more Excel magic!

📺 Watch the Full Tutorial: