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Introducing My New Excel Templates for WFM, Customer Service, and General Data Analysis

Writer: YannickYannick


Preview of basic WooCommerce Order Dashboard
WooCommerce Basic Dashboard

I'm excited to announce a brand-new addition to my offerings: Excel templates designed for Workforce Management (WFM), Customer Service, and general data analysis! These templates are specifically created to help businesses streamline their processes and make data-driven decisions with ease. Whether you're tracking customer service metrics, optimizing your workforce, or diving into general data analysis, these templates are here to save you time and enhance your workflows.


1. Why Excel Templates?

Excel has been a go-to tool for businesses for years, and for good reason. It’s flexible, accessible, and powerful when used right. These new templates are designed with that in mind—they’re easy to use, customizable, and packed with features that make complex data analysis simple. My goal is to provide you with templates that transform your data into actionable insights without needing advanced technical skills.


Preview of Queue KPI dashboard
Queue KPI dashboard


2. New Workforce Management Templates

Workforce Management is all about balancing the right number of agents with the right skills to meet service level goals. My new WFM templates cover everything from forecasting to performance tracking. Key features include:

  • Forecasting and capacity planning tools

  • Agent performance dashboards


These templates allow you to optimize your workforce in just a few clicks, ensuring you're always on top of key metrics.


3. New Customer Service Templates

Tracking and improving customer service performance is crucial for maintaining satisfaction and loyalty. These new templates help you measure what matters most:

  • First response time, resolution time, and customer satisfaction (CSAT) tracking

  • Call volume and channel-specific analysis

  • Cross-functional performance tracking


These templates are designed to empower your customer service team to be more efficient and deliver exceptional customer experiences.


4. New General Data Analysis Templates

For businesses that need to dive into a broader range of data, I’ve created general data analysis templates. These templates are perfect for:

  • Financial performance and trend analysis

  • Sales and marketing reporting

  • Dashboards for high-level data visualization


They’re customizable and versatile, making them useful for a variety of industries and business types.


5. Why 'Pay-What-You-Want'?

I’m offering these new Excel templates at a 'Pay-What-You-Want' pricing model, starting at just $6 for the basic ones, and simple calculators will start at 0$, because I want to make them accessible to as many businesses as possible. You can choose what fits your budget while still getting the full value these templates offer. Whether you're just starting or looking for ways to improve your existing workflows, these templates will make your job easier.


6. Ready to Get Started?

Explore the templates now and choose what works best for you on my Ko-fi page. And if you’re looking for something more tailored to your specific needs, feel free to contact me to discuss custom solutions.


Conclusion:

These Excel templates are my way of helping businesses like yours leverage data in a smarter way. With a focus on Workforce Management, Customer Service, and general data analysis, these tools will save you time, improve your processes, and help you make better decisions. I'm excited for you to try them out and see how they can transform your data into insights.

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