Are you ready to transform how you work with data? At CX Orbit, I've created Excel templates. They help WFM, customer service, and data analysis professionals optimize their operations. I designed these templates, on my Ko-fi shop, to simplify complex processes, reduce manual effort, and provide insights.
Why CX Orbit's Excel Templates?
Ease of Use: Each template focuses on usability. Whether you're a seasoned Excel pro or a beginner, you'll find the tools intuitive. They have clean layouts, user-friendly slicers, and preconfigured formulas.
Customization Available: Need something extra? If the templates don’t fit your exact needs, I can help customize them for your business. Just drop me an email at consult@cxorbit.net.
Budget-Friendly Pricing: Many templates have free basic versions. They are accessible to everyone. Of course, tips are welcome. They support further template development and growth.
Explore the Excel Templates
1. WooCommerce Sales Analysis Template
This template is perfect for WooCommerce store owners who want to understand their sales data at a glance.
Track Key Metrics: Get Month-over-Month (MoM) sales trends to identify growth patterns.
Payment Insights: Break down preferred payment methods by country to fine-tune your offerings.
Order Status Analysis: See which orders are completed, pending, or canceled. It provides a country-level breakdown.
Interactive Visuals: Use slicers to filter by time periods, countries, or payment methods.
This template saves hours of manual data wrangling, allowing you to focus on growing your business.
2. Workforce Management Templates
If you manage shifts, capacity planning, or workforce optimization, these templates are built for you.
Capacity Planning Made Easy: Use preconfigured formulas to plan staffing. They calculate the needed levels based on expected demand.
Shift Scheduling: Assign employees to shifts, with clear overviews. Balance workloads and ensure adequate coverage.
Interactive Dashboards: Quickly analyze performance with metrics like adherence, occupancy, and shrinkage.
3. Customer Service Analytics Template
Customer service data can be overwhelming, but this template makes it manageable:
Response Time Metrics: Analyze how long it takes your team to respond to inquiries and meet SLAs (Service Level Agreements).
Customer Satisfaction Tracking: Monitor CSAT scores to understand how happy your customers are.
Ticket Analysis: Break down ticket volumes by category, resolution time, and agent performance.
This template helps you identify bottlenecks and improve overall customer service efficiency.
4. Invoice Generator and Tracker Template (Basic and Premium Versions)
Managing invoices manually can be tedious, but this template automates the process:
Generate Invoices Instantly: Enter customer and invoice details. The template will then create a professional invoice.
Payment Tracking: Know which invoices are unpaid or overdue at a glance.
Built-In Overdue Calculator: Automatically calculates how late a payment is and flags overdue invoices.
Premium Version: Includes an integrated tracker that auto-updates when invoices are generated. Paid invoices automatically populate payment dates and calculate late payments.
This tool is ideal for freelancers, consultants, and small businesses who want to streamline financial operations.
What’s Coming Next?
I’m constantly working on new templates and features, including real-time monitoring tools and more advanced WFM dashboards. Follow me on Ko-fi to stay updated or request a specific template for your business.
Ready to Get Started?
Take control of your data and boost your productivity with CX Orbit templates. Visit my Ko-fi shop to explore the full range, or contact me at consult@cxorbit.net for custom solutions.
Empower your workflows with tools that provide clarity in data and power in planning. Let’s orbit toward efficiency together!
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