Customer Service and Support Regulatory Adherence KPI Dashboard in Excel

In the world of customer service, regulatory compliance is not optional—it’s essential. Whether it’s GDPR, financial regulations, or internal policy mandates, teams need a reliable way to track and report adherence. The Customer Service and Support Regulatory Adherence KPI Dashboard in Excel is a ready-to-use, no-code solution built for this purpose.

Designed for managers, compliance officers, and support teams, this Excel-based dashboard lets you monitor all your key compliance metrics in one place—with intuitive visuals, automated tracking, and customizable inputs.

💡 Key Features of the Regulatory Adherence KPI Dashboard

🏠 Home Sheet – One-Click Navigation

• 6 navigation buttons to jump between sheets

• Makes movement across the dashboard seamless

📊 Dashboard Sheet – Live Compliance Snapshot

• Dropdown month selector at D3

• Displays MTD & YTD Actual, Target, and Previous Year (PY) values

• ✅ Up/down arrow formatting for instant performance visualization

• Highlights compliance gaps at a glance

📈 KPI Trend Sheet – Performance Over Time

• Select a KPI at C3 to view:

  • KPI Group, Unit, Type (UTB/LTB), Formula, and Definition

• Trend charts for MTD and YTD values across months

• Spot patterns and fluctuations instantly

🧾 Actual Numbers Input Sheet – Real Data Entry

• Enter MTD and YTD data

• Cell E1 allows setting the financial year’s starting month

• Drives all charts and dashboards automatically

🎯 Target Sheet – Define Goals

• Set MTD and YTD targets for every KPI

• Linked directly to dashboard metrics for accuracy

📁 Previous Year Numbers – Track Growth

• Input PY data for year-over-year analysis

• Useful for audit comparisons and long-term improvement

📘 KPI Definition Sheet – Standardized Logic

• Define KPI name, group, unit, formula, and short explanation

• Ensures consistency and clarity across the team

📦 What’s Inside the Regulatory KPI Dashboard Package?

Your download includes:

✅ 7 Prebuilt Excel Worksheets
✅ Dashboard Page with Automated Conditional Formatting
✅ Trend Charts for KPI Progress
✅ Editable KPI Definitions
✅ Input Sheets for Actual, Target, and PY Data
✅ Drop-Down Month Selector
✅ Visuals Built with Native Excel Tools (No Macros Needed)

Built entirely in Excel, this tool is fully customizable and easy to use, even for non-technical users!

🛠️ How to Use the Product

1. 📥 Download the Excel file

2. 📘 Define your KPIs in the KPI Definition sheet

3. 🎯 Set goals in the Target Sheet

4. 🧾 Enter actuals each month in the Input sheet

5. 📁 Add PY numbers for comparison

6. 🔄 Choose a month from the Dashboard drop-down

7. 📊 View instant KPI visuals and trends

You’re now ready to monitor compliance performance—month after month!

👥 Who Can Benefit from This Dashboard?

👨‍💼 Customer Service Managers – Ensure teams meet SLA and regulatory goals
🔎 Compliance Officers – Maintain audit-ready documentation
📊 Support Analysts – Track month-over-month improvement
💬 Operations Heads – Identify weak spots and correct issues early
🏢 Enterprises and SMBs – Easily adapt to different compliance frameworks

Whether you’re a solo analyst or part of a large support team, this tool fits your workflow.

🔗 Click here to read the Detailed blog post

🎥 Visit our YouTube channel to learn step-by-step video tutorials

👉 YouTube.com/@PKAnExcelExpert

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