Tracking customer experience in your R&D process just got easier! With the Technology R&D Customer Experience Calendar in Excel, you can organize events, feedback loops, and project milestones—all in one place. Designed specifically for tech-driven research and development teams, this smart Excel-based tool ensures you stay aligned with both timelines and customer expectations.
From testing sessions to feedback reviews, this ready-to-use template gives your team full control over customer-centric planning without the need for expensive software. It’s interactive, intuitive, and built to work the way your R&D team does.
Key Features of Customer Experience Calendar
Home Sheet – Your Navigation Dashboard

-
Quick buttons to jump to:
Annual View
Monthly View
Daily View
Events Sheet
-
No scrolling, no searching—just click and go.
Annual View Sheet – Year-at-a-Glance Planning
-
Full 12-month calendar with dropdown selectors for Year, Month, and Week Start Day
-
Highlight specific days (e.g., weekends, important events)
-
Choose from 5 built-in color themes to match your team or brand
-
Functional Buttons:
Add New Event
Show Event (by selected date)
Monthly View Sheet – Focused Month Planning
-
Select any Month and Year
-
Visual cue if multiple events are scheduled on a single day
-
Add or view events for selected dates instantly
Daily View Sheet – Detailed Range Filter
-
Input Start and End Dates
-
Click “Refresh” to view all events in that range
-
Great for reviewing customer sessions, test cycles, or feedback windows
Events Sheet – Your Centralized Event Database
-
Auto-generated IDs for every entry
-
Columns: Date, Day, Event Name, Time, Location, Description
-
Button Actions:
Add New Record
Update Existing Record
Delete Record
What’s Inside the Calendar Template
5 Interactive Worksheet Tabs
-
Home Sheet – Navigation Hub
-
Annual View – Yearly Calendar with Color Themes
-
Monthly View – Month-Based Calendar with Quick Access
-
Daily View – Filter Events by Custom Date Range
-
Events Sheet – Core Database with Add, Edit, Delete buttons
Everything updates automatically—no manual linking required!
How to Use the Customer Experience Calendar
Step 1: Go to Any View
Use the Home Sheet buttons to jump to Annual, Monthly, or Daily View.
Step 2: Add New Event
Click “Add New Event,” complete the form (Date, Time, Event, Location, Description), and submit.
Step 3: Track Events by Day or Range
Use Monthly or Daily View to check current or upcoming customer-focused activities.
Step 4: Update or Remove Events
Head to the Events Sheet, select the ID, and click Update or Delete as needed.
Who Can Use This Calendar?
R&D Teams – Log testing schedules, product feedback loops, and iteration milestones
Customer Success Managers – Track every customer touchpoint and meeting
Product Managers – Align product timelines with customer reviews
Marketing Teams – Plan communication campaigns around customer sessions
Quality Assurance Teams – Sync test events with live customer data
Even if you’re not in tech, this calendar is flexible enough for use across HR, sales, marketing, and admin teams too.
Customization Options
Change the color theme to match your brand
Highlight high-priority event days (like launches or customer demos)
Add new columns like Owner, Priority, or Status
Use comments or notes for additional context
Share on cloud for team collaboration
You can also integrate this with other systems by exporting the Events Sheet as a .CSV or linking with Power BI for advanced reporting.
Click here to read the Detailed blog post
Visit our YouTube channel to learn step-by-step video tutorials
Reviews
There are no reviews yet.