CRM Scorecard
The CRM scorecard was designed as a universal scorecards, giving businesses a possibility to evaluate the performance of Customers Relationship in the company.
KPI Name: Customer Relationship Balanced Scorecard Metrics
Related KPIs: Call-Center, Help Desk, Interactive Voice Response, Customer Profitability, Customer Profiling, Customer Value, Customer Conversion, Customer Loyalty
Customers also viewed: Knowledge Management Metrics Pack | Marketing Research
Sample reports:
Some reports were generated with Balanced Scorecard Designer for the Customer Relationship Balanced Scorecard Metrics KPI to show both – Balanced Scorecard Designer functionality and a part of KPI content:
- Check Overview KPI Report sample.
- Check Full HTML Scorecard Report sample.
- Check Diamond Style Report sample.
Balanced Scorecard Designer Screenshot:

The Balanced Scorecard Designer software was used to create this KPI.
Description by authors:
Customer segmentation is a critical means of customer evaluation. It is no secret that not all customers have similar value for a business. For survival and prosperity sake businesses have to make a choice and invest money and effort into building strong relationships with those clients that will bring affluence and success to the company.
However, in spite of all endeavours something may still go wrong and the most promising customers may turn into passive or even dissatisfied clients. Then it is time for your recovery policy to prove its efficiency. If your company can turn dissatisfied or passive customers into delighted and happy clients, if it can cipher out discontentment at its early stages then you can kick-start profitable relationships with your customers anew.
KPI in Excel – Screenshot:
