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 How to Use This Template:

This worksheet contains pre-made

calculator templates for you to
determine your key customer
service, support, and satisfaction
metrics.

Once you go through and complete

all the tabs, make sure you revisit
this workbook every week, month,
or quarter to see how your business
is improving in its customer
service efforts.

ith You
r premium editions.
Net Promoter Score (NPS)

NPS, short for net promoter score, is a metric that calculates how likely a customer is to recomm
passives, and detractors you have, and enter those numbers in the cells below (i.e. if 12 responde
promoters). The percentage of detractors is subtracted from the percentage of promoters to give
What is NPS? suggests you need to make improvements for a better customer experience.

To get the raw data, send out a survey to existing customers, asking them to rate how likely they
How to Get Data colleague.

Read More Here https://blog.hubspot.com/service/what-is-nps

Promoter (9 & 10) 1

Passive (7 & 8) 1
Calculator Detractor (0-6) 1
Total Responses 3
NPS Score 0
ikely a customer is to recommend your company or product. Count the number of promoters,
ells below (i.e. if 12 respondents gave you a 10 and 30 gave you a 9, you would have 42
centage of promoters to give an NPS. Anything above zero is good, while anything below zero
perience.

g them to rate how likely they would be to recommend your product or service to a friend or
Customer Acquisition Cost (CAC)

Customer acquisition cost, or CAC, is the amount of money spent on sales and marketing require
spend and dividing it by the number of new customers. Companies can calculate CAC for a given
What is CAC? marketing tactics and strategies. A lower CAC is better, as it suggests your marketing and sales te

Read More Here https://blog.hubspot.com/service/customer-acquisition

Amount Spent on Sales & Marketing $ 500.00

Calculator New Customers Acquired 1
Customer Acquisition Cost $ 500.00
pent on sales and marketing required to close a deal. It is calculated by summing a company's total sales and marketing
anies can calculate CAC for a given time period or all time,and is helpful to compare the effectiveness of different
uggests your marketing and sales teams are efficient and properly scaled.
al sales and marketing
eness of different
Customer Lifetime Value (CLV)

Customer lifetime value equates to revenue an average customer will provide a company before t
What is CLV? to calculate CLV, but for our purposes, we'll be using the simple CLV formula to multiply averag

Read More Here https://blog.hubspot.com/service/how-to-calculate-customer-lifetime-value

Average Annual Revenue Per Customer $ 100,000.00 Per Year

Calculator Average Lifetime of Customer 5 Years
Customer Lifetime Value $ 500,000.00
will provide a company before they discontinue their patronage. There are a few different equations used
LV formula to multiply average annual revenue by the average lifespan of a customer.
CAC-to-CLV

This metric compares the customer's acquisition cost to the revenue that customer will pro
they start contributing profit to the company. Support leaders can use this information to d
What is CAC-to-CLV? is the case.

Refer to the metrics calculated on the previous two tabs, which will be entered on this tab
How to Get Data manually if you have them recorded.

Read More Here https://blog.hubspot.com/service/saas-metrics

Customer Acquisition Cost $ 500.00

Calculator Customer Lifetime Value $ 500,000.00
CAC-to-CLV $ 499,500.00
nue that customer will provide over time. It helps businesses know if customers churn before
n use this information to discover if they need to invest more in customer support tools if this

will be entered on this tab if they've already been determined. You can also enter the numbers
Customer Satisfaction Score (CSAT)
Similar to NPS, customer satisfaction score (CSAT) measures how happy your customers are. En
What is CSAT? appear in the labeled cell. If you run a survey from 1-5, 1-7, etc., leave the cells outside the range

How to Get Data Run a survey asking customers how satisfied they are on a sale from 1 to up to 10.

Read More Here https://blog.hubspot.com/service/customer-satisfaction-score

Score Number of Responses

1 5 5
2 3 6
3 1 3
4 8 32
5 3 15
Calculator 6 4 24
7 2 14
8 7 56
9 6 54
10 3 30
Total 42
CSAT 5.7
y your customers are. Enter how many responses each option recieves, and the CSAT will
he cells outside the range of the scale blank

o up to 10.
Customer Effort Score (CES)

Customer effort score (CES) is a metric to show how much effort was required from customers t
they're looking for. A low CES might suggest customers take a lond time to find the recources th
What is CES? need a knowledge base for easy problem-solving documentation to be stored.

You can prompt CES surveys on customer training/documentation pages, after support phone ca
How to Get Data emails.

Read More Here https://blog.hubspot.com/service/customer-effort-score

Score Number of Responses

Very Difficult 3 3
Difficult 3 6
Neither 2 6
Calculator
Simple 5 20
Very Simple 4 20
Total 17
CSAT 3.2
uired from customers to solve a problem and/or find information
o find the recources they need, indicating your company may
ed.

after support phone calls, on chatbots, or in customer support

Customer Retention Rate
Retention rate is a metric used to see how many customers have stopped coming to your
What is Retention Rate? churn rate is good – that means you're keeping most of your clients and customers happy

How to Get Data Choose a specific period of time – one year, one month, all time, etc. – and be consistent

Read More Here https://blog.hubspot.com/service/customer-retention

Customers at the Start of the Period 100

Customers at the End of the Period 90
Calculator
New Customers Acquired in the Period 5
Customer Retention Rate 85%
stopped coming to your business or have cancelled their membership, subscription, or patronage. A low
nts and customers happy.

etc. – and be consistent in entering the metrics from that time for accuracy.
Revenue Churn
What is Revenue Churn? Revenue churn reveals how much revenue was lost in a given period. For subscription-b

How to Get Data Choose a specific period of time – one year, one month, all time, etc. – and be consisten

Read More Here https://blog.hubspot.com/service/customer-retention-metrics

Starting MRR or ARR $ 100.00

Ending MRR or ARR $ 300.00
Calculator
Total New ARR $ 100.00
Total Revenue Churn -3
ven period. For subscription-based companies, this is an important metric to calculate.

l time, etc. – and be consistent in entering the metrics from that time for accuracy.
First Contact Resolution
First Contact Resolution Rate highlights how often support cases are closed on their first attempt
What is FCR? have a negative impact on customer satisfaction, so getting this number as close to 100% as poss

How to Get Data Choose the amount of tickets/incidents from a specific period of time – one year, one month, all t

Read More Here https://blog.hubspot.com/service/customer-support-team

Total Tickets Closed, Including Those Reopened

Total Tickets Reopened
Total Incidents, Including Resolved, Reopened, and Unresolved
First Contact Resolution Rate

Home
s are closed on their first attempt. If a case is not resolved quickly, or if a customer needs to revisit the problem, it could
number as close to 100% as possible should be a top priority for support.

time – one year, one month, all time, etc. – and be consistent in entering the metrics from that time for accuracy.

0
0
0
#DIV/0!
it the problem, it could

me for accuracy.
Average Ticket Time
Average ticket time looks at how long it takes for a customer's complaint, request, or question to
What is Average to help find this number is labor hours, which can vary drastically pending on if your employees
Ticket Time? time frame that works best to accurately gauge how many tickets are resolved in a given time per

Read More Here https://blog.hubspot.com/service/customer-support-team

Full Time Daily

Employees Number of Tickets Resolved Today

Number of Employees Resolving Tickets

Daily Hours Worked by Each Employee

Total Hours Worked 0

Average Ticket Time #DIV/0! minutes

Part Time Daily

Employees Number of Tickets Resolved Today

Total Support Labor Hours on This Day

Average Ticket Time #DIV/0! minutes

Home
nt, request, or question to be addressed accordingly. One of the most important metrics
ng on if your employees in customer service work different hours. Below, choose the
olved in a given time period.

Weekly
Number of Tickets Resolved This Week

Number of Employees Resolving Tickets

Weekly Hours Worked by Each Employee

Total Hours Worked This Week 0

Average Ticket Time #DIV/0! minutes

Weekly
Number of Tickets Resolved This Week

Total Support Labor Hours This Week

Average Ticket Time #DIV/0! minutes

Annually
Number of Tickets Resolved This Year

Number of Employees Resolving Tickets

Weekly Hours Worked by Each Employee

Total Hours Worked This Year 0

Average Ticket Time #DIV/0! minutes

Annually
Number of Tickets Resolved This Year

Total Support Labor Hours This Year

Average Ticket Time #DIV/0! minutes