SKILL

Customer Trust Dashboard

Reporting framework for monitoring trust, sentiment, and regulator-facing KPIs.

Published by @gtmagents·0 agent reads / 30d·0 saves·

Customer Trust Dashboard Skill

When to Use

  • Tracking impact of communications, outages, or policy changes on customer trust.
  • Preparing exec/regulator updates on sentiment, complaints, and remediation status.
  • Coordinating GTM, support, and risk teams on follow-up actions.

Framework

  1. KPI Stack – sentiment, NPS, complaint volume, escalation stage, resolution SLA, refund exposure.
  2. Segmentation – audience (retail, SMB, enterprise), geography, channel, product.
  3. Signal Sources – support tickets, surveys, social monitoring, regulator portals, payments data.
  4. Alerting Rules – thresholds, triggers, routing to comms/legal/risk teams.
  5. Action Register – log remediation tasks, owners, due dates, and status for transparency.

Templates

  • Dashboard layout with hero metrics, drill-down tabs, and commentary sections.
  • Incident log sheet tied to metrics for root-cause tracking.
  • Weekly trust report template for leadership + regulator sharing.

Tips

  • Blend quantitative trends with qualitative excerpts for context.
  • Keep a “regulator ready” version with evidence attachments and approvals.
  • Pair with manage-trust-communications and review-financial-campaign outputs.

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