Inside This Playbook

    1. 📒 1.1 What Dashboards Are (And Aren't)

      FREE PREVIEW

    2. 📒 1.2 Why CX Dashboards Fail (And How to Fix It)

    3. 🧠 1.3 What Dashboards Are (And Aren't)

    4. ✔️ 1.4 Knowledge Check

    1. 📒 2.1 The Anatomy of a Great Dashboard

    2. 📒 2.2 Choosing the Right Chart for the Metric

    3. 📒 2.3 Bringing It All Together: Wireframing Your Dashboard

    4. 💼 2.4 How Instacart Built Actionable Dashboards That Drove 90%+ CSAT

    5. 🧠 2.5 From Components to Clarity—Designing Dashboards That Drive Action

    6. ✔️ 2.6 Knowledge Check

    1. 📒 3.1 Building Dashboards That Drive Action

    2. 📒 3.2 Common Dashboard Mistakes and How to Avoid Them

    3. 📒 3.3 How to Tell a Story With Your Data

    4. 🧠 3.4 Turning Dashboards Into Decision Engines

    5. ✔️ 3.5 Knowledge Check

    1. 📒 4.1 From Data to Decision: Building Your Dashboard Story

    2. 📒 4.2 Practice Makes Powerful: Drafting Your First Decision-Making Dashboard

    3. 📒 4.3 Closing the Loop: Refining, Sharing, and Driving Action from Your Dashboard

    4. 💼 4.4 Enhancing Customer Satisfaction Through Data-Driven Dashboards at a Leading Biotech Firm

    5. 🧠 4.5 From Metrics to Movement—Crafting Your Strategic Dashboard

    6. ✔️ 4.6 Knowledge Check

    1. 📒 5.1 Building a KPI-Driven Strategy From Your Dashboard

    2. 📒 5.2 Presenting Your Dashboard and Strategy to Stakeholders

    3. 📒 5.3 Sustaining Momentum and Driving Continuous KPI Improvement

    4. 💼 5.4 Transforming Dashboard Insights into Strategic Action at Incyte Switzerland

    5. 🧠 5.5 Continue Crafting Your Strategic Dashboard

    6. ✔️ 5.7 Knowledge Check

    1. 📒 6.1 Summary of Key Learnings

    2. 📖 6.2 Download Your Workbook

About this course

  • $149.00
  • 29 lessons
  • 0.5 hours of video content

FAQ

  • Do I really get to keep the playbook forever?

    Yes. Once you download a playbook, it’s yours for life — even if your access window ends.

  • How fast can I complete a playbook?

    Most leaders finish in under 2 hours, but you may be able to go faster. The goal is for you to quickly absorb the concepts and apply them immediately. They’re designed for busy CX leaders who want quick wins, not long lectures.

  • What if I buy one playbook and later want All-Access?

    No problem — we’ll credit your single playbook purchase toward your All-Access Pass.

  • What’s included in the All-Access Pass?

    Every current playbook, every new release for the year (rolling 12 month period), and all certification tracks. Plus, you can download and keep them all.

  • Are these playbooks for individuals or teams?

    Both. Many managers and directors start individually, then expand access for their team to scale faster.

  • Do you offer refunds?

    If the playbook isn’t what you expected, reach out within 7 days and we’ll do everything we can to make it right. Once a playbook has been downloaded, refunds aren’t available since you’ve already unlocked its value — but we’ll work with you to find a creative solution, whether that’s credit toward another playbook or helping you get the most out of what you purchased.

  • How do I know which playbook is right for me?

    Start with the Playbook Match quiz — it takes one minute and points you to the best fit for your role and goals. https://www.cxcollectiveadvantage.com/match