PDF Template
Monthly Voice of Customer Summary
A concise executive summary showing month-over-month trends, velocity indicators, and this month's focus areas.
What's Included
Section 1: Metrics Snapshot
- NPS, CSAT, CES current scores
- Month-over-month change arrows
- Response volume this month
Section 2: Velocity Indicators
- Themes trending UP (getting worse)
- Themes trending DOWN (improving)
- New emerging themes this month
Section 3: This Week's Top Issues
- Top 3 negative drivers this week
- Urgency-flagged items
- Recommended immediate actions
Section 4: Biggest Strengths
- Top 3 things customers love
- Customer quotes to share internally
- "Double down" recommendations
Preview: Monthly Summary
January 2026
42 +3
NPS Score
4.2 -0.1
CSAT
847↑ 12%
Responses
Trending Up (Watch)
- • "Mobile crashes" (+15 mentions)
- • "Slow support" (+8 mentions)
Trending Down (Improving)
- • "Pricing confusion" (-12 mentions)
- • "Onboarding friction" (-6 mentions)
Perfect For
Leadership meetings
Brief executives on CX status
Sprint planning
Prioritize based on velocity
Board reports
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