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Customer Issue Log and Trend Tracker
Ready to print and use across your organization. Instant download after purchase.
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Each purchase is licensed to one organization for use in one LMS, with unlimited learners. By buying, you agree to the License Agreement and Terms of Use.
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About this tool
Log every customer issue in one place, then review it once a month to find the repeat problems worth fixing, with an Excel tracker that does the counting for you.
Who it is for
Service managers and customer service leads.
Small-business owners who hear about problems at the counter, on the phone and online.
Office, front desk and practice managers.
Operations staff who want to fix causes instead of handling the same complaint again and again.
The problem it solves
Most businesses solve customer problems one at a time and then forget them. When the same problem keeps coming back, no one sees the pattern, because the issues are spread across calls, emails, reviews and memories. This kit shows you what to log, how to sort issues into consistent categories, and how to run a short monthly review that turns the log into one or two real fixes each month. The Excel tracker counts issues by category and month, flags repeat customers and products, and charts the trend.
What is inside
How to use this kit (page 1; 1 page)
Copyright and License (page 2; 1 page)
Guide: logging issues and finding trends (pages 3 to 6; 4 pages)
Templates (pages 7 to 8; 2 pages)
Filled-in examples (pages 9 to 10; 2 pages)
Editable Word version of everything above (11 pages)
Excel issue tracker (issue log with drop-down lists and repeat flags, monthly summary that counts issues by category and month with two charts, review notes, editable category list, example data from a bike shop)
How to use it
Read the guide once. It takes about twenty minutes.
Adjust the categories in the Excel tracker to fit your business.
Log every issue on the day it happens, in the tracker or on the paper log.
Once a month, set the review month in the tracker and complete the monthly review worksheet.
Choose one or two fixes, name who will do each, and check next month whether they worked.
Formats and file types
Printable PDF (10 pages), US Letter.
Editable Word file (.docx, 11 pages) with the paper log and monthly review worksheet.
Excel workbook (.xlsx) with the issue log, monthly summary and charts, review notes and editable lists.
Frequently asked questions
Do I need Excel?
The tracker works in Excel and in most spreadsheet programs that open .xlsx files. If you prefer paper, the printable log and review worksheet cover the same steps.
How long does the monthly review take?
Thirty to sixty minutes for most small businesses. The tracker does the counting, so the time goes on reading the details and choosing fixes.
Will staff feel blamed?
The guide explains how to log facts rather than fault, and how to share results so that staff see the log leads to improvements.
One price, yours to keep. Licensed for use within your organization.