Data template

CSAT & NPS Analysis Template

Classifies survey responses into promoters, passives and detractors and reports NPS and CSAT overall, by segment, channel and month.

Sheets 4 Live formulas 244 File .xlsx · 17 KB Category Data Industry Customer support
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CSAT & NPS Analysis Template is a free Excel workbook: 4 sheets, 244 live formulas and realistic sample data throughout, 17 KB as .xlsx.

The formulas are printed on this page, unedited, so you can check the method before downloading anything. Swap in your own numbers and the whole file recalculates — which is the part no chat window can hand you. Opens in Excel, Google Sheets, Numbers and LibreOffice; no add-in and no macro.

A look inside

This is a real slice of the Responses sheet from the actual file — not a screenshot, and not a mock-up. Cells shown in violet are live formulas, exactly as they arrive.

#DateSegmentChannelNPS (0–10)CSAT (1–5)ClassSatisfied?
22026-03-04 00:00:00EnterpriseEmail95=IF(D2>=9,"Promoter",IF(D2>=7,"Passive","Det…=IF(E2>=4,1,0)
32026-03-06 00:00:00SMBPhone105=IF(D3>=9,"Promoter",IF(D3>=7,"Passive","Det…=IF(E3>=4,1,0)
42026-03-10 00:00:00EnterprisePhone33=IF(D4>=9,"Promoter",IF(D4>=7,"Passive","Det…=IF(E4>=4,1,0)
52026-03-14 00:00:00Mid-marketPhone95=IF(D5>=9,"Promoter",IF(D5>=7,"Passive","Det…=IF(E5>=4,1,0)
62026-03-19 00:00:00SMBChat43=IF(D6>=9,"Promoter",IF(D6>=7,"Passive","Det…=IF(E6>=4,1,0)
72026-03-26 00:00:00EnterprisePhone62=IF(D7>=9,"Promoter",IF(D7>=7,"Passive","Det…=IF(E7>=4,1,0)
82026-03-30 00:00:00EnterpriseChat74=IF(D8>=9,"Promoter",IF(D8>=7,"Passive","Det…=IF(E8>=4,1,0)
92026-04-04 00:00:00SMBPhone43=IF(D9>=9,"Promoter",IF(D9>=7,"Passive","Det…=IF(E9>=4,1,0)
Rows 2 onward of ‘Responses’. The workbook ships with sample data throughout so every formula has something to calculate the moment you open it.

What’s in the file

Start hereResponsesAnalysisTrend

What it explains

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<a href="https://www.datahubpro.co.uk/excel-templates/support-csat-nps-analysis">CSAT & NPS Analysis Template</a> — free Excel template from DataHub Pro

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