Excel-built customer journey map

[RockandGrohl]

Hi all,

We're spitballing some ideas at work and want to see a map of our customer journeys. We have 19 different product types and want to see how they travel from one product type to another, or stay within the same product type each booking.

I have no idea how to present this data in a non-garbled way. I was thinking of having several pillars with the product category, and then trendlines between the pillars that proportionally show where the customer has gone next. Any ideas if something like this is possible?

 

[DSCfromCFA]

G'day RandG,

Can you confirm my assumptions:
* You have numerous salse/support locations for the customers of your 19 product types
* Representatives visit these locations periodically and possibly in some sequence on a multi day, multi customer loop
* Representatives may concentrate on one or more product type per customer or journey
* You want to 'map' the representatives journey from customer to customer and show the product type(s) that were the basis of the visit

If those assumptions are correct, or correct enough, then you could do something with Conditional Formatting and Sorting that may help map it out.

Cheers

shane

 

[RockandGrohl]

Hi bud, sorry you're a bit off the mark. Forget about locations or reps, it's a business that sells products which can fall in to any one of 9 categories (technically 19 product types but they all fall into 9 product categories)

Customers can buy any product category, but they do tend to have a predicted path that we need to visualise.

 

[DSCfromCFA]

Well that just goes to show how far off track I can be!

This is something that you may achieve with Visio rather than Excel

Good luck,

shane