CS Team Management

Dashboard for the executive team to provide insights into team metrics

Overview

Dashboard for the executive team to provide insights into team metrics like CSM workload, Renewals, Risk CTA’s, NPS Scores, Customer Health, Activity, etc.

  • Understand team performance, workload, activity, etc.
  • Monitor customer health, sentiment, and stages from a single place
  • Executive teams can monitor, track, and act on risks
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Included Assets

  • Dashboards (1) – Dashboard for the executive team to provide insights into team metrics like CSM workload, Renewals, Risk CTA’s, NPS Scores, Customer Health, Activity, etc.
  • Reports (16) – Automated reports including CTAs, Renewals, Health Scores, NPS, and more.