CSM Dashboard

Focus your CSMs on operational execution and customer outcomes.

Overview

Focus your CSMs on operational execution and customer outcomes. Use the dashboard to create a structured agenda for CSM 1-on-1s, and to empower CSMs to quickly review their customer portfolio each morning as they craft their plan for the day.

  • CSM activities that contribute to team KPIs.
  • Charts of open CTAs direct CSM action towards the most urgent tasks.
  • Quickly refer back to recent actions through closed CTAs and Timeline activities.
  • Take action on customer risk, as revealed through health scores, new NPS survey responses, and risk CTAs.
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Included Assets

  • Dashboards (1) – CSM Dashboard to drive 1-on-1s with managers
  • Reports (9) – Automated reports for CTAs, sentiment trending, and NPS detractors