CSM Dashboard

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.