CSM Performance Dashboard
Enables CSM Managers to get insights on all customer success activities and measure productivity of their teams
Overview
Out-of-the-box Dashboard solution that will enable CSM Managers to get insights on all customer success activities and measure productivity of their customer success teams.
- Track activities of your CSM teams across key productivity features in Gainsight such as Timeline, Call to Actions and Success Plans.
- With a set of Out-of-the-box reports and dashboard, monitor the effectiveness of your team’s work. You will be able to get a summary of key performance indicators (KPIs) and drill down into specific metrics such as # of CTA’s closed by CSM’s, Total timeline entries by CSM etc.
- Monitor workload of CSM’s overtime and take effective staffing decisions and identify possible areas of improvement within your team.
Included Assets
- Dashboards (1) – Easily measure the productivity of your customer success team
- Reports (14) – A wide array of prebuilt reports to track CSM activities, ownership, and tasks
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Products
Platform
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Solutions
- Healthcare
- Education
- Security
- Customer Success Teams
- Product Experience Teams
- Product Adoption
- Gainsight Essentials
Industries and Teams
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Resources
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Gainsight