Dashboard
Dashboard
Your daily command center for managing customer success operations.
Overview
The dashboard provides a real-time overview of your entire customer portfolio. It’s designed to help you prioritize your day and never miss critical customer signals.
Daily Brief
The Daily Brief is an AI-generated summary at the top of your dashboard.
What’s Included
- Greeting: Personalized welcome with the current date
- Summary: Key updates across your accounts
- Top Priorities: Accounts that need immediate attention
Example
Good morning, Sarah! Friday, March 21
Your accounts are trending well overall. However, 3 accounts need
immediate attention:
• Acme Corp - Usage drop detected
• TechStart - Renewal in 30 days
• GrowthInc - Champion left the company
You have 4 meetings today and 2 pending email replies.Key Metrics
Three cards showing your most important daily metrics:
| Metric | Description |
|---|---|
| Replies Needed | Pending emails or messages requiring response |
| Meetings | Customer meetings scheduled for today |
| Open Tickets | Active alerts or support tickets |
Each metric shows a comparison to yesterday (e.g., “-2 vs yesterday”).
Health Distribution
Visual overview of your portfolio’s health:
| Status | Color | Meaning |
|---|---|---|
| Healthy | Green | Good engagement, no issues |
| At-Risk | Yellow | Declining usage or communication gaps |
| Critical | Red | Urgent issues or high churn probability |
Interacting with Health Data
- Click on any segment to filter accounts
- Hover for detailed breakdown
- Compare with previous period
Quick Actions
Perform common tasks without navigating away:
| Action | Function |
|---|---|
| Draft Email | Start a new email to a customer |
| View Risks | Jump to the Churn Risks report |
| Acknowledge Alerts | Dismiss or snooze pending alerts |
| Create Action | Add a new action item |
Revenue Metrics
Track business impact:
| Metric | Description |
|---|---|
| Portfolio MRR | Total monthly recurring revenue |
| Guarded Revenue | Revenue protected from churn |
| At-Risk Revenue | Revenue in accounts with churn risk |
Recent Activity Feed
See the latest events across your accounts:
- New signals detected
- Actions completed
- Emails sent
- Meetings held
- Notes added
Filtering Activity
- Filter by account
- Filter by type (signal, action, email, etc.)
- Set date range
- Search keywords
Customization
Adding Widgets
- Click the Add Widget button
- Choose from available widgets:
- Signal trends
- Upcoming renewals
- Team workload
- Engagement metrics
Arranging Widgets
Drag and drop widgets to reorder your dashboard. Your layout is saved automatically.
Time Period Selection
Change the comparison period for all metrics:
- Today
- This week
- This month
- Custom range
Team Dashboard
Managers can view team-wide dashboards:
- Click Team View in the top right
- See aggregated team metrics
- Compare individual CSM performance
- Identify accounts needing reassignment
Best Practices
Daily Routine
- Start your day by reviewing the Daily Brief
- Check Alerts for new issues
- Prioritize Actions by urgency
- End the day by updating Notes on key accounts
Sharing Dashboards
Export dashboard views for stakeholders:
- PDF Export: Full dashboard snapshot
- Share Link: Live dashboard link (view-only)
- Scheduled Reports: Automated daily/weekly emails
Troubleshooting
| Issue | Solution |
|---|---|
| Dashboard loading slowly | Reduce date range or remove widgets |
| Missing data | Check integration sync status |
| Stale metrics | Refresh the page or force sync |