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
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.