Simplify your customer success operations
See Customer Success platform in action
Customer Success Portfolio Dashboard acts as a compressed high-value daily review and act view for the Customer Success team.
See Platform in action
The first component of the dashboard should be a set of all-inclusive customer health markers, which should be segmented into external and internal displays depending on the amount of data you have.
The company-wide KPIs are the second component, and they can be used to calculate and monitor specific activities and campaigns. Since most CS leaders also have functional responsibility for post-sales services, the third component is a set of KPIs that evaluate the success of their own teams.
1. Determine which indicators and KPIs you wish to monitor in your dashboard.
2. Determine whether data sources are appropriate for these measures.
3. Link your data sources, such as Zendesk and Salesforce, etc. A platform that automatically gathers and blends your sources of data together (example- customer data from Zendesk, CRM data from Salesforce, etc.) will generate an excellent Customer Success dashboard.
A Customer Success dashboard monitors the health of your business in relation to your product and its consumers. Customers are a company's lifeblood, thus having a comprehensive overview of its revenue activities is vital for growth.
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