Customer Success Dashboard Builder
Features Built for Lifecycle Teams
360° Health Timeline
Blend NPS, product logins, feature depth, and contract data in a single card. Hover states highlight the last human touch so reps know the story instantly.Risk Radar AI
Pattern-recognition models flag slipping usage or spiking support tickets, then recommend the next best play pulled from win stories.Journey Blueprint Layouts
Drag sections for onboarding, adoption, maturity, and advocacy to show where accounts stall and which programs are working.Plain-Language Builder
Describe the KPIs you want—“show health by segment with CSM notes”–and the dashboard scaffolds itself with filters, cohorts, and targets.Stakeholder Links
Publish read-only links for executives or partners with custom SLAs, so everyone reviews the same version of the truth.Source-Agnostic Connectors
Securely sync Salesforce, Gainsight, Zendesk, billing platforms, and CSAT tools without manual exports or CSV gymnastics.Field-Tested CS Ops Tips
1. Anchor Health Scores to Behaviors
Pair subjective sentiment with hard adoption targets (logins, breadth of features) so the score explains itself and can be coached.
2. Segment Playbooks by Revenue Tier
Enterprise customers often need milestone gantt views, while SMB cohorts care about queue length and chat satisfaction. Build tabs that reflect those realities.
3. Show Time-to-Value in Weeks
Plot onboarding completion against contracted go-live dates to expose bottlenecks instantly and keep implementation managers accountable.
4. Audit Fields Quarterly
Remove vanity metrics no one monitors; every tile should answer a question your leadership actually asks. Less noise means faster action.
5. Tie Initiatives to Bookings
Use annotations whenever a campaign launches (webinars, QBR blitz) so you can attribute retention lifts or expansion spikes to the work performed.
Who Uses This Dashboard
Customer Success Managers
Monitor their book of business, capture renewal blockers, and collaborate with product on feature adoption.
CS Operations Leads
Standardize health scoring frameworks and automate reporting to leadership.
Account Executives
Spot expansion-ready customers and follow up on renewal risks highlighted by the dashboard.
Product Managers
Cross-check qualitative feedback with actual usage to prioritize roadmap bets.