Comprehensive View

Written By GoCSM

Last updated 4 months ago

1. What is this?

The GoCSM Comprehensive View Dashboard is your central hub for tracking customer engagement and business performance. It consolidates all key data into a single view, so you can make informed decisions, monitor trends, identify at-risk users, and track growth with real-time data.

2. Why we made this?

Managing customer relationships requires quick access to the right data. We combined everything into a comprehensive dashboard to provide a clearer, more actionable overview of customer success, risk factors, and growth trends.

3. How to use this?

The Dashboard is divided into sections, each displaying essential insights. Clicking on any number in most sections will bring up a detailed list of users related to that metric.

At-Risk Users

Identifies accounts that may need re-engagement. Clicking on any number shows the list of users in that category.

  • Inactive Premium Users

  • Total Inactive Users

  • Total Unhappy Users

  • Total Low Points Users

  • Struggling Companies

Detailed User Login Activity

Tracks user engagement over different timeframes. Clicking on any number will display the list of users in that category.

  • Active Users

  • 1 Day Idle

  • 1 Week Inactive

  • 2 Weeks Inactive

  • 3 Weeks Inactive

  • 1 Month Inactive

Support & Success Sessions

This section helps you track customer support interactions. Clicking any number will bring up the list of related users or sessions.

  • Booked Sessions

  • Canceled Sessions

  • Completed Sessions

  • Upcoming Success Sessions

  • Booked Walkthroughs

  • Canceled Walkthroughs

  • Finished Walkthroughs

  • Upcoming Walkthroughs

4. When to use this?

  • When you need a quick overview of customer engagement and product usage.

  • When identifying at-risk users who need attention.

  • When reviewing support sessions and customer interactions.

5. Who's this for?

  • Customer Success Teams – Monitor user engagement and customer health.

  • Sales & Growth Teams – Identify potential upsell opportunities.

  • Support Teams – View customer interactions and support session history.

  • Business Owners & Executives – Get a real-time snapshot of company performance.