The Product Adoption Dashboard helps you see how well your customers are actually using your platform - not just whether they signed up, but whether they're getting real value out of it.

Think of it as a health check for each of your accounts. At a glance, you can see who's actively using features, who's fallen behind, and where to focus your attention.

What It Tracks

The dashboard measures four things for every account:

1. Assets - What has the account created? This includes things like workflows, calendars, and phone numbers. More assets generally means the account is more invested in the platform.

2. Active Assets - Of those assets, how many are actually set up and working? An asset that's been created but never configured doesn't provide any value.

3. Engagement - Is the account using the platform day to day? This counts real activity - emails sent, calls made, workflows running, bookings completed.

4. Time Spent - How much time are users spending inside the platform? More time usually signals deeper adoption and commitment.

How to Access It

You'll find the Product Adoption Dashboard inside your GoCSM menu. It uses single sign-on, so no separate login is needed.

The data updates every night. You'll always see the last sync time displayed at the top of the dashboard.

What's Inside

The dashboard is organized into four tabs:

• Overview - A summary of how all your accounts are performing as a whole

• Sub-Accounts - A list of every account so you can compare individual performance

• Features - A breakdown of which platform features are being used most

• Assets - A closer look at specific items like individual workflows or calendars

The following articles in this collection walk through each tab in detail:

• The Overview Tab

• The Sub-Accounts Tab

• The Assets Tab

• Getting Around the Dashboard