GoCSM Dashboards Overview

The GoCSM dashboards provide a centralized view of your customer success operations, you have different dashboards to keep track of every aspect of your customer's journey:

1. The Default GoCSM Dashboard:

This is your morning coffee dashboard - the first place you'll want to visit each day. It gives you a quick look at your most important customer success metrics all in one place.

2. The All-In-One Dashboard:

Think of this as your bird's-eye view. While your default dashboard shows you today's priorities, this one gives you the complete landscape of your customer success operation. It's perfect for strategic planning sessions or seeing how different aspects of your customer success efforts connect.

3. The Inactive Users Dashboard:

This dashboard serves as your early warning system. It helps you spot concerning patterns before they become serious problems.

4. Subscriptions Dashboard:

This is your financial vital signs monitor. It helps you understand the health of your revenue stream. Keep track of how many are actively paying, any payment failures, or cancelations.

5. Customer Satisfaction Dashboard:

This is your customer happiness thermometer. It gives you both immediate feedback and long-term trends in customer satisfaction, showing:

6. Top Spenders Dashboard:

Find out who your biggest customers are. This helps you focus on keeping these valuable clients happy.

7. Success Sessions Dashboard:

Manage and track your customer success meetings. See upcoming sessions and past results all in one spot.

8. Task Management Dashboard:

Keep on top of your to-do list. Assign tasks, set due dates, and track progress for your whole team.

9. Feature Walkthroughs Dashboard:

Plan and track product demos. See your upcoming and past walkthrough sessions in one place.

10. Help Line Calls Dashboard:

Monitor your support calls. Track call volumes, common issues, and resolution times.

11. Setup GoCSM Dashboard:

Your guide to getting started. It walks you through setting up GoCSM step by step.

12. User Milestone Dashboard:

Celebrate your customers' achievements. See who is engaging with your product at which level based on their scores.

13. At-Risk Users Dashboard:

This is your customer health emergency room. It combines multiple signals to identify customers who might be considering leaving.

Making the Most of Your Dashboards

To get the most value from your dashboards:

1. Start your day with the Default Dashboard to spot immediate priorities

2. Schedule regular check-ins with the All-In-One Dashboard for strategic planning

3. Set up custom alerts for your most important metrics

4. Use dashboard insights to guide your team's daily activities

5. Regularly review historical trends to spot patterns and opportunities

Remember: Each dashboard is designed to give you a specific lens to view and improve your customer relationships. Together, they provide a complete picture of your customer success operations, helping you make informed decisions and take proactive action to keep your customers happy and growing.