📈Reports

What It Covers

GoCSM automatically sends you weekly and monthly reports so you can stay up to date on your customers' engagement and health—even when you're not logged into the dashboard.

These reports go directly to you, the agency admin, and give a quick pulse check on how your sub-accounts (companies) are doing.

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What’s Included in the Reports

Each report includes key metrics that help you stay proactive:

• 🎯 Health Status Summary (Thriving, Steady, At Risk)

• 😊 Happiness Level Updates

• 🚀 Feature Usage & Product Adoption

• 🔁 Churn Risk Indicators

• 📊 Top Performing vs. Low Activity Accounts

• 💬 New Feedback, NPS Scores & Comments

• ✅ Success Calls Completed & Key Touch-points

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Why It Matters

These reports are designed to support—not replace—your dashboard. They’re a quick and convenient way to:

✅ Spot trends over time ✅ Identify accounts that may need attention ✅ Get a summary before your weekly team meetings or check-ins ✅ Take action even if you’re away from your desktop

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📩 Not receiving your weekly or monthly reports? Reach out to our team and we’ll get you set up.