CSM Dashboards

edited March 2020 in Reporting 1 comment
As a CSM I love the ability to build segments and save them for later views. I'd love the ability to create a visual dashboard of multiple built segments. This would be a great login screen for me to start my day. IE I can have a widget of a segment showing me customer that are approaching renewal, as well as a widget on the dashboard of my customers that have a level of risk that needs attention. So on and so forth. This would really help me have Client Success be my single pane of glass.
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7 votes

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