Priorities Dashboard
in Integrations
Ideally, I'd love to custom configure a default homepage dashboard for each CSM with high-level a high-level view of their accounts and where their focuses should be for the day, week, month.
For example, it would have multiple widgets which might include:
- a count (and then drilldown list) of customers with renewals this month and next
- a snapshot of the CSMs calendar of scheduled calls and list out the open tasks, open goals, open cases, and open opportunities for each of those customers with the opp to drill down to the customer page for addt'l details
- # of outstanding scorecard tasks (and drilldown to see which are priorities)
1