Activity Dashboard

Value of This Blueprint

Understanding team activity is essential for managing performance. This Dashboard tracks all CSM activities (calls, meetings, tasks, and more) so leaders can correlate engagement efforts with outcomes and ensure no accounts are neglected.

High-Level Strategy

This Dashboard aggregates and trends all key CSM activities across Accounts and time:

• Breaks down activity volume per CSM and activity type
• Surfaces month-over-month activity trends
• Highlights productivity and potential engagement gaps

Technical Guidance

Requires account and user data, CSM assignments, and a process for assigning activities (e.g., Tasks, Notes, Projects) in Vitally.

• Integrate Accounts & User data
• Setup Lifecycle Tracking
• Setup CSM assignments
• Create process to assign activities (e.g., Tasks, Notes, Projects) in Vitally.

What’s Included

• Activity Dashboard