Engagement Calendar

Value of This Blueprint

While dashboards and tables provide macro insight, a calendar view helps CSMs plan their days and manage customer touchpoints in real time. This visualization brings structure to daily execution.

High-Level Strategy

This calendar pulls together time-sensitive activity:

• Displays all meetings and tasks by day
• Clearly labels meeting types and associated accounts
• Enables direct navigation to take action on each event

Technical Guidance

• Integrate Accounts & User data
• Connect Calendar

What's Included in This Blueprint

• Engagement Calendar