Manager Hub

Value of This Blueprint

Managers need visibility into their team’s performance, workload, and impact. This hub centralizes team-level insights—spanning revenue, activities, and capacity—to help managers coach effectively and allocate resources strategically.

High-Level Strategy

Empowers CS leaders to manage team performance with data:

• Tracks revenue performance across individuals and segments
• Monitors key activities driving outcomes
• Highlights capacity metrics to guide coverage and hiring decisions
• Surfaces dashboards for quick insights across core team metrics

Technical Guidance

Requires revenue setup, lifecycle tracking, CSM assignment logic, and segmentation (by tier, plan, or segment type).

What’s Included in This Blueprint

• Manager Hub Dashboard
• Revenue Performance Dashboard
• Activity Dashboard
• Capacity Planning Dashboard
• Manager Hub Overview Document