Morning Coffee

Value of This Blueprint

CSMs need a focused starting point for their day. This dashboard centralizes their book of business, health trends, open tasks, and key account activity, so they can prioritize effectively and never miss a beat.

High-Level Strategy

This dashboard consolidates CSM-specific account insights and task queues to drive daily focus:

• Shows book of business stats and health score breakdowns
• Surfaces upcoming renewals and key accounts
• Lists open, overdue, and upcoming tasks and projects

Technical Guidance

• Integrate Accounts & User data
• Setup Lifecycle Tracking
• Setup CSM assignments
• Setup Health Score

What’s Included

• Morning Coffee Dashboard