Performance Dashboard

Value of This Blueprint

CSMs and leaders need clear visibility into historical performance. This dashboard aggregates critical revenue and engagement metrics, enabling teams to measure their impact and identify trends.

High-Level Strategy

This dashboard provides a time-based view of performance:

• Tracks GRR and NRR across 30, 90, and 365-day windows
• Breaks down growth, contraction, and churn
• Highlights changes in NPS and health scores
• Surfaces customer activity and sentiment trends

Technical Guidance

Lifecycle tracking and account data are required. NPS and health scores are optional but recommended.

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

What’s Included in This Blueprint

• Performance Dashboard