Strategic Dashboard

Value of This Blueprints

CSMs need visibility into what’s ahead—from renewals to risk signals—to plan effectively and support long-term customer outcomes. This dashboard surfaces strategic focus areas to enable proactive account planning.

High-Level Strategy

This dashboard organizes future-facing opportunities and risks:

• Groups renewals and engagements by health score
• Surfaces open opportunities and potential expansion signals
• Highlights risk indicators tied to low usage or engagement
• Shows open projects with key timing context

Technical Guidance

Requires lifecycle tracking and account data. Recommended to use meetings and projects to maximize the value of timeline-based views.

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

What's Included in This Blueprint

• Strategic Dashboard
• Monthly Active Users Success Metric
• Formula Fields