Team Lead Overview

Value of This Blueprint

Revenue performance is the heartbeat of CS. This Dashboard equips team leads with real-time visibility into expansion, churn, NRR, GRR, and key activity metrics at both team and individual CSM levels.

High-Level Strategy

This Dashboard visualizes revenue and engagement performance across the CS team:

• Tracks team-wide NRR, GRR, churn, and growth over time
• Breaks performance down by individual CSM
• Includes health and NPS insights (if configured)
• Monitors key activity metrics per CSM

Technical Guidance

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

What’s Included

• Team Lead Dashboard