Today Dashboard

Value of This Blueprint

With so many moving pieces, CSMs need a way to stay focused on what matters most. This dashboard highlights the most immediate, actionable items—creating a daily to-do list that helps drive consistency, productivity, and customer impact.

High-Level Strategy

This dashboard supports an inbox-zero methodology for CSMs:

• Surfaces all overdue and upcoming tasks
• Highlights today’s scheduled calls
• Flags accounts missing recent pulses or engagement
• Prioritizes pending conversations and critical risk signals

Technical Guidance

To maximize value, connect your calendar and email, use tasks actively, and ensure accounts and lifecycle tracking are configured.

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

What's Included in This Blueprint

• Today Dashboard