Quick Tip Video - Executive Dashboard overview

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Transcript

Every executive wants to keep a pulse on customer experience and performance goals.

Totango SuccessBLOCs include best practices, automation, and metrics that matter at every point in your customer journey. The “Executive Dashboard” SuccessBLOC is your executive team’s command center for understanding impact and making data-driven decisions.

Once configured, you can:

  • View all of your customer success metrics in one place.
  • Measure and take action in real-time.
  • Understand trends across the entire customer lifecycle.

Key attributes in this SuccessBLOC include:

  • The Customer Journey Stage - identify where each customer is currently at.
  • Risk Status - identify stages within a risk cycle.
  • And Customer Sentiment - quickly gauge how each customer feels about their overall experience with you.

“Executive Dashboard” by Totango: Take action on all customer success and CS team performance KPIs; Segment, examine, and drive health across your entire customer portfolio.