All Journeys
Executive Dashboard
Successbloc

Executive Dashboard

Understand the state of your customer base at a glance & take action on performance
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Categories:

Customer Intelligence

Publisher:

Totango

Published on:

November 3, 2020

Last Updated:

Data Security & Privacy:

Privacy Policy

OverviewGoals & KPIsSegmentsPlaysCampaignsAssets

Introduction to Executive Dashboard:

The Executive Dashboard SuccessBLOC is the executive team’s command center for understanding and taking action on all customer success and CS team performance KPIs. It includes scorecards and reports that provide quick access to the business’s progress on key customer and financial goals.

The Executive Dashboard SuccessBLOC allows you to:

  • View all of your customer success metrics in one place
  • Measure and take action on customer success performance
  • Understand customer success impact across the entire customer lifecycle

What's Included?

goals & kpis

Overall Customer Summary
  • Total ACV
  • Overall Customer Health
  • Accounts by Customer Journey Stage
  • Number of Accounts
Ensure High Renewal Rates
  • Current Quarter Renewable Accounts
  • Current Quarter Renewable ACV
  • Current Quarter Renewal Health
  • Overdue Renewals
  • Current Quarter Renewals at Risk
  • Current Quarter Renewal ACV at Risk
  • Current Quarter Renewed ACV
  • Current Quarter Churned ACV
Close Growth Opportunities
  • Current Quarter Growth Opportunities
  • Current quarter Growth Opportunities at Risk
  • Next Quarter Growth Opportunities
Mitigate Churn Risk
  • ACV at Risk
  • Average Days to Resolve Risk
  • Churn Risk Reason
Consistently Meet Onboarding Timelines
  • Delayed Onboardings
  • Health of Onboarding Customers
  • CSAT Post Onboarding
Drive Product Adoption
  • Average License Utilization
  • User Retention Trend
  • License Utilization Post Onboarding
  • Health of Post Onboarding Accounts
Drive Advocacy and Customer Satisfaction
  • Referenceable Accounts
  • Net Promoter Score
  • Overall CSAT

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Customer segments

  • All Paying Accounts
  • Current Quarter Growth Opportunities
  • Current Quarter Growth Opportunities At Risk
  • Next Quarter Growth Opportunities
  • Next Quarter Growth Opportunities At Risk
  • All Active Accounts In Average Health
  • All Active Accounts In Good Health
  • All Active Accounts In Poor Health
  • Accounts delayed in Onboarding
  • Accounts in Onboarding
  • Onboarding Accounts at Risk
  • Recently Completed onboarding
  • Paying Accounts at Risk
  • Churned Current Quarter
  • Current Quarter Renewable Accounts
  • Current Quarter Renewals At Risk
  • Current Quarter Renewed
  • Overdue Renewals
  • Previous Quarter Churned Accounts
  • Previous Quarter Renewables
  • Previous Quarter Renewals
  • Reference Accounts
  • All Paying Users
  • Users At Accounts Recently Onboarded
  • All Key Contacts
  • Key Contact References
  • Key Contacts at non-engaged accounts
  • Key Contacts engaged

successplays

campaigns

Resources

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