Success report dashboard overview

  • Versão de lançamento: Australia
  • Atualizado 16 de jun. de 2026
  • 1 min. de leitura
  • The success report dashboard enables customer success managers to oversee and manage the overall customer portfolio.

    Customer success managers can use this dashboard to monitor engagement metrics, enable their teams to achieve their goals, and manage their own workload. Customer success managers can get a broad view of all the engagements in their hierarchy.

    • The Director of customer success persona, to whom various managers and agents report can view a total of 14 engagements that include:
      • Manager 2: 1 engagement
      • Abel Tuter: 4 engagements
      • Abraham Lincoln: 2 engagements
      • Beth Anglin: 1 engagement
      • John Smith: 4 engagements
      • Jane Doe: 2 engagements
    • The customer success manager with the Manager 1 persona can view a total of 7 engagements that include:
      • Abel Tuter: 4 engagements
      • Abraham Lincoln: 2 engagements
      • Beth Anglin: 1 engagement
    • The customer success manager with the Manager 2 persona can view a total of 7 engagements that include:
      • Manager 2: 1 engagement
      • John Smith: 4 engagements
      • Jane Doe: 2 engagements

    The success report dashboard provides a unified view of all engagements in the hierarchy, enhances productivity, reduces friction, and empowers customer success mangers to make data driven decisions effectively. For more details, see Success report dashboard.