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. A manager is configured by setting the manager attribute on a given user record. It is this field that places users in the hierarchy.

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.