GoCSM Dashboards Overview

Once set up, you'll find the GoCSM interface intuitive and powerful. GoCSM offers a comprehensive suite of tools to manage your customer success effectively. This guide will help you understand the key components of the platform and the workflows that power your customer interactions.

Dashboards Overview

The GoCSM dashboard provides a centralized view of your customer success operations:

Understanding each dashboard:

Our dashboards are simple, powerful tools showing different views of customer relationships. Each one gives you key insights to help your customers succeed.

Here's what each dashboard offers:

1. (Default) GoCSM Dashboard:

This is your home base. It gives you a quick look at your most important customer success metrics all in one place.

2. Inactive Users Dashboard:

See who is not using your product lately. This helps you reach out before they might leave.

3. Subscriptions Dashboard:

Keep track of how many are actively paying, any payment failures, or cancelations. It's your go-to for understanding your customer base.

4. Happiness Level Dashboard:

Get a feel for how satisfied your customers are. It shows you feedback trends and lets you spot any unhappy users quickly.

5. Top Spenders Dashboard:

Find out who your biggest customers are. This helps you focus on keeping these valuable clients happy.

6. Success Sessions Dashboard:

Manage and track your customer success meetings. See upcoming sessions and past results all in one spot.

7. Task Management Dashboard:

Keep on top of your to-do list. Assign tasks, set due dates, and track progress for your whole team.

8. Feature Walkthroughs Dashboard:

Plan and track product demos. See your upcoming and past walkthrough sessions in one place.

9. Help Line Calls Dashboard:

Monitor your support calls. Track call volumes, common issues, and resolution times.

10. All-In-One Dashboard:

The big picture view. It combines key info from other dashboards for a complete overview of your customer success efforts.

11. Setup GoCSM Dashboard: 

Your guide to getting started. It walks you through setting up GoCSM step by step.

12. User Milestone Dashboard: 

Celebrate your customers' achievements. See who is engaging with your product at which level based on their scores.

13. At-Risk Users Dashboard:

Spot potential problems early. This shows you which customers might be thinking of leaving based on their usage patterns or feedback.

Each dashboard is designed to give you clear, actionable insights about different aspects of your customer relationships. Use them to stay on top of your customer success game!

Next Stage:

1. GoCSM Workflows Overview