How to Navigate Your Pre-configured GoCSM Dashboard

Your GoCSM dashboard is your command center for customer success, displaying key metrics for the current month by default. Here's how to make the most of it:

1. Accessing Your Dashboard:

• Log into your GoCSM account

• The dashboard is your default landing page

2. Understanding Key Sections:

a) Overall Summary:

• Contacts: Total number of individual users

• Companies: Total number of customer companies

• SaaS: Number of customers with SaaS subscriptions

• Churned: Number of customers who have discontinued service

• Regular: Number of non-SaaS subaccounts

• Premium: Customers you've prioritized for tracking (toggle in health settings)

b) SaaS Mode:  How many SaaS subscribers you got in each month

c) Login Activity: Overview of user engagement

d) Churn Stats: Detailed breakdown of customer churn

e) Health Status:

• Thriving: Customers with excellent health scores

• Healthy: Customers with good health scores

• Steady: Customers with stable health scores

• Struggling: Customers who may need attention

f) Happiness Level: (Based on user feedback - NPS)

• Not Happy: Customers expressing dissatisfaction

• Neutral: Customers with moderate satisfaction

• Happy: Satisfied customers

• Very Happy: Highly satisfied customers

g) SaaSPreneur Award: Tracks progress towards achieving the SaaSPreneur award.

h) Login Activity Frequency:

• Daily: Users logging in every day

• Weekly: Users logging in weekly

• Monthly: Users logging in monthly

i) Subscriptions: New subscriptions gained over the year

j) Product Adoption: Most used features within your platform

3. Interacting with Dashboard Elements:

• Hover over graphs for specific data points

• Use the date range selector to adjust the time frame of displayed data (default is current month)

4. Taking Action from the Dashboard:

• Identify areas needing attention (e.g., high number of 'Struggling' or 'Not Happy' customers)

• Use the 'SaaS Mode' view to focus on your subscription-based customers

• Monitor 'Login Activity' and 'Product Adoption' to gauge engagement

• Track 'Churn Stats' to form retention strategies

5. Utilizing the SaaSPreneur Award:

• Use this as a motivational tool for your team

• Identify what actions contribute to progress and focus on those areas

Remember, your dashboard is designed to give you a quick, comprehensive view of your customer success efforts. Regularly review each section to stay informed about your customers' health, happiness, and engagement levels. Use these insights to drive proactive customer success strategies and interventions.