The CSM dashboard is an all-in-one operating system for CSMs to manage customers' information, plan & execute on projects and tasks and track performance against KPIs.
Hey PH Community!
I’m Carina, the creator of the CSM Dashboard!
This is my very first Product Hunt launch and I'm super excited to introduce you to my latest Notion Dashboard.
As a Head of Customer Success, I'm well aware of how unpredictable the day in the life of a CSM can be, switching from success planning to putting out a fire with a customer and everything in between.
This is a heavy cognitive overload and means that information is scattered across multiple apps, paper notes and even your brain.
This makes you dread the moment when you need to put together a status update for your manager.
I have looked for solutions in the market but none met the unique needs of a CSM.
So I decided to create the CSM Dashboard in Notion.
The CSM Dashboard is a Second Brain specifically designed for CSMs, allowing you to easily stay on top your accounts and all the important aspects of your work in a single app.
It is designed to help you store information, plan your activities, track your workload and measure your impact on your customers.
It can replace google drive, google docs, google sheets, apple notes and more.
The CSM Dashboard includes:
• Quarterly KPIs tracker
• High Impact Activities tracker
• Accounts & Contacts database
• Projects Tracker
• Meetings & Tasks calendar
• Upcoming Renewals
• Time Tracker
• Product requests tracker
• Resource database
• Step-by-step guide on how to add your data
• Video walkthrough
By using the CSM Dashboard, you’ll be able to:
• Streamline your workflows
• Get a complete picture of your book of business
• Reduce your workload
• Free up time to be more proactive with customers
• Increase your efficiency
• and stand out from your peers!
I’ll be here all day, so feel free to drop your thoughts or questions about this Notion dashboard.
Have a great day,
Carina
Thank you for laying out so clearly all the metrics and tasks that a CS leader needs to continuously keep track of to ensure the success of their org! This is super useful!!
Congrats on your new product launch Carina! This all-in-one operating CSM dashboard looks pretty professional and comprehensive!! It includes all the key features! Keep up the great work!! Best of luck!!
Thank you, Carina. This is the best CMS dashboard I have used. It is intuitive and gets me right to the information I need for customers.
From one CSM to another, you nailed it. Awesome work.
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