The most comprehensive CSM dashboard
All-in-one system for Customer Success Managers wanting to take control of their customer information and streamline their work.
The CSM Dashboard is built in Notion and brings together KPIs, accounts information, contacts, projects & tasks, meeting notes and even product issues.
Do you spend hours searching through documents to put together a status update on your book of business for your 1-1 with your manager?
Do you have to switch between multiple apps to access the data that you need?
Have you tried to organize your work in Notion but realised that the learning curve was too steep?
I got you!
The CSM Dashboard creates a single source of truth allowing you to easily stay on top your accounts and all the important aspects of your work. 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.
Plus, it is designed for web AND for mobile so that you can access your information and log your ideas whether you're at your desk or on the road.
- Quarterly KPIs Tracker
- High Impact Activities Tracker
- Accounts & Contacts database
- Projects Tracker
- Meetings & Tasks calendar
- Upcoming Renewals overview
- Time Tracker
- Product issues & feature requests tracker
- Resource database for all your customer and personal documents
- How to get started guide
- How to use the dashboard guide
What's the benefits?
The CSM dashboard can help you:
- Streamline your workflows
- Get a complete picture of your accounts
- Reduce your workload
- Free up your time to be more proactive
- Increase your efficiency
- and stand out from your peers!
How do I get started?
The CSM Dashboard is very easy to use and comes with:
- A written step-by-step guide on how to import your customer data & navigate the dashboard
- A video walkthrough showing you how to use the dashboard
If you prefer a little bit more guided help, I'm also offering a version which includes a 30m live training session.
Ready to streamline you work?
Click "Buy this" to access your copy of the CSM Dashboard now.
Frequently Asked Questions
- Who is this template for?
It's for anyone in need of a simple upvoting system in Notion (Notion workspace members & guests can vote).
- How do I get access to this template?
After you have completed your purchase, a link to the template will be shared with you. Then you just need to click on "Duplicate" at the top right hand corner of the page to save a copy of the template to your own Notion workspace.
- What is Notion?
Notion is a powerful all-in-one productivity and collaboration tool. For businesses and for individuals. Sign up here so you can duplicate this template and edit it in your workspace.
- Who are you?
I'm Carina, a Director of Customer Success at Navan and a Notion certified creator.