CSM Dashboard
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A Second Brain for Customer Success Managers to organise, manage and track their work.
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Template Description
Why did I create this template?
This Notion dashboard is for Customer Success Managers wanting to organise their work and streamline their workflows.
This comprehensive system allows you to manage your information, plan your day-to-day work and track your performance.
It functions as your Second Brain and creates a single source of truth so you don't have to remember or scramble for information across multiple apps!
What's inside the template?
- Quarterly KPIs tracker
- High Impact Activities tracker
- Accounts & Contacts database
- Projects Tracker
- Meetings & Tasks calendar
- Upcoming Renewals
- Time Tracker
- Product requests tracker
- Resource database
How to use the template?
The template includes a step-by-step guide on how to add your data and a video walkthrough to help you get started.
What are the benefits of the template?
- 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 make you stand out from your peers!
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