All of these numbers are based on the customers that have you assigned as their CSM
# Customers â The amount of customers you are currently CSM off
At risk â The amount of customers that could churn that have you as CSM
Upsell Opportunity â The amount of customers that you could upsell
Total ARR â The money you can expect to make each year from your customers
ARR at risk â The money you can expect to lose each year from your customers that are currently at risk
Open Tasks â The amount of tasks that are still open that are assigned to you
Completed Task â The amount of tasks that you have already completed
NPS â Net Promoter Score is a way to measure customer satisfaction. It presents customers with a simple survey, then puts their answers into a formula to produce a single figure for benchmarking.
NLP â Natural language processing is a branch of artificial intelligence (AI) that enables computers to comprehend, generate, and manipulate human language.
Upcoming Renewals
The upcoming renewals will show the amount of upcoming renewals you will have in the following months.
Putting the mouse on the bar chart will give you a better understanding of what health level the clients with an upcoming renewal are currently in.
There is a filter which you can put on count or ARR (may vary per company)
Latest Notifications
The latest notifications will alert you if there is an upsell opportunity, risk alert or upcoming renewal.
Upcoming Tasks
The upcoming tasks will display the tasks that have been assigned to you specifically. It will display the title, customer and due date of the task.
Sentiments
The sentiments chart will show you how many sentiments you have given to customers and the amount per sentiment.
Overall Overview
This overall overview has the same structure as the customer page. To find more information about this please look at the customer page.
