# CSM Page

## Overview

<figure><img src="/files/7jld18SHe1XdEkmC4bCs" alt=""><figcaption></figcaption></figure>

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## Summary

<div align="center" data-full-width="true"><figure><img src="/files/5aP7oKCeSexkWPdUJRmK" alt="" width="508"><figcaption></figcaption></figure></div>

> All of these numbers are based on the customers that have you assigned as their CSM

{% hint style="info" %}

* **# Customers** → The amount of customers you are currently CSM off
* **At risk** → The amount of customers that could churn that have you as CSM
* **Upsell Opportunity** → The amount of customers that you could upsell&#x20;
* **Total ARR** → The money you can expect to make each year from your customers
* **ARR at risk** → The money you can expect to lose each year from your customers that are currently at risk
* **Open Tasks** → The amount of tasks that are still open that are assigned to you
* **Completed Task** → The amount of tasks that you have already completed
* **NPS** → 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** → Natural language processing is a branch of artificial intelligence (AI) that enables computers to comprehend, generate, and manipulate human language.
  {% endhint %}

***

## Upcoming Renewals

<div align="left"><figure><img src="/files/32pQIZvz6zyNtZpGajuh" alt="" width="508"><figcaption></figcaption></figure></div>

{% hint style="info" %}
The **upcoming renewals** will show the amount of upcoming renewals you will have in the following months.
{% endhint %}

<div align="left"><figure><img src="/files/MK3YnqKArAoBJbkxj3lq" alt="" width="509"><figcaption></figcaption></figure></div>

{% hint style="info" %}
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.
{% endhint %}

> There is a filter which you can put on count or ARR                                              *(may vary per company)*

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## Latest Notifications

<div align="left"><figure><img src="/files/x52eXR8YdyjxkcTcaTfi" alt="" width="335"><figcaption></figcaption></figure></div>

{% hint style="info" %}
The **latest notifications** will alert you if there is an upsell opportunity, risk alert or upcoming renewal.&#x20;
{% endhint %}

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## Upcoming Tasks

<div align="left"><figure><img src="/files/Q3kvzdQI7mcTCAH1yfn3" alt="" width="335"><figcaption></figcaption></figure></div>

{% hint style="info" %}
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.
{% endhint %}

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## Sentiments&#x20;

<div align="left"><figure><img src="/files/Jb0lDTaCy0SBOxr6GJcK" alt="" width="337"><figcaption></figcaption></figure></div>

{% hint style="info" %}
The **sentiments** chart will show you how many sentiments you have given to customers and the amount per sentiment.&#x20;
{% endhint %}

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## Overall Overview &#x20;

<div align="center"><figure><img src="/files/JBsSicbFyogFPPUmHPQT" alt=""><figcaption></figcaption></figure></div>

{% hint style="info" %}
This **overall overview** has the same structure as the customer page. To find more information about this please look at the customer page.
{% endhint %}

***


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