CSM Page

The CSM page is available for SaaS companies.

Overview

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Summary

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

• # 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

• 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.

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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)

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Latest Notifications

The latest notifications will alert you if there is an upsell opportunity, risk alert or upcoming renewal.

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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.

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Sentiments

The sentiments chart will show you how many sentiments you have given to customers and the amount per sentiment.

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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.

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