# CSM Page

## Overview

<figure><img src="https://246234927-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FkSyCQUyE0u7ya9ULaprd%2Fuploads%2F4rY89kPdwWdHl8ZujNqU%2FScherm%C2%ADafbeelding%202025-02-24%20om%2015.28.02.png?alt=media&#x26;token=d91a2eab-53dc-4991-9900-c0edb18ff643" alt=""><figcaption></figcaption></figure>

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## Summary

<div align="center" data-full-width="true"><figure><img src="https://246234927-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FkSyCQUyE0u7ya9ULaprd%2Fuploads%2Fq0yLvyZsUDXqI6oSkHtB%2FScherm%C2%ADafbeelding%202025-02-24%20om%2015.31.54.png?alt=media&#x26;token=0ed5a28c-757c-48b5-aa04-42b130717b42" 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 %}

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## Upcoming Renewals

<div align="left"><figure><img src="https://246234927-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FkSyCQUyE0u7ya9ULaprd%2Fuploads%2FSsYlh8sLEkEubVqRsQdZ%2FScherm%C2%ADafbeelding%202025-02-24%20om%2015.34.05.png?alt=media&#x26;token=2ef59252-fe15-45c7-8337-c1f6338c71c6" 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="https://246234927-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FkSyCQUyE0u7ya9ULaprd%2Fuploads%2F73kpnXs6LfaH07pI0Bp4%2FScherm%C2%ADafbeelding%202025-02-24%20om%2015.35.06.png?alt=media&#x26;token=673e0423-2092-4463-9a4c-8150f92dbe3f" 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="https://246234927-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FkSyCQUyE0u7ya9ULaprd%2Fuploads%2F2JlP98GVK8hRyVAZ6rDB%2FScherm%C2%ADafbeelding%202025-02-24%20om%2015.41.07.png?alt=media&#x26;token=cb0ebdec-9cad-4db0-9b8f-ff6cbe5979ce" 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="https://246234927-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FkSyCQUyE0u7ya9ULaprd%2Fuploads%2FA1Tpg9TqTnLivLhkSvio%2FScherm%C2%ADafbeelding%202025-02-24%20om%2015.45.54.png?alt=media&#x26;token=68973e99-9eb0-4638-9bbb-18ca83d6087d" 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="https://246234927-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FkSyCQUyE0u7ya9ULaprd%2Fuploads%2FbWrd2uLF7qL0Dx429lQ6%2FScherm%C2%ADafbeelding%202025-02-24%20om%2015.45.25.png?alt=media&#x26;token=ef34a9ba-070a-4fdc-8e09-6daeca7ef1f9" 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="https://246234927-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FkSyCQUyE0u7ya9ULaprd%2Fuploads%2FQsjf6RFk3DO0xqHoqyUn%2FScherm%C2%ADafbeelding%202025-02-24%20om%2015.47.18.png?alt=media&#x26;token=09de81e9-96cb-400f-b851-cbee7896e698" 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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