CSM Page

• # 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.

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.

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

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.

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

This overall overview has the same structure as the customer page. To find more information about this please look at the customer page.