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Interactive
Customer Success Dashboard
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The Customer Success Dashboard is designed to provide our CS team with a comprehensive and intuitive view of B2B client performance. Its primary purpose is to empower the team to:

Monitor Key Metrics: Quickly assess client engagement, usage trends, and overall health at a glance.
Identify Opportunities: Detect areas where clients may need additional support or outreach to ensure their success.
Drive Proactive Action: Enable the team to act swiftly on insights, fostering stronger relationships and improving retention.

This dashboard serves as a centralized hub for actionable insights, helping the CS team deliver exceptional service and maximize client satisfaction.
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Business Stats Quick View
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Last Invite Sent DateEmployee Location Heatmap
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Business NameLast Invite Sent
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UrbanBites Café1/5/2022
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The conditional formatting on the "Date Last Invite Sent" column is designed to provide a visual cue for the Customer Success (CS) team. It highlights businesses where the last invite was sent more than one month ago, signaling the need for potential follow-up or assistance.
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Aggregate Visualization Static View
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Avg Flagged Content & % DeletedEmployee Avg Time To Sign Up By Business
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