The CSM Renewals and Cross-Sells Dashboard has been created and configured for you right out of the box, so your first line managers and reps have a built-in dashboard based on best practices, utilizing your data.

About the CSM Renewals and Cross-Sells Dashboard

What data is included? Opportunities

Who should use it? First line managers and Reps

When to use it? Weekly to review progress towards quarter goals

Why use it?

• Provides a data-driven framework for running Rep 1:1's for the [chosen segment] team. Highlights individual performance, Opportunity activity engagement, risk, and focuses on auditing pipeline imminently closing and for next period.

• Ensures that Reps have what they need to close out the period strong.

• Visualizes the health of the Rep’s pipeline to support future coverage.

Usage by Persona

For First Line Managers and Reps

When: Weekly

How: During a 1:1, manager to filter this Dashboard for the specific Rep using the Hierarchy selector.

What would you do: Review this period’s Bookings, Pipeline, coach to risk, ensure opps are getting the right attention.

Pre-req Training

Copying and Editing Cards

You may decide you want additional cards similar to what's provided, check out this article on copying and editing cards to learn how you can copy and adjust a current card instead of starting from scratch!

The CSM Renewals and Cross-Sells Dashboard

The following rows and cards make up the template of reports we consider best practice for a CSM Renewals and Cross-sells Dashboard. Each card can be opened with one click to further inspect data with a more focused view on a particular report.

We recommend having your CSM Renewals and Cross-Sells dashboard open in another window as you walk through this guide.

Rows 1 & 2: Which renewals are won, committed, or still open for this quarter?

Row 1

• Renewals Commit and Closed Won This Quarter (Headline)

• Renewals Closed Won This Quarter (Headline)

• Cross-sell Closed Won And Commit This Quarter (Headline)

• Cross-sell Closed Won This Quarter (Headline)

Row 2

• Predicted Current Quarter Forecast (Bar Chart)

• Open Pipeline Closing This Quarter By Type (Bar Chart)

• Closed Won This Quarter by Type (Bar Chart)

Row 3: What are our renewals for next quarter, and are there cross-sells open for those accounts?

• Open Pipeline Closing Next Quarter by Type (Bar Chart)

• Cross-Sell Opportunities Created Last Week on Renewals Next Quarter (Headline) (Placeholder)

Row 4: Where have we lost engagement with our customers, and what do I need to focus on right now?

• Open Opportunities Gone Quiet (Headline)

• Opportunities Gone Dark Closing This and Next Two Quarters (Headline)

• Open Opportunities Last Meeting Over 90 Day Ago Closing This and Next Two Quarters (Headline)

Row 5: What tactically should I follow up on right now?

• Closing This Week (Top Content)

• Closing Next Week (Top Content)

• Opportunities with Confidence to Close <75 Closing This and Next Two Quarters (Top Content)

How did we build this dashboard template for you?

The CSM Renewals and Cross-Sells Dashboard has been created for you out of the box using the configurations listed below. We love being able to provide this Dashboard out of the box and ready to use, but it's always good to know what data you're working with when you hit the ground running.

Dashboard Configuration

• Base Template - Generic Opportunity Insight

• Content-Type - Opportunity

• Filters - Hierarchy, Opportunity fields, Account fields

Filters on Report Drills

Clicking on a card will produce an inspection report so you can drill down on a card's specific data. Each report comes with our standard filter sets (report columns) that can be customized to best fit your process. Read Interactive Filters to learn more!

If you run into any issues, please contact support.