Customer Success Management Workspace

The Customer Success Management Workspace acts as a starting point for the activities that you conduct in your customer success manager role.

The Customer Success Management Workspace contains the following components:

Global Navigation
CSC Workspace Actions
KPI Cards
Account Grid
Success Tracker
My Active Playbooks list View
Playbook Task Manager
Activity Tracker

Global Navigation

The Customer Success Management Workspace links enable you to open the pages that are relevant to your role.

CSC Workspace Actions

The CSC Workspace Actions component enables you to create CS activities, playbook tasks, playbooks, objectives, and success plans.

KPI Cards

KPI cards provide you with information to highlight important details about your playbooks, objectives, success plans and tasks. To display a list of detailed records specific to each card, click the blue title link.

The following KPI cards are available from the Customer Success Management Workspace:

Name	Description	View Details
My Active Success Plans	The count of success plans with a status of Active, that you are the success plan owner of.	Displays a list view of active success plans that you are the success plan owner of. The following fields are displayed: Success Plan Name Account Success Plan Owner Status
My Upcoming Business Reviews	The count of success plans that have a business review occurring in the next 30 days, that you are the success plan owner of.	Displays a list view of success plans with business reviews occurring in the next 30 days that you are the success plan owner of. The following fields are displayed: Success Plan Name Account Success Plan Owner Status
My High Priority Objectives	The count of objectives that have a Priority of High, that you are the objective owner of.	Displays a list view of high priority objectives that you are the objective owner of. The following fields are displayed: Objective Name Account Success Plan Objective Owner End Date Priority Status
My Active Playbooks	The count of playbooks, not including playbook templates, with a start date of today or before, and an end date of today or after, that you are the playbook owner of.	Displays a list view of active playbooks that you are the playbook owner of. The following fields are displayed: Playbook Name Account Start Date End Date Playbook Status
Flagged Tasks	The count of tasks that have been marked as Flagged.	Displays a list view of flagged tasks. The following fields are displayed: Playbook Playbook Task Name Assigned Resources Status Start Date End Date
My Red Playbooks	The count of playbooks with a status of Red, that you are the playbook owner of.	Displays a list view of playbooks with a status of Red that you are the playbook owner of. The following fields are displayed: Playbook Name Account Start Date End Date Playbook Status

Account Grid

Account Grid enables you to view all of the accounts you are assigned the CSM of.

For more information about Account Grid, see Using Account Grid.

Success Tracker

Success Tracker enables you to view information about a success plan's associated objectives, playbooks, and playbook tasks in a scheduler view. It also enables you to create objectives, playbooks, playbook tasks, and success plans.

For more information about Success Tracker, see Using Success Tracker.