📊 Dashboard Customer Success

Power BI template to drive your CS business

🎯 Overview

A Power BI dashboard to visualize your Customer Success data.

Immediate benefits

• ✅ Zero manual reporting: automatic daily updates
• ✅ Unified vision: All your customer data in one place
• ✅ Proactive alerts: Detect at-risk customers before it's too late
• ✅ Data-driven decisions: Real-time Health Score by account

⚡ What you see

1️⃣ What are my points of attention?

At a glance:

• 🔴 3 customers in Critical (immediate action)
• 🟠 3 customers to watch this week
• 💰 160K€ of ARR concerned

2️⃣ Where to focus my efforts?

The dashboard shows :