How to build a Customer Success CSM Tracker - Part 2 - Conditional Formatting

This is a 3-part video tutorial on how I created the Google Spreadsheet I use to manage my Customer Success team.
In this video, I make the tracker more "glanceable" by adding conditional formatting to automatically color code cells based on the inserted values.
You can see the finished product atdocs.google.com/spreadsheets/...

[@solangecrespo]

Thanks! This explanation was so clear, and the minimalism to have in a glance all the information, was great! I am a CS permanent student.

[@jsphpalumbo]

Thanks, Ana!! I'm glad you enjoyed the video. I've used a number of expensive, but feature-rich, Customer Success platforms and none of them have been quite as useful as the one that I built with Google Sheets. Especially when it comes to the ability to reporting.