As a CS Leader, you don't find too many tutorials for this (hidden gem). Appreciate the walk through as well as the zoom-in functionality in the video, to hone in on critical steps. Has your dashboard evolved since? Have you thought about rolling this up and weighing certain criterion for a Client Health Score? Great video Joseph!
Hi David, the short answer is "Yes", my dashboard has evolved tremendously since I created that tutorial. I'm working on a new series to introduce all of the new functionality I've incorporated. Please stay tuned.
Very Very Helpful! I'll be creating this template for my own clients TODAY. Thank you so much!
Glad you found it useful Jerica. Let me know if I can provide any additional info or assistance.
As a CS Leader, you don't find too many tutorials for this (hidden gem). Appreciate the walk through as well as the zoom-in functionality in the video, to hone in on critical steps. Has your dashboard evolved since? Have you thought about rolling this up and weighing certain criterion for a Client Health Score? Great video Joseph!
Hi David, the short answer is "Yes", my dashboard has evolved tremendously since I created that tutorial. I'm working on a new series to introduce all of the new functionality I've incorporated. Please stay tuned.
Well done, very helpful and informative
Thanks for all the info. I'll definitely be trying this out.