CSM dashboard

Rachel Torres · Customer Success Manager

Stalled leads

14

Need intervention

Review stalled

Flagged BRDs

5

Expert-flagged issues

Review flags

Invoice approvals

8

Awaiting your sign-off

Review invoices

CSAT average

4.4/ 5

+0.1 this month · 6 resolved today
View report

Stalled leads

No movement — action required

#038
Finworth Capital
BRD Session
9d stalled
#041
Greenleaf Energy
Bid Pool
7d stalled
#044
Prism Media
BRD Session
6d stalled
#049
Orbital Tech
Activated
5d stalled
#053
Blue Ridge Hotels
Bid Pool
4d stalled
View all

Flagged BRDs

#043
Finworth Capital
3 days

“Budget too vague”

Flagged by P. Nguyen

#056
Prism Media
1 day

“Scope unclear”

Flagged by S. Okonkwo

#058
Cascade Software
5 hours

“Missing integration details”

Flagged by T. Marsh

View all flags

Invoice approvals

INV-291
Pending

James Okafor · CRM Integration

2 hrs ago

$5,400
INV-288
Pending

Elena Park · Cloud Migration

Yesterday

$8,100
INV-285
Pending

David Reeves · BI Dashboard

2 days ago

$3,200
Review all

CSAT trend

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Pipeline by stage

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