About This Blueprint Template
Every Vitally customer has their own unique ways of working and managing their book of business - Customer Dashboards in Account, Organization, and User 360s allow them to visualize the data they need, when they need it.
In this Blueprint, you’ll see an example of a “Command Center” Dashboard that functions as a daily to-do list and overview of important information about an account. This Dashboard is visible inside any Account 360 profile for Customer Success teams to easily manage their day-to-day without constantly searching for the information they need.
How This Blueprint Works
To get started, you’ll need to create a new Dashboard View from inside any Account 360. We’ve provided examples of Custom Widgets you can add to your own “Command Center” Dashboard to surface critical data points about a customer, including:
- Account Details
- Health
- Past & Upcoming Engagement
- Open Tasks & Projects
- Priority Notes
- Indicators
Tailor these Widgets to surface the data that’s important to you. That’s the beauty of Vitally Dashboards - they’re fully flexible and customizable.
Pro Tip: Once you’ve done the work of creating a Custom Widget showcasing all the data you want to see, save it to your Widget Library for easy re-use in future Dashboards.
KPIs Impacted
- Health Score
- Task SLA
Getting Started With 360s
To see an in-depth walkthrough of this Dashboard and more example Dashboards you can use to inspire your own 360, watch our Vitally Workshop: Intro to 360s.
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Ready to Share Your Blueprint For Success?
We're now accepting submissions to our Blueprint Library to showcase how Customer Success leaders are creating best practices to help scale productivity and collaboration across their teams and customers.
