Learn how Gainsight can empower a manager. In a single Dashboard, a manager can get a comprehensive view of a team's CTAs, CoPilot emails, Survey responses, and more. This allows for remarkable transparency and can save hours of your time.

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Child-like Joy
Dashboards & Reports

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Child-like Joy
Ashvin Vaidyanathan
Director, Client Strategy
Easton Taylor
Customer Success Manager

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Goals for today’s webinar
• Explore different roles within an organization and how these
personas get value through Gainsight dashboards and reporting
functionality
- Customer Success Managers (or Account Managers)
- Team Leads/Managers/Directors of CS teams
- Executives (VP of Customer Success)
- Other customer-facing teams (e.g., Sales and Renewals,
Support, Product)
• Have an interactive discussion and Q&A related to dashboards
and reporting in Gainsight

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Dashboards: Align on performance across the org
Role Objective of dashboards
CSM • Help the CSM prioritize the customers and the actions required
Team Lead/ Director • Manage CSM execution across a portfolio of customers across segments/
regions
• Demonstrate value for the CS organization
Executive/ VP • Manage leading indicators of customer health (NPS, health score, risks) for
the entire customer base
• Manage financial outcomes (e.g., renewal, upsell, cross-sell) for the entire
customer base
• Nurture top accounts and save bottom accounts
Other customer-facing
teams (e.g., Sales,
Renewals, Support,
Product)
• Identify risks in upcoming renewals and work with CS teams to take action
• Communicate the value delivered during renewal/upsell conversations
• Easily identify referenceable customers to close deals with prospects
• Recognize trends in usage patterns of healthy customers for upsell/cross-
sell opportunities
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QUESTIONS?