Project information
- Name: CSM Team Management
- Category: Business Intelligent
- Tool: Google Data Studio
- Company: Otter
- Project date: Sept 2023
Project Details
The Otter SMB BOB Dashboard is an integrated business intelligence tool designed for Customer Success team leads to streamline strategic oversight and revenue management within their CSM teams. It aggregates and synthesizes data from Salesforce, Stripe, and internal billing systems, presenting key metrics in an intuitive, actionable format.
Scroll down for key features description
Dashboard 1: CSM Team & BOBs Overview
This central dashboard equips team leads with a comprehensive view of their team's performance, showcasing each CSM’s Managed Monthly Recurring Revenue (MRR), organizational load, and location spread. Key features include:
- MRR tracking, highlighting achieved and missed targets.
- Visualization of account distribution by CSM to assess workload balance.
- Average account MRR insights, indicating the revenue potential within a CSM's portfolio.
- Geolocation mapping of accounts for geographical strategy development.
Dashboard 2: Account Drill-Down
Focusing on account-level details, this dashboard allows CSMs to:
- Filter BOBs by billing month or account for customized viewing.
- Prioritize accounts based on value and revenue potential.
- Track and manage outstanding invoices for efficient collection.