Project Description

The Revenue Recapture Dashboard is a specialized tool for Customer Success Operations, adept at tracking Monthly Variable Revenue (MVR) derived from automated dispute resolutions of incorrect charges by online food ordering platforms. It facilitates a meticulous analysis of revenue recovered for Otter's clients while accounting for the company's commission earnings.

Dashboard 1: Growth and Performance Visualization

This dashboard presents an aggregated view of revenue growth and account expansion, segmented by individual CSMs and their respective teams. It serves as a strategic overview for team leads to gauge the success of the Revenue Recapture service and the performance contributions from different CSMs.

Dashboard 2: Account-Level Detailing and Commission Tracking

A focused, filterable dashboard that allows CSMs to manage and assess their portfolio of accounts utilizing the Revenue Recapture product. It offers insights into the commission (MVR) generated per customer and delineates the performance of individual locations within parent accounts. This empowers CSMs with actionable data to support their clients effectively during Quarterly Business Reviews (QBRs) and optimize restaurant operations.