The Notion CSM dashboard is an all-in-one operating system for CSMs to manage customers' information, plan and execute on projects and tasks and track performance against KPIs.
Hey PH Community!
I’m Carina, the creator of the CSM Dashboard!
This is my very first Product Hunt launch and I'm super excited to introduce you to my latest Notion Dashboard.
As a Head of Customer Success, I'm well aware of how unpredictable the day in the life of a CSM can be, switching from success planning to putting out a fire with a customer and everything in between.
This is a heavy cognitive overload and means that information is scattered across multiple apps, paper notes and even your brain.
This makes you dread the moment when you need to put together a status update for your manager.
I have looked for solutions in the market but none met the unique needs of a CSM.
So I decided to create the CSM Dashboard in Notion.
The CSM Dashboard is a Second Brain specifically designed for CSMs, allowing you to easily stay on top your accounts and all the important aspects of your work in a single app.
It is designed to help you store information, plan your activities, track your workload and measure your impact on your customers.
It can replace google drive, google docs, google sheets, apple notes and more.
The CSM Dashboard includes:
• Quarterly KPIs tracker
• High Impact Activities tracker
• Accounts & Contacts database
• Projects Tracker
• Meetings & Tasks calendar
• Upcoming Renewals
• Time Tracker
• Product requests tracker
• Resource database
• Step-by-step guide on how to add your data
• Video walkthrough
By using the CSM Dashboard, you’ll be able to:
• Streamline your workflows
• Get a complete picture of your book of business
• Reduce your workload
• Free up time to be more proactive with customers
• Increase your efficiency
• and stand out from your peers!
I’ll be here all day, so feel free to drop your thoughts or questions about this Notion dashboard.
Have a great day,
Carina
About Notion CSM Dashboard on Product Hunt
“A second brain for customer success managers”
Notion CSM Dashboard launched on Product Hunt on May 13th, 2023 and earned 137 upvotes and 54 comments, placing #5 on the daily leaderboard. The Notion CSM dashboard is an all-in-one operating system for CSMs to manage customers' information, plan and execute on projects and tasks and track performance against KPIs.
On the analytics side, Notion CSM Dashboard competes within Productivity, Customer Success and Notion — topics that collectively have 658.1k followers on Product Hunt. The dashboard above tracks how Notion CSM Dashboard performed against the three products that launched closest to it on the same day.
Who hunted Notion CSM Dashboard?
Notion CSM Dashboard was hunted by Carina Brasil da Cunha. A “hunter” on Product Hunt is the community member who submits a product to the platform — uploading the images, the link, and tagging the makers behind it. Hunters typically write the first comment explaining why a product is worth attention, and their followers are notified the moment they post. Around 79% of featured launches on Product Hunt are self-hunted by their makers, but a well-known hunter still acts as a signal of quality to the rest of the community. See the full all-time top hunters leaderboard to discover who is shaping the Product Hunt ecosystem.
Carina Brasil da Cunha