We’re happy to introduce the Team Dashboard. Our customers have been requesting this feature and we’re excited to launch it. The team dashboard will provide insight to the most active performers and identify those that may need additional support. Here’s how it works.
Now you can filter your members in one place
The new team dashboard can be filtered by the following metrics: number of accounts, time spent, activities, and the number of active or completed tasks.
See how your team is engaged in their accounts
The activities chart provides an in-depth look at how the account manager is interacting with the client. These touch points are tracked through Emails, Meetings, and a variety of Support Tickets. This ensures our customers have a quick and transparent metric for identify the level of engagement. Does this account manager favor emails? Has an increase in conversation increased the health of the account? Keeping a good track record will result in long-term success.
Team Dashboard tracks time spent on your largest accounts
One of the aspects of this chart is to quickly drill down to a particular account manager through emails and meetings. You can easily see which account has the most and least number of active engagements. How much time are your account managers spending with each account? Are they spending it on the key accounts?
In general, we hope you find this new feature useful in your workflow. Ultimately our goal is to help you stay in the limelight and continue to add value in the eyes of your customers. If you’re interested in this feature and not already a ContextSmith customer, why not schedule a demo and see how our software can change the way you manage your team.