Customer Success New Deals

High Upsell Account timeline

Low Upsell Account Timeline

Deals in Implementation Stages

Customer Pages - To Do lists

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Total Value of ‘At Risk’ Deals

There are currently

8

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at risk Deals, with a total ACV of

$16,700.00

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Notify user

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Note: when you change the stage of a deal (eg from implementation to upsell) this will trigger an email to your account to let your team know that the implementation is progressing.

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Add New Deal

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Paul's New Deals from Sales

Paul's New Deals from Sales

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Customer Success New Deals

Need help? 👋 See How to use this doc⁠⁠

Need help? 👋 See
`How to use this doc`⁠
⁠