Must-Have Customer Success Dashboard Templates
These customer success dashboards come pre-built with some of the most commonly tracked customer success KPIs and metrics from the most popular tools. You can also customize your templates later. To get started, just choose a template, connect your data, and your metric visualizations will populate automatically.
Top Customer Success integrations
Drift Chat & Email Conversations
HelpScout Docs Report
Drift Contacts & Conversations
Customer Success Dashboard
HubSpot Service Tickets Overview
Intercom Account Overview
HelpScout for Customer Support
Intercom Customer Support Performance
SurveyMonkey (account overview)
Don't see your Customer Success tool?
You can build a dashboard with any data using Zapier, Make, Google Sheets, or a SQL database.
Can't find the exact template? Build your own.
Build the Customer Success dashboard your team actually needs
Create a custom view of your most important Customer Success metrics – no coding or design skills required.
Centralize
See every client's performance in one place
Save account managers from hours of copy-paste reporting work.
