Customer 360
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Tej Madaiah
design a customer 360 in tableau tool. Dashbaord to have ARR , upcoming opportunities, all the subscriptions customer have opted for and cost for each , contract start date , cusotmer since to auto calculate , name of CRM for the account , Business purpose section , Engagement overview section , Customer segment , Customer journey cycle stage , ongoing customer activities , customer sentiment , number of cases raised mon on month , CSAT score from customer , QBR dates , Risk and mitigations status section , Account health section , current weeks status , speedometer to show overall customer health for Renewal , engagement and Adoption. Top features customer frequently using month on month
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Pinky Gohil
Hi, Tej!
Thanks for the suggestion! We actually have a Customer 360 Dashboard available as a ready-to-use template on Mokkup. We’d love for you to take a look and see if it meets your needs.
You can find the template here: Customer Data Platform (https://www.mokkup.ai/templates/b6cf05e8-194d-474c-9c13-38589f49234b/)
If there are specific metrics or views you'd like to see that aren't covered, feel free to share—we're happy to explore ways to enhance it further.