What to put on a customer success dashboard in HubSpot
Customer success teams watch for things going wrong early: tickets piling up, customers going quiet, renewals coming. A good dashboard puts those three things in front of the team every morning.
The core five
- Open tickets, and how many are older than your target response time.
- Renewals due in the next 60 days, from deals or a renewal date property.
- Customers with no contact in a set number of weeks. The quiet ones.
- New customers still onboarding and how long they have been there.
- Satisfaction scores or survey replies this month, if you collect them.
Make it useful
- Show counts first and names second. The wall shows "7 renewals due", the laptop shows who.
- Colour by urgency, not decoration: red for overdue, amber for due soon, green for fine.
- Assign each number an owner, so someone is responsible when it turns red.
Where the data comes from
- Tickets: HubSpot's ticket pipeline, if you use it for support.
- Renewals: a date property on the company or deal, filled in at signing.
- Quiet customers: the "last contacted" or last activity date on the company.
See also a dashboard for your weekly team meeting.
Where HubDash fits
HubDash is part of Kikaye, a set of small HubSpot apps on one login. See what HubDash does, or read the setup guide.