CS metrics are scattered across systems
"Retention data is in the CRM, NPS is in the survey tool, health scores are in a spreadsheet, and usage is in product analytics. When leadership asks 'How's CS doing?', I spend hours pulling data together. I need one place to see everything."
One dashboard for all CS metrics
CS Dashboard connects to your CRM, survey tools, and analytics platforms to give you a unified view of customer success performance. Just ask about retention, health, or NPS—and get instant answers.
The JoySuite Assistant generates visualizations that help you understand trends, spot problems, and prepare for leadership reviews. No more manual data compilation or stale reports.
From scattered metrics to unified insight
Connect your data sources
Link your CRM, NPS tools, health scoring system, and usage analytics to JoySuite. Data syncs automatically so your metrics are always current.
Ask in natural language
"What's our retention rate this quarter?" or "How has NPS trended over the last 6 months?"—no query language, no dashboard configuration required.
Get instant visualizations
The assistant generates the right view automatically—KPI cards for current metrics, trend lines for historical analysis, segmentation charts for deeper insights.
Drill down and share
Click into any metric for underlying details. Export polished reports for leadership. Set up automated weekly summaries to Slack or email.
Built for CS leadership
📈 KPI Tracking
Real-time visibility into retention, expansion, NPS, health scores, and custom metrics you define.
📊 Trend Analysis
See how metrics change over time. Identify patterns and seasonal effects on customer success.
🎯 Segment Comparison
Compare performance by segment, CSM, tier, or any dimension to find improvement opportunities.
📋 Leadership Reports
One-click export of polished reports for board meetings, QBRs, and leadership updates.
Connect your CS data
CS Dashboard works with any system that tracks customer success metrics:
CRM
ARR, renewals, expansion, churn data
Survey Tools
NPS, CSAT, customer feedback
Product Analytics
Usage, adoption, engagement data
Billing
Revenue, invoices, payment history
Adapt to your reporting needs
Weekly Summary
Automated weekly digest with key metrics, notable changes, and accounts that need attention.
Board-Ready
Polished quarterly reports with executive-level metrics, trends, and strategic insights.
CSM Scorecard
Individual CSM performance views with portfolio health, retention rates, and activity metrics.
What you'll get
Here's a real interaction with CS Dashboard:
Your Question
Q: "How are our key CS metrics this quarter?"
Dashboard Response
A: Here's your Q4 CS performance summary:
⚠️ Health score decline driven by 12 enterprise accounts with reduced engagement.
📊 See trend details · 📋 Export report · 🔍 View at-risk accounts
Who This Is For
VP of Customer Success
Leaders who need unified visibility into CS performance across the entire portfolio for strategic planning.
CS Operations Managers
Operations professionals who compile CS metrics and need to reduce time spent on manual reporting.
Customer Success Managers
Individual CSMs who want quick access to their portfolio metrics without waiting for reports.
Revenue Operations Leaders
RevOps professionals who need CS metrics integrated with sales and marketing data for complete revenue insights.
Frequently Asked Questions
How do I get all my customer success metrics in one dashboard?
JoySuite connects to your CRM, NPS tools, product analytics, and billing systems, then unifies the data in one searchable dashboard. Ask questions in natural language and get instant visualizations—no more pulling data from multiple systems.
What customer success KPIs can the dashboard track?
Track any CS metric: net retention, gross retention, NPS, CSAT, customer health scores, usage metrics, expansion revenue, churn rate, and custom KPIs you define. All metrics update in real-time as data syncs.
Can I compare customer success metrics across different segments?
Yes. Compare performance by customer segment, CSM, tier, industry, or any dimension you track. Identify which segments are performing well and where improvement opportunities exist.
How do I create CS reports for leadership or board meetings?
Export polished reports with one click. Choose from weekly summaries, quarterly board-ready reports, or custom views. Reports include key metrics, trends, and strategic insights formatted for executive audiences.
Can I get automated CS metric updates?
Yes. Set up automated weekly summaries delivered to Slack or email. Get notified of notable metric changes, accounts that need attention, and key trends—without manually checking the dashboard.