Notion CSM Dashboard - A second brain for customer success managers

Hey PH Community! I’m Carina, the creator of the CSM Dashboard! This is my very first Product Hunt launch and I'm super excited to introduce you to my latest Notion Dashboard. As a Head of Customer Success, I'm well aware of how unpredictable the day in the life of a CSM can be, switching from success planning to putting out a fire with a customer and everything in between. This is a heavy cognitive overload and means that information is scattered across multiple apps, paper notes and even your brain. This makes you dread the moment when you need to put together a status update for your manager. I have looked for solutions in the market but none met the unique needs of a CSM. So I decided to create the CSM Dashboard in Notion. The CSM Dashboard is a Second Brain specifically designed for CSMs, allowing you to easily stay on top your accounts and all the important aspects of your work in a single app. It is designed to help you store information, plan your activities, track your workload and measure your impact on your customers. It can replace google drive, google docs, google sheets, apple notes and more. The CSM Dashboard includes: • Quarterly KPIs tracker • High Impact Activities tracker • Accounts & Contacts database • Projects Tracker • Meetings & Tasks calendar • Upcoming Renewals • Time Tracker • Product requests tracker • Resource database • Step-by-step guide on how to add your data • Video walkthrough By using the CSM Dashboard, you’ll be able to: • Streamline your workflows • Get a complete picture of your book of business • Reduce your workload • Free up time to be more proactive with customers • Increase your efficiency • and stand out from your peers! I’ll be here all day, so feel free to drop your thoughts or questions about this Notion dashboard. Have a great day, Carina

The product looks amazing - going to try it out for sure

Thank you for laying out so clearly all the metrics and tasks that a CS leader needs to continuously keep track of to ensure the success of their org! This is super useful!!

This is the most comprehensive CSM dashboard I’ve seen so far. Your deep expertise and first hand experience in Customer Success makes this dashboard stand out from every other tools I’ve seen in the market. Thank you, Carina!

Congratulations on your Product Hunt launch! The CSM Dashboard sounds like a game-changer for Customer Success Managers. I love how it addresses the unique needs of CSMs and provides a centralized platform in Notion for managing accounts, tracking activities, and measuring impact. The list of features is impressive, and the benefits, such as streamlining workflows and increasing efficiency, are compelling.

I think this offers a great framework to support all customer services activities and can be used in the early design phase to plan ahead and embed CSM needs in the product/service design. Well done, a very comprehensive product!

Love how it's so creative and simple!!!!

Huge congrats on your first launch Carina! You're rocking it!

Congrats Carina for your launch! The template looks amazing! The list of feature is huge and the price is super convenient!

Thank you, Carina. This is the best CMS dashboard I have used. It is intuitive and gets me right to the information I need for customers. From one CSM to another, you nailed it. Awesome work.