The Business Analysis module encapsulates the mechanisms to aggregate and present data via multiple lists, charts and dashboard capabilities all collectively collaborating seamlessly with each other. Real-time feeds through cloud-based interfaces, batch utilities, and manual inputs built over a secure architecture are available via this module. Users start with example lists and analysis built on representative customer data.
Search Lists
Slice and dice with unlimited search
Save your searches and drop into dashboards
Latviv data broken out into meaningful data views for searches
CSM Weekly Reporting
Prepare consistent tabular lists for review by supervisors
Run through each engagement based on priority and other segmentation
Navigate to related areas or pull up full details contextually
Leverage dashboards to build and communicate stories and patterns
CSM Compensation and Appraisals
Analyze customer success function costs, efficiency metrics against revenue
Compare and contrast performance
Root cause renewal declines
Trend metrics to assess and predict
Set and persist quantifiable targets