
As a Customer success manager, Custom charts enable me to visualise important data related to customer success metrics, such as customer satisfaction scores, retention rates, adoption trends, or support ticket volumes. These visual representations provide valuable insights and help identify patterns, outliers, or areas that require attention. We can track key performance indicators (KPIs) and metrics in real-time with custom charts. This allows for proactive monitoring of customer health, early detection of potential issues, and prompt intervention to ensure customer success and satisfaction.
We create and share charts with internal stakeholders, such as sales teams, product managers, or executives, to align on customer success goals, showcase progress, and drive cross-functional collaboration. Review collected by and hosted on G2.com.
Creating and configuring custom charts requires technical expertise or familiarity with Jira and Confluence APIs, macros, or add-ons. As a CSM without a strong technical background, I find setting up and customising charts challenging. Review collected by and hosted on G2.com.