A customer success KPI dashboard for CSMs, success leaders, and revenue teams in Taskade. Tracks net revenue retention, gross retention, churn, expansion, and account health — live from Gainsight, ChurnZero, or Salesforce.
What's Included
- Account Health Database: Table view with health score, ARR, renewal date, and CSM owner per account
- Retention Trend Board: Board view grouping accounts by green/yellow/red health
- CSM Coaching Agent: AI agent reads health + usage trends and suggests outreach plays for each at-risk account
- At-Risk Automation: When health drops below threshold or a renewal lands inside 90 days red, the automation opens a save-play in the CSM workspace
- Weekly NRR Digest: Auto-drafted Monday email with renewals at risk, expansions to push, and accounts to celebrate
- Cohort Retention: New-cohort retention by quarter
Why This Template Wins
- Account health refreshes hourly: Gainsight and Salesforce integrations write the values; the agent narrates the trend
- Save plays drafted automatically: The agent reads usage drop signals and proposes the email + meeting + intervention sequence for each at-risk account
- Expansion signals don't get missed: Accounts with feature-adoption breakthroughs get flagged for the AE handoff
How to Use
- Clone this template into your Taskade workspace
- Customize health-score formula and segment definitions
- Connect Gainsight, Salesforce, ChurnZero
- Train the CSM Coaching Agent on your save plays
- Set up automation triggers for at-risk flags and Monday NRR digest
FAQ
Does this work for SMB and enterprise CS teams?
Yes. SMB emphasizes volume coverage and digital plays; enterprise emphasizes stakeholder mapping and executive sponsor outreach. The agent adapts the recommended play set per segment.
Can the agent identify expansion-ready accounts?
Yes. The agent reads product-usage signals — feature adoption breadth, seat growth, integration activity — and surfaces accounts ready for an expansion conversation.
What plan supports a 30-CSM team?
Pro ($16/mo annual) handles the team. Business ($40/mo) adds advanced renewal forecasting and audit logs.
CTA
Try this template free in Taskade. For Gainsight setup, see /learn/automation/automations-execution. Pair with the Customer Success CRM. Browse CS apps in the Community Gallery.