Customer Priorities Dashboard

Fifty accounts. Monday morning. Who needs you today?

The honest answer: you don't know. You have a sense—there's that renewal coming up, that escalation from last week, that champion who went quiet. But when you sit down to plan your day, you start with whoever emailed last. Whoever's loudest. Whoever happens to be top of mind.

Meanwhile, a quiet account with a renewal in 30 days and a disengaged champion drifts toward churn. You'll find out in 29 days, when it's too late to do anything about it.

This is how most CSMs work: reactive by default, strategic by accident. Not because they don't care, but because there's no system telling them where to look. The information exists—in your CRM, your support tool, your calendar, your head—but it's scattered across systems and filtered through your own recency bias.

This template replaces the guessing.

Upload your portfolio. The system analyzes every account across seven signal types: renewal risk, support escalations, activity gaps, champion changes, expansion readiness, relationship decay, and CSM-flagged concerns.

Each morning, you get a ranked list. Your top 7 priorities. Not alphabetical. Not by revenue. By who actually needs attention today and why.

Each priority comes with context: why it surfaced, estimated time to address, and talk tracks for the conversation. You're not just told who to call—you're told what to say.

The algorithm handles conflicts. When signals compete, the system decides. Escalation beats expansion opportunity. Negative signals override positive ones. A customer with a support ticket and an upsell opportunity gets flagged for the ticket first.

Incomplete items carry forward with a 20% urgency boost. Yesterday's priority you didn't get to becomes today's higher priority. Nothing falls through the cracks.

The sample portfolio shows 15 customers with realistic signal patterns. Watch how priorities shift day to day. See the kanban board tracking follow-through.

Stop reacting to whoever's loudest. Start working the accounts that actually need you.

Know exactly who needs you today.