Metric Management

Understand where to find your customer insights as well as how to use them in effectively is critical. ClientSuccess will allow you to pull all of your customer data into one solution but how you use it to drive your business forward is up to you. Dive deep into our Client Grid, Contacts Grid, and reports to elevate and leverage the data that powers your success.

Metric Management Overview Videos

See All of Your Customers with the Grid

The ClientGrid in ClientSuccess gives you the ability to easily report on and manage all of your customer data in one easy to report and manage view. Save different views as Segments to use that view again in the future.

ClientSuccess Onboarding - Stage 6: Metric Management

Up Next: Stage 7 - Onboarding Success Audit

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