Account manager dashboard

What is an account manager dashboard?

Account Managers (sometimes called ‘Client Services’) are responsible for building relationships with customers, helping to solve their problems and presenting them with the full range of solutions their company has to offer. Their focus on the overall commercial value of the customer (in particular through upselling / cross selling) separates them from other customer-facing functions like Customer Support.

Account Manager dashboards are likely to focus on metrics such as: overall account value, customer engagement, upselling and retention.

Focus area

Overview of accounts, accounts at risk

Who looks at it?

Account Manager

How often?

A few times a week

Try Easyflow for free and build a professional KPI dashboard in minutes

More dashboard examples

Ready to start automating?

Getting started with Easyflow is simple, secure and there's no installation required.

1. Choose your apps

Select and authorize the apps you want to sync.

2. Connect

Hundreds of prebuilt templates

3. Let it start!

Set it and forget it, Easyflow will take over from here!