Carina Brasil da Cunha

Notion CSM Dashboard - A second brain for customer success managers

The Notion CSM dashboard is an all-in-one operating system for CSMs to manage customers' information, plan and execute on projects and tasks and track performance against KPIs.

Add a comment

Replies

Best
Carina Brasil da Cunha
Hey PH Community! I’m Carina, the creator of the CSM Dashboard! This is my very first Product Hunt launch and I'm super excited to introduce you to my latest Notion Dashboard. As a Head of Customer Success, I'm well aware of how unpredictable the day in the life of a CSM can be, switching from success planning to putting out a fire with a customer and everything in between. This is a heavy cognitive overload and means that information is scattered across multiple apps, paper notes and even your brain. This makes you dread the moment when you need to put together a status update for your manager. I have looked for solutions in the market but none met the unique needs of a CSM. So I decided to create the CSM Dashboard in Notion. The CSM Dashboard is a Second Brain specifically designed for CSMs, allowing you to easily stay on top your accounts and all the important aspects of your work in a single app. It is designed to help you store information, plan your activities, track your workload and measure your impact on your customers. It can replace google drive, google docs, google sheets, apple notes and more. The CSM Dashboard includes: • Quarterly KPIs tracker • High Impact Activities tracker • Accounts & Contacts database • Projects Tracker • Meetings & Tasks calendar • Upcoming Renewals • Time Tracker • Product requests tracker • Resource database • Step-by-step guide on how to add your data • Video walkthrough By using the CSM Dashboard, you’ll be able to: • Streamline your workflows • Get a complete picture of your book of business • Reduce your workload • Free up time to be more proactive with customers • Increase your efficiency • and stand out from your peers! I’ll be here all day, so feel free to drop your thoughts or questions about this Notion dashboard. Have a great day, Carina
Carina Brasil da Cunha
@mario_mouraz1 Thanks for sharing Mário!
vivan puri
The product looks amazing - going to try it out for sure
Carina Brasil da Cunha
@vivan_puri5 Thank you so much for the support, Vivan! Let me know your thoughts when you try it out!
Loan Koning
Thank you for laying out so clearly all the metrics and tasks that a CS leader needs to continuously keep track of to ensure the success of their org! This is super useful!!
Carina Brasil da Cunha
@lkoning Thank you so much for the feedback!
Alexandros Marantelos
🔌 Plugged in
This is the most comprehensive CSM dashboard I’ve seen so far. Your deep expertise and first hand experience in Customer Success makes this dashboard stand out from every other tools I’ve seen in the market. Thank you, Carina!
Carina Brasil da Cunha
@alexandros_marantelos Thank you so much Alex! I'm glad to hear this feedback from an experienced CS manager and leader like you!
Deepak Yadav
Congratulations on your Product Hunt launch! The CSM Dashboard sounds like a game-changer for Customer Success Managers. I love how it addresses the unique needs of CSMs and provides a centralized platform in Notion for managing accounts, tracking activities, and measuring impact. The list of features is impressive, and the benefits, such as streamlining workflows and increasing efficiency, are compelling.
Carina Brasil da Cunha
@worklab Hi Deepaak, I truly appreciate your feedback and recognition of the benefits included! Your perspective is really valuable given your immense expertise with Notion.
Alessia Isjanas
I think this offers a great framework to support all customer services activities and can be used in the early design phase to plan ahead and embed CSM needs in the product/service design. Well done, a very comprehensive product!
Carina Brasil da Cunha
@alessia_isjanas Thank you so much for the feedback and for your perspective from a service design standpoint!
Saadique Merchant
Love how it's so creative and simple!!!!
Carina Brasil da Cunha
@saadique_merchant Thank you for the feedback Saadique!
Pascio
Huge congrats on your first launch Carina! You're rocking it!
Carina Brasil da Cunha
@iampascio Thank you so much Pascio! I'm applying all the lessons I gathered from you!
Nicole Demarchi
Congrats Carina for your launch! The template looks amazing! The list of feature is huge and the price is super convenient!
Carina Brasil da Cunha
@nicole_demarchi Thank you so much for your feedback and support!
Edward Weldon
Thank you, Carina. This is the best CMS dashboard I have used. It is intuitive and gets me right to the information I need for customers. From one CSM to another, you nailed it. Awesome work.
Carina Brasil da Cunha
@edward_weldon Thank you so much Edward! This means a lot coming from another CS practitioner and leader!
Gavi | Notion Central
This looks fantastic, well done Carina!
Assim | Notion Creator
Congratulations, Carina, on this awesome template! I'm calling all CSMs out there to try it. It will make your work much more manageable and seamless.
Carina Brasil da Cunha
@heyassim Thank you so much Assim!
Dyego Turl
It’s the best CSM Dashboard I’ve encountered so far. Congratulations, Carina!
Felix
Huge congratulations on the launch Carina! Can not wait to check it out! If I can ask you, what was the hardest part about building that template?
Carina Brasil da Cunha
@felix_digistash Thank you so much for your support, Felix! I would say that the hardest part was to make sure that the dashboard captures all the moving pieces in a CSM's day-to-day while keeping it simple and easy to use to ensure it will actually add value to a CSM's life and not create more work.
Selida
CSM is both crucial and currently underserved from a product perspective. Carina’s CSM Dashboard is an incredible option to get an immediate CSM structure in place
Carina Brasil da Cunha
@dom_spanos Thank you so much for the support and feedback!
Jodi Trauberman
Amazing work Carina. Wishing all the best with it my friend. ☘️
Pedro Carvalho
Wow! The CSM dashboard looks amazing and it's perfect to help us keep track of things and continusly improve customer metrics and retention. Super impressed!
Carina Brasil da Cunha
@pedro_carvalho5 Thank you for the support and feedback!
Lukas
Congrats on your launch Carina. Looks like a great product! ;)
Diego Sousa
congratulations for the work @carina_brasil_da_cunha , the template helps to clarify and direct the steps and actions... success
Carina Brasil da Cunha
@diego_sousa2 Thank you Diego! I hope you're enjoying using it!
Anna Cuxart
This looks so promising! Keep up the great work @carina_brasil_da_cunha 😊🔥
Carina Brasil da Cunha
@anna_cuxart1 Thank you so much Anna!