August's Dashboard of the Month is a Client Manager Dashboard inspired by the July User showcase Webinar: Tailoring Best Practices: Building Off of Your Daily Metrics with Josh Smith, the Director of Support Services, and Harrison Teel, the NOC Manager, at Systems Solutions in Paducah, KY.


Josh and Harrison built this Client Manager dashboard and cloned it out for each individual client manager in their office. The dashboard provides the client manager (aka account manager) a home base for managing their book of accounts. It includes proactive gauges such as:

  • CSAT follow ups
  • Tasks for Quarterly Business Reviews
  • Metrics focused on future client opportunities


Client Manager Dashboard - view here 

Client Manager Dashboard in BrightGauge


The Client Manager dashboard allows the Systems Solutions team to remain proactive while also setting goals and targets for obtaining new clients.


If you want to recreate and customize this dashboard for your team, check out the links below:

Client Manager Dashboard (public view link)

Client Manager Dashboard Buildout Key


Thank you, Josh and Harrison, for sharing your insights!


Make sure to visit our library of more report and dashboard templates and please feel free to reach out to with any questions!


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