Account Manager dashboard examples
Account Manager dashboards track the metrics that show whether customer relationships are healthy and growing — account value, retention risk, engagement, and upsell progress. Unlike sales dashboards focused on new business, these keep attention on the customers you already have.
Account Manager dashboard (SaaS company)
This dashboard is used by an Account Manager at a Saas company. In particular, they are responsible for successfully onboarding new customers, encouraging existing customers to upgrade their plan and also working with accounts who are at risk of cancelling their subscription (churn).
On the whole, this dashboard shows that things are going well. New accounts, upgrades, and a lack of churn is contributing to an increase in MRR (Monthly Recurring Revenue). We can also see that the onboarding process has gone smoothly this month, hitting the target for average days to fully onboard, as well as achieving a Customer Satisfaction (CSAT Score) of over 90%. (Additionally, this Account Manager has chosen to track individual accounts who have scored low, so she can get to the bottom of their poor experience.)
However, the story isn’t completely optimistic. The dashboard is highlighting a potential risk to future MRR; over 100 accounts have not engaged with the platform in over 45 days, (a sign they are likely to churn) including a number of premium accounts. The total MRR at risk from these accounts is over $15k. Fortunately, this Account Manager is now aware and able to take pre-emptive action.
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An Account Manager dashboard gives account managers a real-time view of their book of business — renewal dates, account health, revenue at risk, and activity against targets. It helps AMs stay on top of their accounts without manually pulling data from CRM and spreadsheets before every check-in.
Geckoboard is a live dashboard tool that connects to CRM and spreadsheet data to give Account Managers and their managers a real-time view of account health. Dashboards update automatically so the numbers are always current without anyone building a report.
Key metrics include ARR per account, renewal rate, expansion and contraction MRR, NPS, open tasks, and upsell pipeline. SaaS account managers often track churn risk signals alongside revenue metrics.
Building a custom Account Manager dashboard is straightforward with Geckoboard's dashboard builder. Connect Salesforce, Google Sheets, and SQL databases and custom data sources to pull account data into one view, then pick your metrics and build the view you need. Share with your team as a TV dashboard, shared link, or scheduled snapshot. Start a free trial or learn more about how Geckoboard works.
Use it to keep track of which accounts need attention before a renewal or escalation becomes urgent. It also gives managers a shared view of the whole team, showing how account coverage and retention metrics are tracking.