Sales account manager dashboard example

Why is a sales account manager dashboard useful?

Account management is a carefully planned and executed balancing act between customer retention and revenue growth from existing customers. Maintaining this balance requires close monitoring.

A dashboard with all the key metrics, will give any sales account manager an overview of their retention, revenue growth and customer happiness efforts and help shape future strategies to achieve monthly and quarterly goals.

If you are looking for a dashboard to monitor team KPIs instead, this template could be a good fit.

Integrations used

Who is this dashboard for?

A sales account manger.