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Name Folder Subfolder Description Link
Cases Closed (Last 180 Days) by Type (Pie Chart) Risks & Health Score Risks PURPOSE: To understand the distribution of Closed Cases by Case Type in the past 180 days; CUSTOM FIELDS: None https://jbcxm.na34.visual.force.com/apex/vault?id=f3h993qktohjmvantst5f89nh
Cases Opened (all-time) by Segment (Pie Chart) Risks & Health Score Risks PURPOSE: To understand the distribution of all Cases ever opened by Segment; CUSTOM FIELDS: Customer Info::Segment https://jbcxm.na34.visual.force.com/apex/vault?id=4ivas7xij4jpixyci6hvvj3ef
Count of Accounts by Account Stage Announcements, Updates & Internal Planning   PURPOSE: To understand how many active accounts currently exist in each of your account stages; CUSTOM FIELDS: None https://jbcxm.na34.visual.force.com/apex/vault?id=gjafd0f65qp9z4vn4q4vxxb9u
Count of Accounts by CSM by Team Announcements, Updates & Internal Planning   PURPOSE: To understand the account load of each CSM Team, segmented by CSM ownership; CUSTOM FIELDS: CustomerInfo::CSM Team https://jbcxm.na34.visual.force.com/apex/vault?id=14ffsqdv0w6rs7tmfkregs0re
Count of Accounts by Health Score Type by CSM Risks & Health Score Health Score PURPOSE: To understand health scores across each CSM's account load; CUSTOM FIELDS: None https://jbcxm.na34.visual.force.com/apex/vault?id=gdm6zd73jiynuk3ez5bocce0
Count of Accounts by Health Score Type by Industry Risks & Health Score Health Score PURPOSE: To understand health across industries by viewing all Accounts by Industry, segmented by Health Score Type; CUSTOM FIELDS: None https://jbcxm.na34.visual.force.com/apex/vault?id=dzerrj5c7n8rp25glw6f4wrve
Count of Accounts by Health Score Type by Team Risks & Health Score Health Score PURPOSE: To understand health across CSM Teams by viewing all Accounts by Team, segmented by Health Score Type; CUSTOM FIELDS: Customer Info::CSM Team https://jbcxm.na34.visual.force.com/apex/vault?id=1fhjekljwhb3uqc9d2gvuczg6
Count of Accounts by Segment (Pie Chart) Announcements, Updates & Internal Planning   PURPOSE: To understand the distribution of your accounts across segments; CUSTOM FIELDS: Customer Info::Segment https://jbcxm.na34.visual.force.com/apex/vault?id=44xeeq0pk8gbyf4doaveoblqc
Count of Accounts by Stage by CSM Announcements, Updates & Internal Planning   PURPOSE: To understand how many accounts each CSM manages, segmented by Account Stage; CUSTOM FIEDS: None https://jbcxm.na34.visual.force.com/apex/vault?id=1s4l283tbafte559rnq7qzg0b
Count of Active Accounts by CSM Announcements, Updates & Internal Planning   PURPOSE: To understand how many accounts each CSM manages; CUSTOM FIELDS: None https://jbcxm.na34.visual.force.com/apex/vault?id=ekp8semc419vkeyhtvufk5lfs
Count of Advocacy Milestones by CSM (Last 90 Days) NPS & Advocacy Advocacy PURPOSE: To view all recently created Advocacy Milestones by CSM; CUSTOM FIELDS: None, but do need Reference/Advocacy milestones https://jbcxm.na34.visual.force.com/apex/vault?id=hc4pfn38xapk6lq5vpqr486ts
Count of Cases Opened by Week (Last 90 days) Risks & Health Score Risks PURPOSE: To understand Case open rate over the past 3 months; CUSTOM FIELDS: None https://jbcxm.na34.visual.force.com/apex/vault?id=6hsgsqjp84qwrrpgfg9jvsjf3
Count of Closed CTAs by Assignee (Last 7 Days) CTAs & Success Plans CTAs PURPOSE: To understand CSM workload by recently closed CTAs; CUSTOM FIELDS: None https://jbcxm.na34.visual.force.com/apex/vault?id=4zlg5n0xjhn244f8y3abp1fpy
Count of Closed CTAs by Month Closed & Assignee CTAs & Success Plans CTAs PURPOSE: To provide insight into CSM workload via CTAs closed on a monthly basis: CUSTOM FIELDS: None https://jbcxm.na34.visual.force.com/apex/vault?id=f1zfjs1p6swye400luo8d7zjh
Count of Completed Success Plan Objectives by Week Closed by Assignee CTAs & Success Plans Success Plans PURPOSE: To view all completed Success Plan objectives over time, segmented by Assignee; CUSTOM FIELDS: None https://jbcxm.na34.visual.force.com/apex/vault?id=1dra0yxbuz79e2uxp4i0qhpkd
Count of Flagged Risks by Reason across Last 6 Months CTAs & Success Plans CTAs PURPOSE: To compile all Flagged Risk CTAs from the past 6 months and segment by CTA Reason; CUSTOM FIELDS: None https://jbcxm.na34.visual.force.com/apex/vault?id=6tgfnxesp569wf2drevp1u5u6
Count of Lifecycle Milestones Created by Week from Past 90 Days Lifecycle - GoLive, Launch & Adopt   PURPOSE: To understand how many lifecycle milestones have been created week over week; CUSTOM FIELDS: None https://jbcxm.na34.visual.force.com/apex/vault?id=aays8pdzu0xglw17ohr5rq65j
Count of New Success Plan Objectives by Assignee CTAs & Success Plans Success Plans PURPOSE: To view all Success Plan Objectives opened in the past 30 days by Objective Assignee; CUSTOM FIELDS: None https://jbcxm.na34.visual.force.com/apex/vault?id=d5b6be5bhy30qhisqf8lvykw
Count of NPS Responses by Response Type by CSM NPS & Advocacy NPS PURPOSE: To show total number of NPS Scores by Response Type over time (categorized by month); CUSTOM FIELDS: None https://jbcxm.na34.visual.force.com/apex/vault?id=fdyb4adguffxbp0heuv3n773u
Count of NPS Responses by Response Type by Month (Past Year) NPS & Advocacy NPS PURPOSE: To show total number of NPS Scores by Response Type over time (categorized by month); CUSTOM FIELDS: None https://jbcxm.na34.visual.force.com/apex/vault?id=haiqrifgsjvgg200dp91vud5r
Count of NPS Responses by Response Type by Team NPS & Advocacy NPS PURPOSE:To compile all NPS responses by Team for a certain date range, segmented by Response Type; CUSTOM FIELDS: Customer Info::CSM Team https://jbcxm.na34.visual.force.com/apex/vault?id=7oqg7tvh9a71n0wp3gm2pd5g7
Count of NPS Responses by Response Type by Week (Last 90 Days) NPS & Advocacy NPS PURPOSE: To understand the distribution of recent NPS responses by Response Type and Week; CUSTOM FIELDS: None https://jbcxm.na34.visual.force.com/apex/vault?id=e230rofbgd9x3rrib1teuiyrz
Count of Open CTAs by Assignee CTAs & Success Plans CTAs PURPOSE: To understand each CSM's current workload by CTA count; CUSTOM FIELDS: None https://jbcxm.na34.visual.force.com/apex/vault?id=2306po5j35us57bg7c4sz6qve
Count of Open CTAs by Assignee & Status CTAs & Success Plans CTAs PURPOSE: To understand ownership and status of all currently open CTAs; CUSTOM FIELDS: None https://jbcxm.na34.visual.force.com/apex/vault?id=bin125bjwpxbl3wk5r42ifyo8
Count of Open CTAs by CTA Type CTAs & Success Plans CTAs PURPOSE: To understand the scope (via type) of your currently open CTAs; CUSTOM FIELDS: None https://jbcxm.na34.visual.force.com/apex/vault?id=4jxviq5wwn5gozqc8age7y95e
Count of Open CTAs by CTA Type by Assignee CTAs & Success Plans CTAs PURPOSE: To understand the scope of each CSM's workload via Open CTAs segmented by CTA Type; CUSTOM FIELDS: None https://jbcxm.na34.visual.force.com/apex/vault?id=ckv31z78suu5yebtda7axf6e1
Count of Open Handoff CTAs by CSM Lifecycle - New Customer & Kickoff   PURPOSE: To understand the landscape of upcoming Sales-to-CSM Handoffs; CUSTOM FIELDS: None https://jbcxm.na34.visual.force.com/apex/vault?id=fg1stkeau52moor10fmoebml9
Count of Opened CTAs by Assignee (Last 7 Days) CTAs & Success Plans CTAs PURPOSE: To understand CSM workload by opened/created CTAs in the past 7 days; CUSTOM FIELDS: None https://jbcxm.na34.visual.force.com/apex/vault?id=3xwxjv72jylg93ny5mnxfojj7
Count of Overdue CTAs by Assignee CTAs & Success Plans CTAs PURPOSE: To compile all overdue CTAs by CTA Assignee; CUSTOM FIELD: None https://jbcxm.na34.visual.force.com/apex/vault?id=emf91ozt5tf771fxlxfy2mvpk
Count of Overdue CTAs by Assignee & Status CTAs & Success Plans CTAs PURPOSE: To understand the status and owner of all overdue CTAs; CUSTOM FIELDS: None https://jbcxm.na34.visual.force.com/apex/vault?id=dpfbkhdr6qr7mfj8kuxx9jyg
Count of Overdue Success Plan Objectives by Assignee CTAs & Success Plans Success Plans PURPOSE: To compile all Overdue Success Plan Objectives by the Objective Assignee; CUSTOM FIELDS: None https://jbcxm.na34.visual.force.com/apex/vault?id=5kilcnqyk6udfboog4tfogv67
Cumulative ARR from Closed Won New Business Opportunities (this quarter) ARR Reporting Opportunities PURPOSE: To accumulate ARR from all Closed Won New Business Opportunities over time for the currentquarter; CUSTOM FIELDS: None https://jbcxm.na34.visual.force.com/apex/vault?id=3ggumbjkxzefji8ruteawx6s2
Cumulative ARR from Closed Won Renewal Opportunities (this quarter) ARR Reporting Opportunities PURPOSE: To accumulate ARR from all Closed Won Renewal Opportunities over time for the current quarter; CUSTOM FIELDS: None https://jbcxm.na34.visual.force.com/apex/vault?id=gzelkfrm27std66a8r6s4k3of
Cumulative ARR from Closed Won Upsell Opportunities (this quarter) ARR Reporting Opportunities PURPOSE: To accumulate ARR from all Closed Won Renewal Opportunities over time for the current quarter; CUSTOM FIELDS: None https://jbcxm.na34.visual.force.com/apex/vault?id=36xyxvtaxpdiqhs0j874c7b9f
Flagged Risk CTAs by Month Opened & CTA Reason (Current Quarter) CTAs & Success Plans CTAs PURPOSE: To understand how many Flagged Risk CTAs have been opened by month in each Risk category; CUSTOM FIELDS: None https://jbcxm.na34.visual.force.com/apex/vault?id=768rzydq5eeh94otsiln3mvnw
List of Advocacy Milestones NPS & Advocacy Advocacy PURPOSE: To compile all Advocacy milestones across your customer base; CUSTOM FIELDS: None, but do need Advocacy/Reference milestones https://jbcxm.na34.visual.force.com/apex/vault?id=hcpyiz8mfqhderdvqt4e9ipx
List of Closed Won New Business Opportunities (this quarter) ARR Reporting Opportunities PURPOSE: To view the detailed list of Closed Won New Business Opportunities from the current quarter https://jbcxm.na34.visual.force.com/apex/vault?id=bcihxqo3kn4a0evu8cykzmf38
List of Closed Won Renewal Opportunities (this quarter) ARR Reporting Opportunities PURPOSE: To view the detailed list of Closed Won Renewal Opportunities from the current quarter; CUSTOM FIELDS: None https://jbcxm.na34.visual.force.com/apex/vault?id=4xuwxl18jg6eh1v4apg6pjhx8
List of Closed Won Upsell Opportunities (this quarter) ARR Reporting Opportunities PURPOSE: To view a detailed list of all Closed Won Upsell Opportunities from the current quarter; CUSTOM FIELDS: None https://jbcxm.na34.visual.force.com/apex/vault?id=fipo6ob242d309d2x8em8bea3
List of CTAs Created in the Past Week CTAs & Success Plans CTAs PURPOSE: To compile all recently created CTAs; CUSTOM FIELDS: None https://jbcxm.na34.visual.force.com/apex/vault?id=fdgq0bdtw4itdpt4b69b2do1b
List of Key Sponsors Across Active Accounts NPS & Advocacy Advocacy PURPOSE: To compile all Key Sponsors/Contacts across your accounts; CUSTOM FIELDS: None https://jbcxm.na34.visual.force.com/apex/vault?id=fawkuulp8jzu1payffctrcm3l
List of Milestones Dated in Last Week ARR Reporting Opportunities PURPOSE: To compile all milestones dated in the last week; CUSTOM FIELDS: None https://jbcxm.na34.visual.force.com/apex/vault?id=fwgg6k6hb4zt3ixoeliq8wtwu
List of NPS Detractor Responders NPS & Advocacy NPS PURPOSE: View all NPS Dectractors from the Previous and Current Year. Specify date range using the 'Response Date' filter; CUSTOM FIELDS: None https://jbcxm.na34.visual.force.com/apex/vault?id=bwfei32k5h2xod2lcyfv2nh5h
List of NPS Passive Responders NPS & Advocacy NPS PURPOSE: View all NPS Passives from the Previous and Current Year. Specify date range using the 'Response Date' filter; CUSTOM FIELDS: None https://jbcxm.na34.visual.force.com/apex/vault?id=dfnkhenxkw0lpti2dhgobe8m8
List of NPS Promoter Responders NPS & Advocacy NPS PURPOSE: View all NPS Promoters from the Previous and Current Year. Specify date range using the 'Response Date' filter; CUSTOM FIELDS: None https://jbcxm.na34.visual.force.com/apex/vault?id=cfmoeadnonn2qma936wiizgdx
List of Open Bugs Risk CTAs Risks & Health Score Health Score PURPOSE: To compile all open Bugs Risk CTAs; CUSTOM FIELDS: None https://jbcxm.na34.visual.force.com/apex/vault?id=4w58rg1hklltb36wq6ly0us0k
List of Open Company Risk CTAs Risks & Health Score Health Score PURPOSE: To compile all open Company Risk CTAs; CUSTOM FIELDS: None https://jbcxm.na34.visual.force.com/apex/vault?id=cwzf8wy1wecesuif3vdbvysps
List of Open EBR CTAs Lifecycle - Renewal, Expansion & EBRs   PURPOSE: To show all upcoming Executive Business Reviews (via Open EBR CTAs), along with CTA Owner and Due Date; CUSTOM FIELDS: None https://jbcxm.na34.visual.force.com/apex/vault?id=43d36lyr44af2ies6fi84ijyl
List of Open Product Risk CTAs Risks & Health Score Health Score PURPOSE: To compile all open Product Risk CTAs; CUSTOM FIELDS: None https://jbcxm.na34.visual.force.com/apex/vault?id=vdlugro91fpazvc8lbzf7zxw
List of Open Sentiment Risk CTAs NPS & Advocacy NPS PURPOSE: To compile all open Sentiment Risk CTAs; CUSTOM FIELDS: None https://jbcxm.na34.visual.force.com/apex/vault?id=yxh2044wwpout9yxsst72r7m
List of Open Support Risk CTAs Risks & Health Score Health Score PURPOSE: To compile all Open Support Risk CTAs; CUSTOM FIELDS: None https://jbcxm.na34.visual.force.com/apex/vault?id=bxxz24szrb1tb7hkxw2bpemo1
List of Open Upsell Opportunities ARR Reporting Opportunities PURPOSE: To compile a list of all open Upsell Opportunities; CUSTOM FIELDS: None https://jbcxm.na34.visual.force.com/apex/vault?id=ec1wmgcjtav0fyazuuifsk7wh
List of Open, Flagged Bugs Risk CTAs Risks & Health Score Health Score PURPOSE: To compile all open, flagged Bugs Risk CTAs; CUSTOM FIELDS: None https://jbcxm.na34.visual.force.com/apex/vault?id=bfqv3ucndqpmqhoxvr4371vgs
List of Open, Flagged Company Risk CTAs Risks & Health Score Health Score PURPOSE: To compile all open, flagged Company Risk CTAs; CUSTOM FIELDS: None https://jbcxm.na34.visual.force.com/apex/vault?id=3w61u870nesq5z8e8nb66tgn4
List of Open, Flagged Product Risk CTAs Risks & Health Score Health Score PURPOSE: To compile all open, flagged Product Risk CTAs; CUSTOM FIELDS: None https://jbcxm.na34.visual.force.com/apex/vault?id=ztryouxrg4pj5c02gwb8mkw5
List of Open, Flagged Risk CTAs for Accounts >$100K ARR CTAs & Success Plans CTAs PURPOSE: To compile all Open, Flagged Risk CTAs for Accounts with greater than 100K in ARR; CUSTOM FIELDS: None https://jbcxm.na34.visual.force.com/apex/vault?id=6iygmyspg0n3sac3fqj59b1tg
List of Open, Flagged Risk CTAs for Accounts >50K ARR CTAs & Success Plans CTAs PURPOSE: To compile a list of all existing flagged risks for accounts greater than 50k in ARR; CUSTOM FIELDS: None https://jbcxm.na34.visual.force.com/apex/vault?id=5pqz6jxg1tnflco1gipnw3glt
List of Open, Flagged Risk CTAs for High Risk Accounts CTAs & Success Plans CTAs PURPOSE: To compile all Open, Flagged Risk for High Risk Accounts; CUSTOM FIELDS: None https://jbcxm.na34.visual.force.com/apex/vault?id=cbtbcrp8ks075m8p829cs399r
List of Open, Flagged Sentiment Risk CTAs Risks & Health Score Health Score PURPOSE: To compile all open, flagged Sentiment Risk CTAs; CUSTOM FIELDS: None https://jbcxm.na34.visual.force.com/apex/vault?id=7lf5l5dcwpfstjq6d9j23eglp
List of Open, Flagged Support Risk CTAs Risks & Health Score Health Score PURPOSE: To compile all Open, Flagged Support Risk CTAs; CUSTOM FIELDS: None https://jbcxm.na34.visual.force.com/apex/vault?id=dda8qiff6zpcrgwl9jrfc6ng0
List of Upcoming Renewals (next 60 days) ARR Reporting New Biz, Renewal & Upsell Analytics PURPOSE: To compile a list of your 60-day Renewal Pipeline; CUSTOM FIELDS: None https://jbcxm.na34.visual.force.com/apex/vault?id=2plxufi9yi6zfrkfb6bo7zgzh
New Business ROI -- CS Qualified Advocacy Events ROI of Customer Success   PURPOSE: To track how many Advocacy events occurred from customers qualified by Customer Success; CUSTOM FIELDS: None, but need 'Advocacy' miestone https://jbcxm.na34.visual.force.com/apex/vault?id=66hhmg6831iennajnxcjojefp
New Business ROI -- CSM Involved in the Sales Cycle ROI of Customer Success   PURPOSE: To track how much New Business ARR closed with CSM involvement in the sales cycle; CUSTOM FIELDS:Opportunity:CSM Involved in Sale? (User Lookup) https://jbcxm.na34.visual.force.com/apex/vault?id=d524a9a0fe49sclcrbyil48k3
New Business ROI -- Customer Reference Occurred ROI of Customer Success   PURPOSE: To track how much New Business ARR closed after a customer reference; CUSTOM FIELDS: Opportunity: Reference - Which Account (Account Lookup) https://jbcxm.na34.visual.force.com/apex/vault?id=5qpnkwokuy5rvxtshfviduwkt
New Business ROI -- Customer Referral Lead Source ROI of Customer Success   PURPOSE: To track how much New Business ARR closed from Customer Referral Leads; CUSTOM FIELDS: Add 'Customer Referral' option to 'Lead Source' field https://jbcxm.na34.visual.force.com/apex/vault?id=6c54wxl3kdvepy2yiyf7bmgfh
New Business ROI -- Premier CSM ARR & Advisory Services ROI of Customer Success   PURPOSE: To track New Business that is from CSM-specific offerings; CUSTOM FIELDS: Opportunity::Advisory Services, Opportunity::Premier CSM ARR https://jbcxm.na34.visual.force.com/apex/vault?id=b8t89ov5dt0yhv5rrj7docqvx
New Business ROI -- Repeat Buyers ROI of Customer Success   PURPOSE: To track how much New Business ARR closed with a Sponsor who had previously bought Gainsight; CUSTOM FIELDS: Account::Repeat Buyer? https://jbcxm.na34.visual.force.com/apex/vault?id=go1bg1v9v4wemw6kncrkry82y
New Customer Details Table Lifecycle - New Customer & Kickoff   PURPOSE: To compile important details for newly signed customers; CUSTOM FIELDS: None https://jbcxm.na34.visual.force.com/apex/vault?id=fhj4896ahj407zcdzw7k3l76e
Open Cases by Priority (Pie Chart) Risks & Health Score Risks PURPOSE: To understand the distribution of Open Cases by Case Priority; CUSTOM FIELDS: None https://jbcxm.na34.visual.force.com/apex/vault?id=7f5hgwsdzmlz63sk40osyhll1
Open Cases by Type (Pie Chart) Risks & Health Score Risks PURPOSE: To understand the distribution of Open Cases by Case Type; CUSTOM FIELDS: None https://jbcxm.na34.visual.force.com/apex/vault?id=d1y90zpinizazvsolyewdyb9u
Open CTAs by Reason (by CSM) CTAs & Success Plans CTAs PURPOSE: To determine top reasons for CTAs created, by CSM. CUSTOM FIELDS: None https://jbcxm.na34.visual.force.com/apex/vault?id=fqxt5hq88xmmzkd3ya183nqbb
Overdue CTA Percentage by CSMs (by CTA Status) CTAs & Success Plans CTAs PURPOSE: Shows the count of open CTAs and what percentage are overdue. CUSTOM FIELDS: None https://jbcxm.na34.visual.force.com/apex/vault?id=ebsw2p3jka4uxy1mxy9xrcj4w
Overdue CTAs by CSMs (by CTA Status) CTAs & Success Plans CTAs PURPOSE: Shows the count of CTAs that have not been closed, ranked in descending order by CSM. CUSTOM FIELDS: None https://jbcxm.na34.visual.force.com/apex/vault?id=25o0oifn2yai9rrmih7xpyhsu
Overdue CTAs by Reason (by CSM) CTAs & Success Plans CTAs PURPOSE: To determine top reasons for overdue CTAs, by CSM. CUSTOM FIELDS: None https://jbcxm.na34.visual.force.com/apex/vault?id=108dvc5qqql6o9rw8fpxr0lt3
Percentage of Accounts by Health Score Type by CSM Risks & Health Score Health Score PURPOSE: To view Health Scores per CSM as a percentage of all accounts; CUSTOM FIELDS: None https://jbcxm.na34.visual.force.com/apex/vault?id=amiy5lo26ajt0cfefqmlrnyls
Percentage of Accounts by Health Score Type by Stage Risks & Health Score Health Score PURPOSE: To understand health across stages by viewing percentage of Accounts in each Health Score Type by Stage; CUSTOM FIELDS: None https://jbcxm.na34.visual.force.com/apex/vault?id=70tinzssi5k3pyhxszge9bwt4
Percentage of ARR Snapshot by Segment over Time ARR Reporting New Biz, Renewal & Upsell Analytics PURPOSE: To view the percentage of customer ARR by Segment over time; CUSTOM FIELDS: Usage Data::ARRSnapshot, Customer Info::Segment https://jbcxm.na34.visual.force.com/apex/vault?id=1v2s09vf51zzu4lx4qrcqi1gt
Percentage of ARR Snapshot by Team over Time ARR Reporting New Biz, Renewal & Upsell Analytics PURPOSE: To view the percentage of customer ARR by CSM Team over time; CUSTOM FIELDS: Usage Data::ARR Snapshot, Customer Info::CSM Team https://jbcxm.na34.visual.force.com/apex/vault?id=a45q3lrgfbwx4rmfi6bauvlpi
Percentage of NPS Responses by Response Type by CSM NPS & Advocacy NPS PURPOSE: To compile all NPS responses by CSM for a certain date range (via Response Date filter), segmented by NPS response; CUSTOM FIELDS: None https://jbcxm.na34.visual.force.com/apex/vault?id=1g0e5dfxddfx6c279m6vlbimb
Percentage of NPS Responses by Response Type by Segment NPS & Advocacy NPS   https://jbcxm.na34.visual.force.com/apex/vault?id=f8bxc3s6gel32ufvgrx85sakf
Percentage of NPS Responses by Response Type by Team NPS & Advocacy NPS PURPOSE: To view NPS Response Types per Team as a percentage of all Team NPS responses for a certaintime range; CUSTOM FIELD: Customer Info::CSM Team https://jbcxm.na34.visual.force.com/apex/vault?id=23xk27ag7np9pa0imqlsnsjqx
Percentage of NPS Responses by Response Type per Quarter NPS & Advocacy NPS PURPOSE: To view NPS Response Types by quarter as a percentage of all NPS responses in that time range https://jbcxm.na34.visual.force.com/apex/vault?id=cqwlet3eexqqf5wmsiafuq6yz
Renewal ROI - ARR from Last Quarter's Health 'Saves' ROI of Customer Success   PURPOSE: Track Renewal ARR from a Health save; CUSTOM FIELDS: CustomerInfo:Health (Start of Last Quarter), CustomerInfo:Health (End of Last Quarter) https://jbcxm.na34.visual.force.com/apex/vault?id=444t608jo2yqccuaxqfbcroaw
Renewal ROI - ARR from Last Quarter's Health 'Saves' (Opportunity) ROI of Customer Success   PURPOSE: Track Renewal ARR from a Health save; CUSTOM FIELDS: CustomerInfo:Health (Start of Last Quarter), CustomerInfo:Health (End of Last Quarter) https://jbcxm.na34.visual.force.com/apex/vault?id=ec6nsqtf42guiqfkfyp0v4o7x
Renewal ROI - ARR from Last Quarter's Health 'Wins' ROI of Customer Success   PURPOSE: To track Renewal ARR from a Health win; CUSTOM FIELDS: CustomerInfo:Health (Start of Last Quarter), CustomerInfo:Health (End of Last Quarter) https://jbcxm.na34.visual.force.com/apex/vault?id=6dk29v3xme263ur6xisxl8nm9
Renewal ROI - ARR from Last Quarter's Health 'Wins' (Opportunity) ROI of Customer Success   PURPOSE: To track Renewal ARR from a Health win; CUSTOM FIELDS: CustomerInfo:Health (Start of Last Quarter), CustomerInfo:Health (End of Last Quarter) https://jbcxm.na34.visual.force.com/apex/vault?id=h2y3kde0cpagezmuyaxf3ni9t
Renewal ROI -- Saved Opt Out ARR ROI of Customer Success   PURPOSE: To track how much Renewal ARR has been retained from customers with Opt Outs; CUSTOM FIELDS: Customer Info::Opt Out Date https://jbcxm.na34.visual.force.com/apex/vault?id=cz9k2kcnfvpwze0gwuktg2zhf
Sum of Account ARR by CSM by Team ARR Reporting New Biz, Renewal & Upsell Analytics PURPOSE: To understand the ARR load of each CSM Team, segmented by CSM ownership; CUSTOM FIELD: CustomerInfo::CSM Team https://jbcxm.na34.visual.force.com/apex/vault?id=bss9w0ii9xqvng29p4ii73el5
Sum of Active ARR by Stage by CSM ARR Reporting New Biz, Renewal & Upsell Analytics PURPOSE: To understand how much ARR each CSM manages, segmented by Account Stage; CUSTOM FIELDS: None https://jbcxm.na34.visual.force.com/apex/vault?id=376kao3k5rxoko8z67u5jsu93
Sum of ARR & Count of Accounts by CSM (Line/Column) ARR Reporting New Biz, Renewal & Upsell Analytics PURPOSE: To compare ARR:CSM & Accounts:CSM ratios on the same graph; CUSTOM FIELDS: None https://jbcxm.na34.visual.force.com/apex/vault?id=2oru428mroj0q89ntid7mxb9c
Sum of ARR & Count of Accounts by Renewal Date Quarter (Line/Column) ARR Reporting New Biz, Renewal & Upsell Analytics PURPOSE: To understand the distribution of your Account & ARR Renewal timeline on the same graph; CUSTOM FIELDS: None https://jbcxm.na34.visual.force.com/apex/vault?id=3a05xp2dukpft7qok1daa1js2
Sum of ARR & Count of Accounts by Renewal Month (Line/Column) ARR Reporting New Biz, Renewal & Upsell Analytics PURPOSE: To show total upcoming renewable ARR and number of Accounts by Expected Renewal Month; CUSTOM FIELD: None https://jbcxm.na34.visual.force.com/apex/vault?id=gwy5dzq2nyk6rzcnhklxejcfm
Sum of ARR by Account Stage ARR Reporting New Biz, Renewal & Upsell Analytics PURPOSE: To understand how much ARR currently exists in each of your account stages; CUSTOM FIELDS: None https://jbcxm.na34.visual.force.com/apex/vault?id=4agi24fbjgmk41l11983nnuu2
Sum of ARR by CSM ARR Reporting New Biz, Renewal & Upsell Analytics PURPOSE: To understand how much ARR is managed by each of your CSMs; CUSTOM FIELDS: None https://jbcxm.na34.visual.force.com/apex/vault?id=d6aplj3h5th2quhdr0fw1zlwf
Sum of ARR by Industry (Pie Chart) ARR Reporting New Biz, Renewal & Upsell Analytics PURPOSE: To understand Customer ARR spliced across Industry; CUSTOM FIELDS: None https://jbcxm.na34.visual.force.com/apex/vault?id=bktcaubqq7w5645lpv9ijezrx
Sum of ARR by OCD month by Stage ARR Reporting New Biz, Renewal & Upsell Analytics PURPOSE: To understand the progression of the ARR of your customers (grouped by OCD month) and further spliced by current stage CUSTOM FIELDS: None https://jbcxm.na34.visual.force.com/apex/vault?id=7qddyblwo93ikh5glb62izipj
Sum of ARR by Renewal Date ARR Reporting New Biz, Renewal & Upsell Analytics PURPOSE: To understand ARR summed by which quarter it will be up for renewal; CUSTOM FIELDS: None https://jbcxm.na34.visual.force.com/apex/vault?id=e1jub9lbdew5v4lfrzkcw68n5
Sum of ARR by Segment (Pie Chart) ARR Reporting New Biz, Renewal & Upsell Analytics PURPOSE: To understand how overall customer ARR is spread amongst your different segments; CUSTOM FIELDS: Customer Info::Segment https://jbcxm.na34.visual.force.com/apex/vault?id=2fwp95879mcnyn7i8bqhns4cb
Sum of ARR Snapshot by Segment over Time ARR Reporting New Biz, Renewal & Upsell Analytics PURPOSE: To view the sum of customer ARR by Segment over time; CUSTOM FIELDS: Usage Data::ARR Snapshot https://jbcxm.na34.visual.force.com/apex/vault?id=4id5h75917dsxe05kfp0s5zsr
Sum of ARR Snapshot by Team over Time ARR Reporting New Biz, Renewal & Upsell Analytics PURPOSE: To view the sum of customer ARR by CSM Team over time; CUSTOM FIELDS: Usage Data::ARR Snapshot, Customer Info::CSM Team https://jbcxm.na34.visual.force.com/apex/vault?id=ferfk1kctbqqhv9elkz61w540
Sum of Closed Upsell ARR by CSM by Team (Last Quarter) ARR Reporting New Biz, Renewal & Upsell Analytics PURPOSE: To understand the distribution of recent Upsell ARR by Owner & Team; CUSTOM FIELDS: Customer Info::CSM Team https://jbcxm.na34.visual.force.com/apex/vault?id=g7vbhcwvm0teanccmnt8tqefj
Sum of Completed Success Plan Objectives by Assignee CTAs & Success Plans Success Plans PURPOSE: To view the total number of completed Success Plan objectives by Objective Assignee; CUSTOM FIELDS: None https://jbcxm.na34.visual.force.com/apex/vault?id=4bkdvaeaof46aqnc6uspdtsm1
Sum of Current Quarter Upsell & Renewal ARR by Opportunity Type ARR Reporting New Biz, Renewal & Upsell Analytics PURPOSE: To report on your current quarter's closed Upsell/Renewal ARR by Type; CUSTOM FIELDS: None https://jbcxm.na34.visual.force.com/apex/vault?id=bko0akjjx0u87gdhiczlfg0sj
Sum of New Business ARR by Industry (Pie Chart) ARR Reporting New Biz, Renewal & Upsell Analytics PURPOSE: To understand the distribution of recent New Business ARR across Industries; CUSTOM FIELDS: None https://jbcxm.na34.visual.force.com/apex/vault?id=72nfwzssdrk98ur9tmm5h9rh2
Sum of New Business ARR by Segment (Pie Chart) ARR Reporting New Biz, Renewal & Upsell Analytics PURPOSE: To understand the distribution of recent New Business ARR across Segments: CUSTOM FIELDS: Customer Info::Segment https://jbcxm.na34.visual.force.com/apex/vault?id=dfo8sq39v51vr3ioglhsdq29q
Sum of Open Upsell ARR by Account by CSM ARR Reporting New Biz, Renewal & Upsell Analytics PURPOSE: To understand each CSM's Upsell Pipeline, segmented by Account; CUSTOM FIELDS: None https://jbcxm.na34.visual.force.com/apex/vault?id=dmy9a8e0ib7e6kc1dipt2q74e
Sum of Potential Upsell ARR by Account by CSM ARR Reporting New Biz, Renewal & Upsell Analytics PURPOSE: To understand the distribution of potential upcoming Upsell ARR by Account & Owner; CUSTOM FIELDS: Opportunity::Estimated ARR https://jbcxm.na34.visual.force.com/apex/vault?id=eej6ypwvd26gnmyzpes77ugye
Sum of Upcoming Renewable ARR by Account ARR Reporting New Biz, Renewal & Upsell Analytics PURPOSE: To forecast your current quarter's renewable ARR by Account; CUSTOM FIELDS: None https://jbcxm.na34.visual.force.com/apex/vault?id=25lzehjlq80o5c1shv99ybewn
Sum of Upcoming Renewal ARR by CSM (next 90 days) ARR Reporting New Biz, Renewal & Upsell Analytics PURPOSE: To understand each CSM's Renewal pipeline; CUSTOM FIELDS: None https://jbcxm.na34.visual.force.com/apex/vault?id=546v9a4a4zi4tl5gq8cwo9mgj
Sum of Upcoming Renewal ARR by Health Score Type by CSM (next 90 days) ARR Reporting New Biz, Renewal & Upsell Analytics PURPOSE: To understand each CSM's Renewal pipeline, segmented by Health Score Type; CUSTOM FIELDS: None https://jbcxm.na34.visual.force.com/apex/vault?id=4988bzbpb7tuc4eawv2pl4qh5
Sum of Upcoming Upsell ARR by Account ARR Reporting New Biz, Renewal & Upsell Analytics PURPOSE: To forecast your current quarter's potential Upsell ARR; by Account; CUSTOM FIELDS: None https://jbcxm.na34.visual.force.com/apex/vault?id=6ta43kxc85z1a6l413j8ofy46
Sum of Upsell & Renewal ARR by Booking Type by CSM ARR Reporting New Biz, Renewal & Upsell Analytics PURPOSE: To view all Upsell & Renewal ARR for a certain time period by CSM, segmented by Booking Type; CUSTOM FIELDS: None https://jbcxm.na34.visual.force.com/apex/vault?id=am3q1ieqe8rm38m62r45fjl03
Sum of Upsell Pipeline ARR by Account by CSM ARR Reporting New Biz, Renewal & Upsell Analytics PURPOSE: To view all Upsell Pipeline ARR by CSM, categorized by Account; CUSTOM FIELDS: None https://jbcxm.na34.visual.force.com/apex/vault?id=dvkg0z34iczc74kt9zwv8kf5d
Upsell Opportunity ARR by Account & Segment (Packed Bubble) ARR Reporting Opportunities PURPOSE: To understand the distribution of ARR and Segment for recent Upsells, using the Opportunity object; CUSTOM FIELDS: Customer Info::Segment https://jbcxm.na34.visual.force.com/apex/vault?id=hbx2n5yx1m383b76t3cf0b6nm
Upsell ROI -- ARR from Last Quarter's Health 'Wins' ROI of Customer Success   PURPOSE: To track Upsell ARR from a Health win; CUSTOM FIELDS: CustomerInfo:Health (Start of Last Quarter), CustomerInfo:Health (End of Last Quarter) https://jbcxm.na34.visual.force.com/apex/vault?id=hhom4dvn26gfydbeh3r5vsp6
Upsell ROI -- ARR from Last Quarter's Health 'Wins' (Opportunity) ROI of Customer Success   PURPOSE: To track Upsell ARR from a Health win; CUSTOM FIELDS: CustomerInfo:Health (Start of Last Quarter), CustomerInfo:Health (End of Last Quarter) https://jbcxm.na34.visual.force.com/apex/vault?id=5w8mhm3y8cjy8pg0tzb9tff9z
Upsell ROI -- Converted POC ARR ROI of Customer Success   PURPOSE: To track how much ARR (by Account) has been converted from POC to 'full' customer; CUSTOM FIELDS: Usage Data::Stage Snapshot & Snapshot Rule https://jbcxm.na34.visual.force.com/apex/vault?id=arpsogsmmfs8mtbwlw74x1730
Upsell ROI -- CS-Attributed Upsells ROI of Customer Success   PURPOSE: To track how much Upsell ARR closed where the Customer Success was the Lead Source; CUSTOM FIELDS: Opportunity::Upsell Lead Source https://jbcxm.na34.visual.force.com/apex/vault?id=avnjunt223s8ufkg5edk81jgz
Upsell Transactions ARR Delta by Account & Segment (Packed Bubble) ARR Reporting New Biz, Renewal & Upsell Analytics PURPOSE: To understand the distribution of ARR and Segment for recent Upsells, using LRM; CUSTOM FIELDS: None, but need LRM access https://jbcxm.na34.visual.force.com/apex/vault?id=g1ppruuveohfbqc1rkfcr4ph2