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Folder Name Subfolder Name Asset Title Description Asset Link
Operationalize Customer Lifecycle Lifecycle Design List of Closed Won New Business Opportunities (this quarter) PURPOSE: To view the detailed list of Closed Won New Business Opportunities from the current quarter https://jbcxm.na7.visual.force.com/apex/vault?id=21nmucpq0b70yh6hccrnqy8qx
Operationalize Customer Lifecycle Lifecycle Design List of Closed Won Renewal Opportunities (this quarter) PURPOSE: To view the detailed list of Closed Won Renewal Opportunities from the current quarter; CUSTOM FIELDS: None https://jbcxm.na7.visual.force.com/apex/vault?id=dlzz5cu2owsdt6kbp0fo0h75y
Operationalize Customer Lifecycle Lifecycle Design List of Milestones Dated in Last Week PURPOSE: To compile all milestones dated in the last week; CUSTOM FIELDS: None https://jbcxm.na7.visual.force.com/apex/vault?id=7rsbkrjg8r62rbjzhstxe10zn
Operationalize Customer Lifecycle Lifecycle Design Count of Lifecycle Milestones Created by Week from Past 90 Days PURPOSE: To understand how many lifecycle milestones have been created week over week; CUSTOM FIELDS: None https://jbcxm.na7.visual.force.com/apex/vault?id=etbnyn3pm14uw0bkrfp9ryi79
Operationalize Customer Lifecycle Lifecycle Design New Customer Details Table PURPOSE: To compile important details for newly signed customers; CUSTOM FIELDS: None https://jbcxm.na7.visual.force.com/apex/vault?id=7y31srmzyz50avfdhmrmbzdho
Operationalize Customer Lifecycle Lifecycle Design List of CTAs Created in the Past Week PURPOSE: To compile all recently created CTAs; CUSTOM FIELDS: None https://jbcxm.na7.visual.force.com/apex/vault?id=7v7fjq0q2kraapqya3galdhwi
Operationalize Customer Lifecycle Lifecycle Design List of Closed Won Upsell Opportunities (this quarter) PURPOSE: To view a detailed list of all Closed Won Upsell Opportunities from the current quarter; CUSTOM FIELDS: None https://jbcxm.na7.visual.force.com/apex/vault?id=f8egdhsl39n67baavjfpg8clg
Operationalize Customer Lifecycle Lifecycle Design Cumulative ARR from Closed Won New Business Opportunities (this quarter) PURPOSE: To accumulate ARR from all Closed Won New Business Opportunities over time for the currentquarter; CUSTOM FIELDS: None https://jbcxm.na7.visual.force.com/apex/vault?id=6pn3teoh5k763dg714ey9ipt1
Operationalize Customer Lifecycle Lifecycle Design Cumulative ARR from Closed Won Upsell Opportunities (this quarter) PURPOSE: To accumulate ARR from all Closed Won Renewal Opportunities over time for the current quarter; CUSTOM FIELDS: None https://jbcxm.na7.visual.force.com/apex/vault?id=do316jsqvhur88y4rjqymdoku
Operationalize Customer Lifecycle Lifecycle Design Cumulative ARR from Closed Won Renewal Opportunities (this quarter) PURPOSE: To accumulate ARR from all Closed Won Renewal Opportunities over time for the current quarter; CUSTOM FIELDS: None https://jbcxm.na7.visual.force.com/apex/vault?id=ghnl6ueken9ax9urpu7jaxtdb
Operationalize Customer Lifecycle Executive Business Reviews List of Open EBR CTAs PURPOSE: To show all upcoming Executive Business Reviews (via Open EBR CTAs), along with CTA Owner and Due Date; CUSTOM FIELDS: None https://jbcxm.na7.visual.force.com/apex/vault?id=4djmhpbtqac54ilruvxk34kpz
Operationalize Customer Lifecycle 1:Many Communication List of Key Sponsors Across Active Accounts PURPOSE: To compile all Key Sponsors/Contacts across your accounts; CUSTOM FIELDS: None https://jbcxm.na7.visual.force.com/apex/vault?id=go7x3sb3h4ft81pc1tgrhwdi
Operationalize Customer Lifecycle Sales-to-CSM Handoffs Count of Open Handoff CTAs by CSM PURPOSE: To understand the landscape of upcoming Sales-to-CSM Handoffs; CUSTOM FIELDS: None https://jbcxm.na34.visual.force.com/apex/vault?id=4i4mxt2xyczvuij72aivfocnj
Operationalize Customer Lifecycle Team Planning Count of Accounts by Account Stage PURPOSE: To understand how many active accounts currently exist in each of your account stages; CUSTOM FIELDS: None https://jbcxm.na7.visual.force.com/apex/vault?id=2f4ngce7w8s78sr83ym2i8ttr
Operationalize Customer Lifecycle Team Planning Sum of ARR by Account Stage PURPOSE: To understand how much ARR currently exists in each of your account stages; CUSTOM FIELDS: None https://jbcxm.na7.visual.force.com/apex/vault?id=e0qyrcmlwclyprim0ghxyloab
Operationalize Customer Lifecycle Team Planning Sum of ARR by Industry PURPOSE: To understand the industry makeup of your company's overall ARR; CUSTOM FIELDS: None https://jbcxm.na7.visual.force.com/apex/vault?id=aquoxsbpa6el2bdolcwpp1tyw
Operationalize Customer Lifecycle Team Planning Sum of ARR by CSM 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=5rf4rwachn3qnedu1jmolh452
Operationalize Customer Lifecycle Team Planning Count of Accounts by Segment (Pie Chart) PURPOSE: To understand the distribution of your accounts across segments; CUSTOM FIELDS: Customer Info::Segment https://jbcxm.na34.visual.force.com/apex/vault?id=c170t5rmv2scbj85fjhjazpam
Operationalize Customer Lifecycle Team Planning Sum of New Business ARR by Segment (Pie Chart) 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=hbb805lluwtf0j47q43r1750y
Operationalize Customer Lifecycle Team Planning Sum of New Business ARR by Industry (Pie Chart) PURPOSE: To understand the distribution of recent New Business ARR across Industries; CUSTOM FIELDS: None https://jbcxm.na34.visual.force.com/apex/vault?id=fdo9m91ga1y6q7t9sbsc9au2h
Operationalize Customer Lifecycle Team Planning Sum of ARR & Count of Accounts by CSM (Line/Column) PURPOSE: To compare ARR:CSM & Accounts:CSM ratios on the same graph; CUSTOM FIELDS: None https://jbcxm.na34.visual.force.com/apex/vault?id=e92gbzg5d9h59q6bv4mwb08mz
Operationalize Customer Lifecycle Team Planning Count of Accounts by CSM by Team PURPOSE: To understand the account load of each CSM Team, segmented by CSM ownership; CUSTOM FIELDS: CustomerInfo::CSM Team https://jbcxm.na7.visual.force.com/apex/vault?id=7aylpwfen20200x59b7hicr12
Operationalize Customer Lifecycle Team Planning Sum of Account ARR by CSM by Team PURPOSE: To understand the ARR load of each CSM Team, segmented by CSM ownership; CUSTOM FIELD: CustomerInfo::CSM Team https://jbcxm.na7.visual.force.com/apex/vault?id=6n7vh24a51jdslql0dspcf8d1
Manage Customer Risk Customer Prioritization List of Open, Flagged Risk CTAs for Accounts >50K ARR PURPOSE: To compile a list of all existing flagged risks for accounts greater than 50k in ARR; CUSTOM FIELDS: None https://jbcxm.na7.visual.force.com/apex/vault?id=bluh58dgg16gqncwu5rxktt8e
Manage Customer Risk Customer Prioritization Count of Flagged Risks by Reason across Last 6 Months PURPOSE: To compile all Flagged Risk CTAs from the past 6 months and segment by CTA Reason; CUSTOM FIELDS: None https://jbcxm.na7.visual.force.com/apex/vault?id=cetfjdxc169ylgugui9qv6o5
Manage Customer Risk Customer Prioritization List of Open, Flagged Risk CTAs for Accounts >$100K ARR PURPOSE: To compile all Open, Flagged Risk CTAs for Accounts with greater than 100K in ARR; CUSTOM FIELDS: None https://jbcxm.na7.visual.force.com/apex/vault?id=fww6h5z301kweg67z516t0nae
Manage Customer Risk Customer Prioritization List of Open, Flagged Risks for High Risk Accounts PURPOSE: To compile all Open, Flagged Risk for High Risk Accounts; CUSTOM FIELDS: None https://jbcxm.na7.visual.force.com/apex/vault?id=4tvausirur52b5lceexrv5vxp
Manage Customer Risk Customer Prioritization Overdue CTAs by CSMs (by CTA Status) 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=gwkvwfjtgjab87yhh0ygn970k
Manage Customer Risk Customer Prioritization Overdue CTAs percentage by CSMs PURPOSE: Shows the count of open CTAs and what percentage are overdue. CUSTOM FIELDS: None https://jbcxm.na34.visual.force.com/apex/vault?id=ba817ndi3iefucwj8lte1ysvf
Manage Customer Risk Customer Prioritization Overdue CTAs by Reason (by CSM) PURPOSE: To determine top reasons for overdue CTAs, by CSM. CUSTOM FIELDS: None https://jbcxm.na34.visual.force.com/apex/vault?id=1dszvc1dz1cmf2rr5n4h0j03m
Manage Customer Risk Customer Prioritization Open CTAs by Reason PURPOSE: To determine top reasons for CTAs created, by CSM. CUSTOM FIELDS: None https://jbcxm.na34.visual.force.com/apex/vault?id=glry29o4rrgf12pnon2bp9bh6
Manage Customer Risk Sentiment Risk List of NPS Passive Responders PURPOSE: View all NPS Passives from the Previous and Current Year. Specify date range using the 'Response Date' filter; CUSTOM FIELDS: None https://jbcxm.na7.visual.force.com/apex/vault?id=54dwasq5eq9c4x6jxor5qq1mt
Manage Customer Risk Sentiment Risk List of NPS Detractor Reponders PURPOSE: View all NPS Dectractors from the Previous and Current Year. Specify date range using the 'Response Date' filter; CUSTOM FIELDS: None https://jbcxm.na7.visual.force.com/apex/vault?id=diu8ruptsv2ivpsm3k09b14ft
Manage Customer Risk Sentiment Risk List of NPS Promoter Responders PURPOSE: View all NPS Promoters from the Previous and Current Year. Specify date range using the 'Response Date' filter; CUSTOM FIELDS: None https://jbcxm.na7.visual.force.com/apex/vault?id=aw2pfojerfxeh3ia29e4an3mf
Manage Customer Risk Sentiment Risk List of Open Sentiment Risk CTAs PURPOSE: To compile all open Sentiment Risk CTAs; CUSTOM FIELDS: None https://jbcxm.na7.visual.force.com/apex/vault?id=b3wtwlfbdqe0n20vkceoc4pli
Manage Customer Risk Sentiment Risk List of Open, Flagged Sentiment Risk CTAs PURPOSE: To compile all open, flagged Sentiment Risk CTAs; CUSTOM FIELDS: None https://jbcxm.na7.visual.force.com/apex/vault?id=alk8l3gumj39hfzq3uwn9fm33
Manage Customer Risk Sentiment Risk Count of NPS Responses by Response Type by CSM PURPOSE: To show total number of NPS Scores by Response Type over time (categorized by month); CUSTOM FIELDS: None https://jbcxm.na7.visual.force.com/apex/vault?id=ash4weydwf4dot8rzpy5idmez
Manage Customer Risk Sentiment Risk Percentage of NPS Responses by Response Type by CSM 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=g464r3gmxenm9v8cjz4c9krr4
Manage Customer Risk Sentiment Risk Count of NPS Responses by Response Type by Week (Last 90 Days) 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=f4ej91kef8262fy1tmjbsulhu
Manage Customer Risk Sentiment Risk Count of NPS Responses by Response Type by Month (Past Year) PURPOSE: To show total number of NPS Scores by Response Type over time (categorized by month); CUSTOM FIELDS: None https://jbcxm.na7.visual.force.com/apex/vault?id=dk3jrdfkptwkun6cbyw889sqo
Manage Customer Risk Sentiment Risk Percentage of NPS Reponses by Response Type per Quarter PURPOSE: To view NPS Response Types by quarter as a percentage of all NPS responses in that time range https://jbcxm.na7.visual.force.com/apex/vault?id=e6gw6447jf0ksfzalyc7t2zrh
Manage Customer Risk Sentiment Risk Count of NPS Responses by Response Type by Team 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.na7.visual.force.com/apex/vault?id=el9j64wvzd0awpxt1wkc7d7dz
Manage Customer Risk Sentiment Risk Percentage of NPS Responses by Response Type by Team 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.na7.visual.force.com/apex/vault?id=fj6nub7fz473y3i2qfotm1l2y
Manage Customer Risk Company Risk List of Open Company Risk CTAs PURPOSE: To compile all open Company Risk CTAs; CUSTOM FIELDS: None https://jbcxm.na7.visual.force.com/apex/vault?id=4615izxizxe92slg305j3s11n
Manage Customer Risk Company Risk List of Open, Flagged Company Risk CTAs PURPOSE: To compile all open, flagged Company Risk CTAs; CUSTOM FIELDS: None https://jbcxm.na7.visual.force.com/apex/vault?id=fz6a927gvlm4jlws1xubtu314
Manage Customer Risk Product Risk List of Open Product Risk CTAs PURPOSE: To compile all open Product Risk CTAs; CUSTOM FIELDS: None https://jbcxm.na34.visual.force.com/apex/vault?id=7yuvb3qb6c7rd8x6dl4xbz8dt
Manage Customer Risk Product Risk List of Open, Flagged Product Risk CTAs PURPOSE: To compile all open, flagged Product Risk CTAs; CUSTOM FIELDS: None https://jbcxm.na34.visual.force.com/apex/vault?id=5ri8lajl1oheegaiup8bt1ap9
Manage Customer Risk Bugs Risk List of Open Bug Risks CTAs PURPOSE: To compile all open Bugs Risk CTAs; CUSTOM FIELDS: None https://jbcxm.na34.visual.force.com/apex/vault?id=aw6nxo3avajxmxp8dsu6h5fc
Manage Customer Risk Bugs Risk List of Open, Flagged Bugs Risk CTAs PURPOSE: To compile all open, flagged Bugs Risk CTAs; CUSTOM FIELDS: None https://jbcxm.na34.visual.force.com/apex/vault?id=55h19d31f0vy3cc87dtowcvo9
Manage Customer Risk Support Risk List of Open Support Risk CTAs PURPOSE: To compile all Open Support Risk CTAs; CUSTOM FIELDS: None https://jbcxm.na7.visual.force.com/apex/vault?id=f425a9j7mt230surio9cn7s75
Manage Customer Risk Support Risk List of Open, Flagged Support Risk CTAs PURPOSE: To compile all Open, Flagged Support Risk CTAs; CUSTOM FIELDS: None https://jbcxm.na7.visual.force.com/apex/vault?id=6ty8ll3zqddevwsyo5renjs1o
Manage Customer Risk Support Risk Count of Cases Opened by Week (Last 90 days) PURPOSE: To understand Case open rate over the past 3 months; CUSTOM FIELDS: None https://jbcxm.na34.visual.force.com/apex/vault?id=2b3opwtob9uyidh5a36ma6b0c
Manage Customer Risk Support Risk Open Cases by Priority (Pie Chart) PURPOSE: To understand the distribution of Open Cases by Case Priority; CUSTOM FIELDS: None https://jbcxm.na34.visual.force.com/apex/vault?id=qy05om0cj5vvavxhi3ltkr6g
Manage Customer Risk Support Risk Open Cases by Type (Pie Chart) PURPOSE: To understand the distribution of Open Cases by Case Type; CUSTOM FIELDS: None https://jbcxm.na34.visual.force.com/apex/vault?id=ouim550otxnscir6herg0f84
Manage Customer Risk Support Risk Cases Opened (all-time) by Segment (Pie Chart) 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=a1dntjuw326xa6ezkvut51fs5
Manage Customer Risk Support Risk Cases Closed (Last 180 Days) by Type (Pie Chart) 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=2ujp7517hqhqno98mumnmpg18
Demonstrate Value Management Visibility Count of Active Accounts by CSM PURPOSE: To understand how many accounts each CSM manages; CUSTOM FIELDS: None https://jbcxm.na7.visual.force.com/apex/vault?id=cqznwkjh49jizixiikw1khxiw
Demonstrate Value Management Visibility Count of NPS Responses by Response Type by CSM 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.na7.visual.force.com/apex/vault?id=gv1ph8urw1evqqpdyaf65bxh
Demonstrate Value Management Visibility Percentage of NPS Responses by Response Type by CSM PURPOSE: To view NPS Response Types per CSM as a percentage of all his/her NPS responses for a certain time range (via Response Date filter) https://jbcxm.na34.visual.force.com/apex/vault?id=1reqtltc55b7nn71c4i3tbttg
Demonstrate Value Management Visibility Percentage of NPS Responses by Response Type by Segment   https://jbcxm.na34.visual.force.com/apex/vault?id=qxvp2g1kvmnfia3tn2xokr5d
Demonstrate Value Management Visibility Count of NPS Responses by Response Type by Month (Past Year) PURPOSE: To show total number of NPS Scores by Response Type over time (categorized by month); CUSTOM FIELDS: None https://jbcxm.na7.visual.force.com/apex/vault?id=1d9idc9lfqq7m6cjz1xtyhipy
Demonstrate Value Management Visibility Sum of Upsell & Renewal ARR by Booking Type by CSM PURPOSE: To view all Upsell & Renewal ARR for a certain time period by CSM, segmented by Booking Type; CUSTOM FIELDS: None https://jbcxm.na7.visual.force.com/apex/vault?id=3ts5akieu9mylg336n6ddzx65
Demonstrate Value Management Visibility List of Upcoming Renewals (next 60 days) PURPOSE: To compile a list of your 60-day Renewal Pipeline; CUSTOM FIELDS: None https://jbcxm.na7.visual.force.com/apex/vault?id=3ua7rh543i5cu4t7b5bjrzlwe
Demonstrate Value Management Visibility List of Open Upsell Opportunities PURPOSE: To compile a list of all open Upsell Opportunities; CUSTOM FIELDS: None https://jbcxm.na7.visual.force.com/apex/vault?id=3e3vziy25a1y4u29au4vkin9a
Demonstrate Value Management Visibility Sum of Upsell Pipeline ARR by Account by CSM PURPOSE: To view all Upsell Pipeline ARR by CSM, categorized by Account; CUSTOM FIELDS: None https://jbcxm.na7.visual.force.com/apex/vault?id=5eq1d587rm9w8slog4lth2ded
Demonstrate Value Management Visibility Flagged Risk CTAs by Month Opened & CTA Reason (Current Quarter) 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=b689hhnc06gxzzfthhhh91d7h
Demonstrate Value Management Visibility Count of Open CTAs by CTA Type PURPOSE: To understand the scope (via type) of your currently open CTAs; CUSTOM FIELDS: None https://jbcxm.na7.visual.force.com/apex/vault?id=bi84onbpqgrwzuarh09160ket
Demonstrate Value Management Visibility Count of Open CTAs by CTA Type by Assignee PURPOSE: To understand the scope of each CSM's workload via Open CTAs segmented by CTA Type; CUSTOM FIELDS: None https://jbcxm.na7.visual.force.com/apex/vault?id=65em36ea2wm1jr4utdw0qw8ai
Demonstrate Value Success Planning Sum of Completed Success Plan Objectives by Assignee PURPOSE: To view the total number of completed Success Plan objectives by Objective Assignee; CUSTOM FIELDS: None https://jbcxm.na7.visual.force.com/apex/vault?id=1btlz4uvhnyqir0bwb2rln5kf
Demonstrate Value Success Planning Count of New Success Plan Objectives by Assignee PURPOSE: To view all Success Plan Objectives opened in the past 30 days by Objective Assignee; CUSTOM FIELDS: None https://jbcxm.na7.visual.force.com/apex/vault?id=6me5ekl7sodj7jhj6l28vgk37
Demonstrate Value Success Planning Count of Overdue Success Plan Objectives by Assignee PURPOSE: To compile all Overdue Success Plan Objectives by the Objective Assignee; CUSTOM FIELDS: None https://jbcxm.na34.visual.force.com/apex/vault?id=67zrm5kgnc0mdvsq3h8q4mxch
Demonstrate Value Success Planning Count of Completed Success Plan Objectives by Week Closed by Assignee PURPOSE: To view all completed Success Plan objectives over time, segmented by Assignee; CUSTOM FIELDS: None https://jbcxm.na7.visual.force.com/apex/vault?id=wvonjmvy8o6l28b2hduhqpdl
Demonstrate Value Financial Reporting Sum of ARR by Renewal Date 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=6nnvx5xnil9byyenm3az89745
Demonstrate Value Financial Reporting Sum of ARR by Segment (Pie Chart) 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=ckmdx6qv5vlpbamol0upl5954
Demonstrate Value Financial Reporting Sum of ARR by OCD month by Stage 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=all6fl919ihyl9g48kdm5ta6p
Demonstrate Value Financial Reporting Sum of ARR by Industry (Pie Chart) PURPOSE: To understand Customer ARR spliced across Industry; CUSTOM FIELDS: None https://jbcxm.na34.visual.force.com/apex/vault?id=ek66gi49otoab1z11thkzxjsq
Demonstrate Value Financial Reporting Sum of Current Quarter Upsell & Renewal ARR by Opportunity Type 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=5ecry6urrrrx6opqko2btf942
Demonstrate Value Financial Reporting Sum of Closed Upsell ARR by CSM by Team (Last Quarter) 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=hcfo3mwcibvvvvf3igooo5cb
Demonstrate Value Financial Reporting Sum of ARR Snapshot by Segment over Time 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=cllh8447uycdp5nxevd1ofswm
Demonstrate Value Financial Reporting Sum of ARR Snapshot by Team over Time 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=7o2lm0qf9iier09rh3svou6ao
Demonstrate Value Financial Reporting Percentage of ARR Snapshot by Segment over Time 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=g8ptumxg1qaxpkb4o7ou8oyic
Demonstrate Value Financial Reporting Percentage of ARR Snapshot by Team over Time 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=476pkilavfkavfjtnxp9kkd0
Demonstrate Value Financial Reporting Upsell Opportunity ARR by Account & Segment (Packed Bubble) 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=g83m8sdxdilu49gsbieelpxc4
Demonstrate Value Financial Reporting Upsell Transactions ARR Delta by Account & Segment (Packed Bubble) 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=14d7ye4aans3i6zijtp7xdedh
Demonstrate Value Financial Forecasting Sum of ARR & Count of Accounts by Renewal Date Quarter (Line/Column) 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=5j910chmmvl3vtkrrgkh4zzig
Demonstrate Value Financial Forecasting Sum of ARR & Count of Accounts by Renewal Month (Line/Column) 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=cxwnjc54c7dk4zwjq193vyfa8
Demonstrate Value Financial Forecasting Sum of Potential Upsell ARR by Account by CSM 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=ghf08do6uj0v28rzloxb2cho3
Demonstrate Value Financial Forecasting Sum of Upcoming Renewable ARR by Account PURPOSE: To forecast your current quarter's renewable ARR by Account; CUSTOM FIELDS: None https://jbcxm.na34.visual.force.com/apex/vault?id=6nins57u7zq8ech1tsn4glnhv
Demonstrate Value Financial Forecasting Sum of Upcoming Upsell ARR by Account PURPOSE: To forecast your current quarter's potential Upsell ARR; by Account; CUSTOM FIELDS: None https://jbcxm.na34.visual.force.com/apex/vault?id=1urptm0gh5sss3pj2q406ewey
Drive Expansion & Advocacy Finding Customer Advocates List of NPS Promoter Responders PURPOSE: View all NPS Promoters from the Previous and Current Year. Specify date range using the 'Response Date' filter; CUSTOM FIELDS: None https://jbcxm.na7.visual.force.com/apex/vault?id=eplwkk3324zttop5lytb9mt5y
Drive Expansion & Advocacy Finding Customer Advocates List of Advocacy Milestones PURPOSE: To compile all Advocacy milestones across your customer base; CUSTOM FIELDS: None, but do need Advocacy/Reference milestones https://jbcxm.na7.visual.force.com/apex/vault?id=gw4y99g7zkgivy4sjtg4ory11
Drive Expansion & Advocacy Finding Customer Advocates Count of Advocacy Milestones by CSM (Last 90 Days) PURPOSE: To view all recently created Advocacy Milestones by CSM; CUSTOM FIELDS: None, but do need Reference/Advocacy milestones https://jbcxm.na7.visual.force.com/apex/vault?id=deheqap6qyfkjr2d86u4x48yr
Drive Expansion & Advocacy Finding Customer Advocates Advocacy Success: List of Customer Requests PURPOSE: To show reference requests a customer has made; See 'Advocacy Success: RO Innovation and Influitive Integration' on Gainsight Go for set up https://jbcxm.na34.visual.force.com/apex/vault?id=4ee3x33saoqad3gri3tp50ble
Drive Expansion & Advocacy Finding Customer Advocates Advocacy Success: List of Fulfilled References PURPOSE: To show references a customer has fulfilled; See 'Advocacy Success: RO Innovation and Influitive Integration' on Gainsight Go for set up https://jbcxm.na34.visual.force.com/apex/vault?id=fdal29odaka0wb56tlm3xsdgc
Drive Expansion & Advocacy Finding Customer Advocates Advocacy Success: List of General Advocacy Activities PURPOSE: To show a customer's stand-alone Advocacy events; See 'Advocacy Success: RO Innovation and Influitive Integration' on Gainsight Go for set up https://jbcxm.na34.visual.force.com/apex/vault?id=tkx4mq7gksgoft8s6g7gv2a2
Enable Cross-functional Visibility Health Scoring Count of Accounts by Health Score Type by Team 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.na7.visual.force.com/apex/vault?id=4i2v5586n69p1ovh2z3qcd7kl
Enable Cross-functional Visibility Health Scoring Count of Accounts by Health Score Type by Industry PURPOSE: To understand health across industries by viewing all Accounts by Industry, segmented by Health Score Type; CUSTOM FIELDS: None https://jbcxm.na7.visual.force.com/apex/vault?id=c4xrvb8et3fqvjmgd7wqswtsp
Enable Cross-functional Visibility Health Scoring Percentage of Accounts by Health Score Type by Stage PURPOSE: To understand health across stages by viewing percentage of Accounts in each Health Score Type by Stage; CUSTOM FIELDS: None https://jbcxm.na7.visual.force.com/apex/vault?id=a7c3z8ijp28zqujgf4xa0isk
Enable Cross-functional Visibility Health Scoring Percentage of Accounts by Health Score Type by CSM PURPOSE: To view Health Scores per CSM as a percentage of all accounts; CUSTOM FIELDS: None https://jbcxm.na7.visual.force.com/apex/vault?id=3l0q0bae0e18pii4tf0l9xem3
Enable Cross-functional Visibility Health Scoring Count of Accounts by Health Score Type by CSM PURPOSE: To understand health scores across each CSM's account load; CUSTOM FIELDS: None https://jbcxm.na7.visual.force.com/apex/vault?id=glpxhtojlnowbh6ws9suf2dvr
Enable Cross-functional Visibility Internal Business Reviews Count of Accounts by Stage by CSM PURPOSE: To understand how many accounts each CSM manages, segmented by Account Stage; CUSTOM FIEDS: None https://jbcxm.na7.visual.force.com/apex/vault?id=1xf9czib44wfvys3vmi6mg4jc
Enable Cross-functional Visibility Internal Business Reviews Sum of Active ARR by Stage by CSM PURPOSE: To understand how much ARR each CSM manages, segmented by Account Stage; CUSTOM FIELDS: None https://jbcxm.na7.visual.force.com/apex/vault?id=agc0l7vdir4nt36o14u7vichw
Enable Cross-functional Visibility Internal Business Reviews Count of NPS Responses by Response Type by CSM 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.na7.visual.force.com/apex/vault?id=ehc0dmyp7ziov65fnihflq102
Enable Cross-functional Visibility Internal Business Reviews Percentage of NPS Responses by Response Type by CSM PURPOSE: To view NPS Response Types per CSM as a percentage of all his/her NPS responses for a certain time range (via Response Date filter) https://jbcxm.na7.visual.force.com/apex/vault?id=1reqtltc55b7nn71c4i3tbttg
Enable Cross-functional Visibility Internal Business Reviews Count of Open CTAs by Assignee PURPOSE: To understand each CSM's current workload by CTA count; CUSTOM FIELDS: None https://jbcxm.na7.visual.force.com/apex/vault?id=ei64bezcldrxucmkahtaavqth
Enable Cross-functional Visibility Internal Business Reviews Count of Closed CTAs by Assignee (Last 7 Days) PURPOSE: To understand CSM workload by recently closed CTAs; CUSTOM FIELDS: None https://jbcxm.na7.visual.force.com/apex/vault?id=badzov7ufqpeu52l3gvg16l56
Enable Cross-functional Visibility Internal Business Reviews Count of Opened CTAs by Assignee (Last 7 Days) PURPOSE: To understand CSM workload by opened/created CTAs in the past 7 days; CUSTOM FIELDS: None https://jbcxm.na7.visual.force.com/apex/vault?id=frzzawjopxkyyqxm09gciemmp
Enable Cross-functional Visibility Internal Business Reviews Count of Overdue CTAs by Assignee PURPOSE: To compile all overdue CTAs by CTA Assignee; CUSTOM FIELD: None https://jbcxm.na34.visual.force.com/apex/vault?id=akk0c83jusg4ivb897o3jalxx
Enable Cross-functional Visibility Internal Business Reviews Count of Overdue CTAs by Assignee & Status PURPOSE: To understand the status and owner of all overdue CTAs; CUSTOM FIELDS: None https://jbcxm.na34.visual.force.com/apex/vault?id=g6wp03tjbqxer8x3k916rcc4z
Enable Cross-functional Visibility Internal Business Reviews Count of Open CTAs by Assignee & Status PURPOSE: To understand ownership and status of all currently open CTAs; CUSTOM FIELDS: None https://jbcxm.na34.visual.force.com/apex/vault?id=ghc0iyxom4lilc0zqilqrvvqg
Enable Cross-functional Visibility Internal Business Reviews Count of Closed CTAs by Month Closed & Assignee 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=d6z8loh5m18tyshjg7o7c76ad
Enable Cross-functional Visibility Internal Business Reviews Percentage of Accounts by Health Score Type by CSM PURPOSE: To view Health Scores per CSM as a percentage of all accounts; CUSTOM FIELDS: None https://jbcxm.na7.visual.force.com/apex/vault?id=4qq114mpkuzwpe3d13vla1tiv
Enable Cross-functional Visibility Internal Business Reviews Count of Accounts by Health Score Type by CSM PURPOSE: To understand health scores across each CSM's account load; CUSTOM FIELDS: None https://jbcxm.na7.visual.force.com/apex/vault?id=4cxrdgdql6m7n20k4e3o50q7t
Enable Cross-functional Visibility Internal Business Reviews Sum of Upcoming Renewal ARR by CSM (next 90 days) PURPOSE: To understand each CSM's Renewal pipeline; CUSTOM FIELDS: None https://jbcxm.na7.visual.force.com/apex/vault?id=2z6fm4uhd7kyw1o6v61678ybu
Enable Cross-functional Visibility Internal Business Reviews Sum of Upcoming Renewal ARR by Health Score Type by CSM (next 90 days) PURPOSE: To understand each CSM's Renewal pipeline, segmented by Health Score Type; CUSTOM FIELDS: None https://jbcxm.na7.visual.force.com/apex/vault?id=e9t7p46ard0k27eek2hy7swdl
Enable Cross-functional Visibility Internal Business Reviews Sum of Open Upsell ARR by Account by CSM PURPOSE: To understand each CSM's Upsell Pipeline, segmented by Account; CUSTOM FIELDS: None https://jbcxm.na7.visual.force.com/apex/vault?id=fcrhduowb547tqjw0jbogccbq
Executive Dashboard N/A Count of Accounts by Account Stage 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=aqgmixz62dxl05rijom6hke89
Executive Dashboard N/A Count of Accounts by CSM by Team 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=vkzfwv5bpwun52afboi5j1mk
Executive Dashboard N/A Count of Active Accounts by CSM PURPOSE: To understand how many accounts each CSM manages; CUSTOM FIELDS: None https://jbcxm.na34.visual.force.com/apex/vault?id=d6ml5zf7cn9re4k3pzc4u3ms5
Executive Dashboard N/A Percentage of NPS Reponses by Response Type by Team 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=4yim1vl7ie7efqtbupvru9veo
Executive Dashboard N/A Percentage of NPS Reponses by Response Type by CSM PURPOSE: To view NPS Response Types per CSM as a percentage of all his/her NPS responses for a certain time range (via Response Date filter) https://jbcxm.na34.visual.force.com/apex/vault?id=1fb708z1wv5rtem0siwwc14ai
Executive Dashboard N/A Sum of ARR by Account Stage 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=dawvwsg5wnh6en2u2zk7u9bnc
Executive Dashboard N/A Sum of ARR by CSM 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=74iwom5ij3n6r4p41ktvxltnw
Executive Dashboard N/A Sum of ARR by Industry (Pie Chart) PURPOSE: To understand Customer ARR spliced across Industry; CUSTOM FIELDS: None https://jbcxm.na34.visual.force.com/apex/vault?id=ezs72xsoc68lu1htss5eoxhdi
Executive Dashboard N/A Sum of ARR by OCD month by Stage 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=b8z6o2ghux3cfgjelmfv6r6j6
Executive Dashboard N/A Sum of ARR by Renewal Date 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=ny3q7m7c0hu7fm5kr8wd8zzu
Executive Dashboard N/A Sum of ARR by Segment (Pie Chart) 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=bgho1xugeokrxa9j7jzdfbtyi
Executive Dashboard N/A Sum of Account ARR by CSM by Team 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=7ewdbh5dyg183p2wuu65elyt5
ROI of Customer Success N/A New Business ROI -- CSM Involved in the Sales Cycle 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
ROI of Customer Success N/A New Business ROI -- Customer Reference Occurred 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
ROI of Customer Success N/A New Business ROI -- Customer Referral Lead Source 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
ROI of Customer Success N/A New Business ROI -- Repeat Buyers 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
ROI of Customer Success N/A New Business ROI -- CS Qualified Advocacy Events 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
ROI of Customer Success N/A New Business ROI -- Premier CSM ARR & Advisory Services 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
ROI of Customer Success N/A Upsell ROI -- CS-Attributed Upsells 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
ROI of Customer Success N/A Upsell ROI -- ARR from Last Quarter's Health 'Wins' 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
ROI of Customer Success N/A Upsell ROI -- Converted POC ARR 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
ROI of Customer Success N/A Renewal ROI - ARR from Last Quarter's Health 'Saves' 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
ROI of Customer Success N/A Renewal ROI - ARR from Last Quarter's Health 'Wins' 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
ROI of Customer Success N/A Renewal ROI -- Saved Opt Out ARR 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
ROI of Customer Success N/A Upsell ROI -- ARR from Last Quarter's Health 'Wins' (Opportunity) 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
ROI of Customer Success N/A Renewal ROI - ARR from Last Quarter's Health 'Saves' (Opportunity) 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
ROI of Customer Success N/A Renewal ROI - ARR from Last Quarter's Health 'Wins' (Opportunity) 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