Customer Success

Free Customer Success Dashboard Templates

These customer success dashboards come pre-built with some of the most commonly tracked customer success KPIs and metrics from the most popular tools. You can also customize your templates later. To get started, just choose a template, connect your data, and your metric visualizations will populate automatically.

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Track some of the most common Customer Success metrics and KPIs and analyze your Customer Success performance with just a few clicks.

  • Help Scout Docs
  • SurveyMonkey
  • Help Scout Mailbox
  • Drift
  • Stripe
Don’t see your SEO tool?
You can build a dashboard with any data using Zapier, Integromat, Google Sheets, or a SQL database.
Intercom account overview databoard template gives you insights about new and closed conversations, active and slipping away users and more
This Customer Support Dashboard uses the Intercom Customer Messaging platform to give you a full view of your Help Desk performance.
This free HubSpot Service dashboard template gives you insights into your tickets, productivity, open vs. closed tickets ratio and more.
HubSpot Service
The HelpScout for Customer Support dashboard allows you to track responsiveness and handling time across your support team.
Help Scout Mailbox
This dashboard shows all the key stats for your surveys, and helps you ensure they are producing the optimal number of responses.
Drift dashboard template which gives you insights about new and closed conversations, reply times by team members and more.
Help Scout dashboard template which will give you insights about article views, failed searches, top categories, top articles and more.
Help Scout Docs
This dashboard tracks the traffic levels of visitors using chat for assistance, along with the overall performance of Drift Campaigns.
The Customer Success dashboard template uses HelpScout and Stripe to track customer service levels versus churn rates.
Stripe Help Scout Mailbox

Build custom Customer Success dashboards

No design or coding skills necessary.

Learn more about Dashboard Designer

What is a Customer Success Dashboard?

A customer success dashboard provides deep visibility into the health of your business based on client retention and churn rate.

This dashboard allows you to see how well your customer success team is able to meet the needs of your customers, and help them use your products and services to achieve their goals.

If your customers are not getting enough value and satisfaction from your company, they are more likely to opt for your competitor(s). So, use this dashboard to stay on top of things and ensure your revenue stream stays consistent, your customers are satisfied and happy, and your product and service offerings remain top-notch.

What Should Be Included in a Customer Success Dashboard?

Identifying the most important customer success KPIs and metrics to showcase in your customer success dashboard is pivotal for client retention, business success and longevity. By tracking the right customer success metrics, you’ll be able to quickly identify what’s working and what isn’t and improve your customer success strategy and performance over time.

The most important customer success metrics you should be tracking are:

  • Customers helped
  • Revenue churn
  • Closed conversations
  • Customer happiness score
  • Response time
  • Refunds
  • New customers
  • New MRR
  • Revenue churn

How to Create a Customer Success Dashboard

Using Databox’s Dashboard Designer, building a dashboard is as simple as connecting a data source, choosing the metrics you need from our Metrics Library, and watching your visualizations populate in seconds. No coding and design skills are required.

Create a new dashboard using our Designer tool
Create a new dashboard using our Designer tool
Name your dashboard
Name your dashboard
Select a data source
Select a data source
Drag-and-drop pre-built metrics from that source to your dashboard or drag a blank visualization first and select the metric you’d like to associate with it.
Drag-and-drop pre-built metrics from that source to your dashboard
Customize each metric block by date range, comparisons, goals, and more.
Customize each metric block