Virtual Customer Advisory Meeting - Revenue centric Executive Dashboard

  • 9 March 2023
  • 3 replies
Virtual Customer Advisory Meeting - Revenue centric Executive Dashboard
Userlevel 6

Hi Community! We need your feedback via a Virtual Customer Advisory Meeting with our Product Management team


What is the VCAM about?        

  • This VCAM is to understand what is the critical information an Executive prefer to view on the Revenue centric Executive Dashboard and how it is setup currently?

What is the Agenda of the VCAM? 

  • To understand Executives benefit if there is a revenue-themed executive dashboard?
  • What could be the user personas here?
  • What is the business value and how does an executive tend to take informed decisions?
  • What critical information on financial metrics does an executive wish to review - any KPIs/ widgets/reports make sense?
  • If an Executive prefer to review high-level metrics or have drill through by Segments/CSM etc.?
  • Which objects(Gainsight/custom) do Customers prefer to use to pull financial metrics into Dashboard?

What outcome are you looking for as part of this VCAM?        

  • Get end-to-end understanding of an Executive perspective and the value in setting up an Executive dashboard on financial metrics
  • Understand if there are any challenges associated with the current solution and this helps PM to build better product

When is this happening?

  • March 29th Wednesday  12:00  PM ET / 9:00 AM PT/ 09:30 PM IST
  • March 31st Friday  12:00  PM ET / 9:00 AM PT/ 09:30 PM IST

Who is the right person to Enroll?

  • CRO / CFO / CCO / CEO / Head of CS / Head of AM

What should you do?

Please register for the roundtable to the slots provided using this form. We will reply back with a calendar invitation. If you are unable to use Google forms due to company restrictions you can email to sign up. 


3 replies

Userlevel 6

CC: @Sowmya 

Userlevel 7
Badge +2

@jean.nairon, @amysherman, @spatching, @hwintermantel, @Slauer, @Matt_Hinds, @Gemma Espineira reaching out to you for this discussion.     

Badge +1

Happy to contribute - I’ll join the 29th session