What are Dashboards?
Dashboards in Quivly let you create custom views of your customer data, combining metrics, charts, and lists to monitor what matters most to your business. Whether you need a portfolio health overview, renewal tracking board, or usage trends analysis, dashboards bring your data together in one place.Dashboard Types
Portfolio Health
Monitor overall customer health distribution, at-risk accounts, and health trends across your book of business.
Renewal Tracking
Track upcoming renewals, renewal health, and revenue at risk for the quarter or year.
Usage Analytics
Visualize product usage trends, feature adoption, and engagement patterns across customers.
Team Performance
Track CSM workload, customer distribution, and portfolio health by team member.
Dashboard Components
Dashboards are built from widgets - individual components that display specific data:Metric Widgets
Display single key numbers with optional trend indicators:- Total customers
- Average health score
- Revenue at risk
- Customers below health threshold
Chart Widgets
Visualize data over time or across categories:- Health score distribution (pie/bar)
- Health trends over time (line)
- Usage trends (area)
- Revenue by segment (bar)
List Widgets
Show filtered customer lists:- At-risk customers
- Upcoming renewals
- Recent health score changes
- Customers with declining usage
Table Widgets
Display detailed data in tabular format:- Customer summary tables
- Metric comparison tables
- Renewal pipeline tables
Dashboard Templates
Save any dashboard as a template for your team to reuse. Templates preserve widget configurations and layouts, making it easy to standardize reporting across the organization.Key Features
Filtering
Apply filters to focus on specific segments:- Health score ranges
- Customer segments or tiers
- CSM assignment
- Renewal date ranges
- Industry or company size
Date Ranges
View data across different time periods:- Last 7, 30, 90 days
- Current quarter/year
- Custom date ranges
- Comparison periods
Sharing
Share dashboards with your team:- Personal dashboards (private)
- Team dashboards (shared with your team)
- Organization dashboards (visible to everyone)
Who Uses Dashboards
CSMs
- Monitor their book of business
- Track customers needing attention
- Prepare for business reviews
CS Leaders
- View team portfolio health
- Identify at-risk accounts across the organization
- Track renewal pipeline
Executives
- High-level customer health metrics
- Revenue retention trends
- Churn risk visibility
RevOps
- Data quality monitoring
- Cross-functional reporting
- Forecasting support