HubSpot & Customer Success

Do anybody have an experience building CS dashboards and customer journey mapping in HubSpot? I just need some insights on how to absorb checkpoints like kickoff meetings, QBR, surveys etc to report on those metrics to determine the health score and renewals risks via dash boarding. 

Comments

  • randimgarza
    randimgarza Member Posts: 1 Newcomer
    First Comment

    I've been investigating this as well to possibly implement in the future. Here's a relevant thread as well as this in-depth guide on how to set it up.

    Would love to touch base if you end up configuring Hubspot as a CS dashboard!

    Amanda Watson