Template
Book of business dashboard
Most CSMs reconstruct their own book every Monday from three tabs and a memory. This builds the single view that should have existed already: what you own, what it is worth, what is coming, and what deserves your time this week.
The sentence that builds it
“A book of business dashboard showing my accounts with ARR, health, renewal date, and a weekly focus list of who needs attention now”
Build this freeOpens with the sentence written. First build free, no card.
What you get
- Your entire book on one screen with ARR and health per account
- Renewals ahead, ordered by date, not buried in a column
- A weekly focus list that answers "who do I call first"
- Totals across the book for your own one-on-one
- A link you can keep open instead of rebuilding it every Monday
Who it is for
Individual CSMs who want one screen instead of a Monday reconstruction ritual.
Replaces
Use it instead of three tabs and a mental model.
It builds around your data, not sample rows
Attach a CSV or an Excel export and the tool is rebuilt around your real columns and rows. Change anything by saying what to change in your own words. Publish it to a link when you want your team to see it.
Build your book of business dashboard