CSM Dashboard to provide full financial health of each account Globally and visible to all stakeholders

Locus have very manual processes for presenting isolated data points across business units. CSM's try and coordinate this which is highly laborious.

a dashboard/tool (mock ups attached) to give full visibility will enable customer segmentation initative to be more visible globally and drive CSM effiecny and wider value to understand GM values against customer segments

no visibiulty of customer segmentation KPIs

fragmented, and inaccessible data on all Locus accounts