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Client Success Dashboard

CSAT · Health · Performance Analytics

Upload Your Data Files

Upload both Excel files below, then click Generate Dashboard. All data is processed entirely in your browser.

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ClientHealth.xlsx

Client health scores, ARR, contract dates, CSM assignments

Click to browse or drag & drop

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ClientSuccessMonthlyReporting.xlsx

CSAT scores, QBR data, wins, escalations, risks by month

Click to browse or drag & drop

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Supported: .xlsx · .xls | All data stays in your browser