Make your customers love you.

Track your customer success metrics to ensure your customers receive a truly exceptional experience that drives retention, expansion, and referrals.

Why is this template helpful?

• Make sure your customers have an exception experience

• Quickly spot & address issues or trends

• Understand CSR/ CSM performance (can become the basis for a 1:1 template as well)

• Drill into recent issues

What metrics are included?

• Tickets by month, score, priority, channel, etc.

• Deep dive into individual ticket details

• Filter by rep, product, status, etc.

• Track KPIs vs. goal and spot trends

Why use Daydream?

Daydream is the BI tool built for CROs, Ops, Execs, and Founders.

Until now, you've had to choose between many fragmented tools, point solutions, & spreadsheets or technical-feeling, data-only BI tools that are confusing for business users & don't support collaboration or context. No good options.

We let you connect your data with context & discussion in an intuitive, self-serve interface. You get faster insights, faster action, and less overhead:

• Drive accountability & better decisions: Collaborate with your team inline

• A single pane of glass for your business: Connect all your tools directly, or your data warehouse. Smash the silos.

• Data meets words: Context and discussion is what makes your data meaningful — and allow you to drive accountability + better decisions

• Intuitive and self-serve: Feels like a doc meets a spreadsheet