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Fredwin Software (Demo) Ideas Portal
Categories User Experience
Created by Guest
Created on Apr 3, 2024

Add the Customer Success view of startup dashboard to Customer Dashboard to aid in updates to customers on service status

Currently we are exporting updates from Salesforce base don salesforce monarch integration data (sometimes with errors) on the status of startups. If customers could have access to this from their customer dashboard views in the way that Customer Success can, it could help them to monitor their caseloads and where services are delayed in starting or being underserved. Just exited a customer meeting where having this on the customer dashboard as a place for conversation would continue to empower the customer to use Monarch and it's tools to monitor service status.


We leave the customer too beholden to TinyEYE to tell them how services are going and the dashboard should become their go-to resource to be able to know how things are going on a day-to-day basis.

I would perhaps remove Delay Reasons for the first release to assess if it's good for external consumption. I would like to see startup status per service added as currently it's just per student.

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