Reporting & Dashboards

Dashboard - Alerts
The Alerts Dashboard contains all the alerts and alert tasks that have been created for your accounts.  You can choose to show either of the below cate...
Mon, 14 Oct, 2019 at 12:40 PM
Dashboard - Support
The Support Dashboard allows you to view all the open and closed support tickets from your accounts. You can filter to see the support tickets that wer...
Fri, 4 Oct, 2019 at 7:21 PM
Team Performance
The Team Performance (available for Growth & Enterprise) page helps you track important performance goals of your Customer Success team; view trends of ...
Fri, 4 Oct, 2019 at 7:21 PM
Dashboard - Financial
The Financial Dashboard provides a central location for to manage and monitor critical SaaS financial metrics, including churn rates, new accounts, up-sell ...
Fri, 4 Oct, 2019 at 7:21 PM
Dashboard - Modules & Features
The Modules & Features Dashboard provides fine-grain feature and module usage data for all the users and accounts that can be leveraged by product manag...
Fri, 4 Oct, 2019 at 7:21 PM
Dashboard - Activity
The Activity Dashboard provides high level activity data for all the users and accounts. It gives you a quick understanding of how many users are actively u...
Fri, 4 Oct, 2019 at 7:21 PM
Dashboard - Workflows
Natero offers a high-level overview of all the accounts that are currently in the process of completing a workflow or have completed a workflow.  Go to &q...
Fri, 4 Oct, 2019 at 7:21 PM
Dashboard - Communications
Natero's Communications Dashboard is a centralized place for you to view, filter and search any customer communications including emails, interactions,...
Fri, 4 Oct, 2019 at 7:21 PM
Custom Dashboard
In addition to the Natero's pre-canned dashboards which allows you to monitor standard usage and financial metrics, you also have the flexibility to cr...
Mon, 14 Oct, 2019 at 12:40 PM