Calculating Revenue Net Retention per CSM

Smart CRM & Sales Hub CRM
1

Hi all, I have a task to track indevidual people (support/CSM) Revenue net Retention (100% goal)

Can anyone guide me here hot to add a report to a dashboard that shows that per team member?

2

Hi @JoshVe,

Thanks for reaching out to the Community!

I noticed that you opened a ticket with our support team, and they provided you with some steps to help resolve your question. I wanted to follow up to ensure that the recommended steps were helpful and to see if you require any further assistance.

Thank you!

Best,

Diana

3

Hi Diana, not sure, would you be able to assist here?

4

Hi @JoshVe,

Certainly! We have a similar case within the community, and the user who worked on achieving this goal has shared all the steps in this thread. I’ll share it with you so you can follow the same process and reach your objective.

Best,

Diana