# Impact: Dashboard Templates **Where to find it:** Impact → More views (top right) → Create new view **Who can access it:** Any user with access to Impact. Creating and saving a new view may require manager or admin permissions — check with your team lead if you cannot save. ## What templates are When you create a new Impact view, Startdeliver offers four ready-made templates alongside the option to start from scratch. Each template is a pre-configured dashboard with a set of widgets chosen to answer a specific CS question straight away. You can use a template as-is or customise it after creation just like any other view. Templates do not share data or settings with each other — each creates an independent view in your account.
## How to create a view from a template 1. Go to **Impact** in the left navigation. 2. Click **More views** in the top-right of the tab bar to open the dropdown. 3. Click **+ Create new view**. 4. Click the template card you want to use. 5. The dashboard opens immediately as a preview with a confirmation banner. Click **This is fine** to save it, or **Try another** to go back and pick a different template.
Once saved, the view appears in your tab bar and can be renamed, edited, or deleted like any other view. *** ## Template reference ## Customer overview Get an overview of your customers. What's the direction of their status, the recurring revenue, the retention, etc. The Customer overview gives you a portfolio-level snapshot of all your customers in one place. It combines headline KPIs, a full breakdown by lifecycle status, and a health trend chart — covering the three questions CS leaders ask most often: how many customers do we have, where do they sit in the lifecycle, and is the portfolio getting healthier or not?
### Row 1 **Customer Segments** Three widgets side by side: * **Active Customers** — total active customer count with ARR and a month-over-month comparison * **Customer Lifecycle** — a multi-KPI panel showing counts for Onboardings, Expansion, Up for renewal, and Cancelled * **Customers at risk** — count of at-risk customers with ARR and a monthly comparison ### Row 2 **Customers by status** A table listing every lifecycle status (Doing nothing, New Customer, Onboarding, Adoption, Expansion, Engagement, Restart Customer, Cancelled) with four columns per row: customer count, ARR, change since last month, and percentage of total. A toggle at the bottom of the table switches between **Show numbers**, **Show as ARR**, and **Show as Seats**. ### Row 3 **Usage health changes** A stacked bar chart showing how overall customer health (Good, Fair, Poor) has shifted across the past 12 months. The same Show numbers / Show as ARR / Show as Seats toggle applies here. ## Health overview View the customer's health and adoption in your products. The Health overview breaks down customer health across three signals — usage, support, and feedback — and shows which customers have recently moved between health tiers. It is designed for regular health reviews and helps the team spot emerging risk before it becomes churn. **Filter:** Team Member
### Row 1 **Usage changes + Usage health last 12 months** A grouped data widget showing the current count of customers in each usage health tier: **Good**, **Fair**, and **Poor**, each with a month-over-month comparison. Below each count, a "Recent" list shows the customers who most recently moved into that tier, along with where they came from (e.g. "from Good 56 days ago") and a **Show more events** link. Below the grouped widget, a **Usage health last 12 months** stacked bar chart shows the month-by-month split across Good, Fair, and Poor over the past year. Toggle between **Show numbers**, **Show as ARR**, and **Show as Seats**. ### Row 2 **Support changes + Support health last 12 months** The same layout as Row 1, applied to support health. Shows current Good/Fair/Poor counts, recent movers, and a 12-month support health trend chart. ### Row 3 **Feedback changes + Feedback health last 12 months** The same layout as Row 1, applied to feedback health. Shows current Good/Fair/Poor counts, recent movers, and a 12-month feedback health trend chart. ## ARR/MRR Movement Dashboard Track your ARR/MRR movement trends with detailed expansion and contraction breakdowns. Monitor customer revenue growth and identify patterns in revenue changes.
The ARR/MRR Movement Dashboard gives a month-by-month breakdown of how your recurring revenue is moving. It separates expansion, contraction, and churn so you can understand not just whether ARR is growing, but why. **Filter:** Team Member ### Row 1 **ARR/MRR Movement** A line chart showing **Net ARR Retention** as a percentage over time, with a **Month / Quarter / Year** toggle in the top-right corner to change the time granularity. Below the chart, a detailed data table shows the following metrics for each period: * **Starting ARR** — ARR at the start of the period * **Expansion ARR** — revenue added from upsells or cross-sells * **Contraction ARR** — revenue lost from downgrades * **Churn ARR** — revenue lost from cancellations * **Net Change** — net movement in ARR for the period * **Net ARR Retention** — retention rate as a percentage ## Team Overview Get a customer overview on a per team member, or team, basis. The Team Overview gives CS leaders a side-by-side comparison of every team member's portfolio. Each row represents one CSM and shows their customer count, ARR, health distribution, open priorities, and recent activity — making it easy to spot imbalances in workload or portfolio health across the team.
**Filter:** Team ### Row 1 **Total row** A summary row across all CSMs showing combined totals: total customers, total ARR, combined usage health (Good/Fair/Poor), aggregated priority actions, and team-wide activity in the last 30 days. ### Rows 2+ **One row per team member** Each CSM gets a row showing: * **Name and avatar** with their customer count and ARR * **Usage health** — Good / Fair / Poor counts for their portfolio * **Priority actions** — Onboardings, At Risk (with ARR value), Expanding, Open Prio Tasks * **Activity last 30 days** — Meetings, Emails, Tasks closed, Projects closed Clicking a row opens a drilldown list of that CSM's customers. The **Team** filter at the top lets you narrow the view to a specific team, so team leads can focus on their own group without seeing other teams' data. *** ## Common scenarios ### Weekly portfolio health review A CS team lead opens the **Health overview** at the start of each week to see which customers have dropped from Good to Fair or Fair to Poor in the past seven days. The "Recent" lists under each tier show exactly who moved and when, so the lead can assign follow-up actions before the next team standup. ### Board reporting on revenue retention A CS director uses the **ARR/MRR Movement Dashboard** before a board meeting. Switching to the Quarter view in the chart gives a clean picture of Net ARR Retention over the past three quarters. The table beneath shows exactly how much came from expansion versus how much was lost to churn, giving the data needed to tell the full revenue story. ### Balancing team workload A CS manager opens the **Team Overview** during a quarterly planning session. Comparing the "At Risk" column across CSMs reveals that one team member has significantly more at-risk customers by ARR than others. The manager uses this to reassign two accounts before the risk escalates, and checks the Activity columns to ensure workload is sustainable across the team. --- # Agent Instructions: Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter: ``` GET https://docs.startdeliver.io/dashboards-and-reports/impact-dashboard-templates.md?ask= ``` The question should be specific, self-contained, and written in natural language. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.