Retain Dashboard

The Zengain dashboard provides a convenient overview of your account. Each widget can be clicked to reveal further dashboards for each module.

The retain dashboard displays your customers, financial and engagement highlights, and a drill-down list with at-a-glance data on each customer.

Click to enlarge

The current dashboard has the following main sections:

1. The financial and engagement section: This shows four statistics:

   1. Churn risk in value

   2. New to retain in the last 7 days (focus feature)

   3. Total no. customers in "disengaged" state

   4. Total no. customers in "engaged" state

2. Filters section: This allows you to filter your customers by:

   1. All

   2. Upcoming Renewal

   3. New

   4. At Risk

   5. Engagement Decreased

   6. Engagement Increased

3. Customers section: This shows a prospect list in a trial state, with navigation filters:

   1. Customer

   2. Offering

   3. Users

   4. Renewal date

   5. Engagement Level

   6. ARR

4. Customer: sortable navigation element so that you can sort by name

5. Offering: sortable navigation element, so that you can sort by offering name

6. Users: sortable navigation element so that you can sort by user/contact volume

7. Renewal date: sortable navigation element, so you can sort by customer engagement

8. Engagement Level: overall engagement level for their account ver time

9. ARR: sortable navigation element so you can sort by customer value yearly (ARR), which is manually edited by the rep

10. Additional menu items: drop-down list of extra links:

    1. Customer details

    2. Notes

    3. All insights

    4. ZenAgent

    5. Customer Owners

11. Customer display: allows you to show volumes of customers at a time

The dashboard is being constantly improved, with new options added over time. We apologize if this page is delayed in shipping the new versions!