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.

See engagement level colors to understand your data and insights via traffic light colors here

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 30 days (focus feature)

   3. Total no. Customers' engagement decreased month-over-month

   4. Total no. lost Customers in the previous 7 days

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

   7. Live

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 that you can sort by renewal time

8. Engagement Level: overall engagement level for their account over 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

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