Need report and forms to track client status


Working on a project with about 680 customers managed by 8 customer success managers. I need to track each customer's status throughout the project (will run through the year) with about 5 milestones.

I'd also like to have a form so the CSMs can easily update the client's status after speaking with them, and a dashboard or report to show our status.

I'm fairly competent at using Smartsheet templates but haven't built anything from scratch. I see a few templates in the library that might work but wanted to see if anyone has any suggestions before I jump in.


  • Ipshita
    Ipshita ✭✭✭✭✭✭

    Hello @PMwithaDream It would be best to use the existing templates if you have found some useful ones that work in your case. You can also build one from scratch or just edit the template.



    Ipshita Mukherjee