Request for Customer Story Tracker or Dashboard Ideas

Katlin Hess · 2025-07-21 19:39:28.499996+00

Random question but does anyone have a customer story tracker / dashboard? I have one that I use personally but my boss has challenged me to make something visible to our leadership. Before I create something from scratch I figured I'd check here -- does anyone have something like this that's working well for you?

Request for Customer Story Tracker or Dashboard Ideas | CMAweekly Customer Marketing and Advocacy Slack

8 comments

· Sorted by Oldest

Alexie Glover
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For what's in progress or for what's already published?
Katlin Hess
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in progress!
Katlin Hess
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But I will probably include what's already published too by segment/product
Wynn Tanner
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For my last team we were using Smartsheets to track everything (not great but it’s what we had) and I had a kanban board view that I shared with my manager and his, and then created a dashboard view as well (working with my ops team) to view stats of published and in progress Right now I’m using Asana and plan to do the same. Although don’t like that I can’t pull in SFDC data easily to make things move faster when adding new customers to the list etc
Jessica Noland
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Hi Katlin Hess, I have a tracker that puts all customer stories in one of three categories:
published (with links to where the live)
in-progress (w/projected dates on when they'll be published or live)
archived/retired (and the reason why they're no longer public or active)
Also, say hi to Tim Sanders for me! We worked together at Upwork and he's at G2 now. 🙂 Edit to add: It's just a G Sheet. Simple, but effective. Cuts out a lot of the noise that happens with project management that execs don't care about.
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Old account - don’t use -Cameron Olshansky
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We use Asana! I've screen shotted a version of what it looks like. Could be easy to set something like this up in a google sheet if you're not using tools like Asana. We have a separate "customer story matrix" in a google sheet for what's published. It's easier for the sales team to filter that way. There's also a zillion more columns to the right that include quotes from the stories, key stats, etc.
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Katlin Hess
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Thanks all, this is super helpful! And Jessica Noland I will! Tim is the best!
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Christine Newman
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We use Asana to track everything in progress and published