Customer Support Management Dashboard - Documentation
Overview
This folder contains the complete specification for the Customer Support Management (CSM) Dashboard, a tool designed to help Pivot's support team monitor customer health and identify at-risk accounts.
Documentation Structure
Product Specifications (for Product/Business Teams)
These documents focus on WHAT the dashboard should do, not HOW it's built:
- overview.md - High-level project overview, goals, and success metrics
- metrics.md - Detailed definitions of customer health metrics
Technical Implementation (for Development Team)
These documents focus on HOW the dashboard is built:
- technical/architecture.md - System architecture, tech stack, and component design
- technical/data-model.md - Firebase database structure, queries, and data flow
- technical/ui-design.md - UI/UX design patterns, components, and layouts
Who Should Read What?
Product Managers, Customer Success Managers, Business Analysts
Read:
- overview.md
- metrics.md
Skip:
- technical/* folder
Developers, Engineers, Technical Leads
Read:
- All documents (overview → metrics → technical docs)
Start with:
- technical/architecture.md for implementation details
Quick Start
- For product review: Start with overview.md to understand the business goals
- For technical implementation: Start with technical/architecture.md to understand the system design
Project Status
Current Phase: Specification & Design Next Steps: Development kickoff after product approval Monday.com Task: #8947895553
Questions or Feedback?
Contact the project team via Slack #pivot-dev or email ciprian@pivotapp.ca