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Company profile (2) — Account stages and scorecard overview in Lantern

Lantern Dashboards

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Account stages and scorecard overview in Lantern

The Overview tab on an account in Lantern, with the stages opened up. Hovering a stage, here onboarding, shows its sub-stages as a short checklist: finished steps get a green check, the current one is highlighted, and the next steps wait below.

Under the stages, scorecard measures such as adoption, allocation and CSM days since last connect sit as pills with a red or green dot. Update Fields lists the account’s details in saved views, from All Customers to CSM Accounts and Forecast.

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