Success landing page
Get an overall view of your success portfolio including your engagements, account status, escalations, and risks.
Login as a user with the sn_acct_lc.ale_success_agent role and navigate to to view the Success landing page. This page provides a high level overview of your success portfolio. The following score cards with real time data are displayed:
- Total engagements: The total number of engagements with which you are associated.
- Health declined: The number of engagements whose Perceived health has declined and is in a yellow or red state.
- Escalated account: The number of engagements with escalated accounts.
- Renewals due in 90 days: The number of engagements with renewals due in 90 days.
- New engagements: Any engagements that are new and do not have objectives associated with them.
Click on a tile to drill down to the list of engagements that match the criteria.
You can also view the following:
- Total number active engagements.
- Select an engagement to view a list of active touchpoints, risk signals, success initiatives, and success cases. You can click on a link to drill down to the detailed record page.
Select an active engagement and click View engagement to view the engagement record page.