---
sourceDocument: Australia Customer Success Management
sourceDocumentLink: https://servicenow-prod.fluidtopics.net/r/de-DE/acct-lifecycle-events

 Release :

    - australia

ft:locale :

    - de-DE

ft:publication_title :

    - Australia Customer Success Management

ft:clusterId :

    - actle

bundleId :

    - actle

workflow :

    - Customer and Industry


---

# Success portfolio dashboard

# Success portfolio dashboard {#ariaid-title1}

* Freigeben Version: Australia
* 
* Aktualisiert 12. März 2026
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 Minute Lesedauer

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.customer_success_agent` role and navigate to WorkspacesCSM/FSM Configurable Workspace 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. Click on the ink to drill down to the list of all your engagements.
* Overall engagement health: The average health of all your active engagements.
* Engagement health by stage: A graphical representation of all your engagements categorized by the engagement stage. Click on a bar chart to drill down to the list of engagements that are in a specific stage.

{#account-lifecycle-success-landing__ul_hbd_4pr_vbc}  

<br />

Hinweis:  
The colors displayed in the Overall engagement health and Engagement health by stage cards are based on the global color banding defined in the color banding table. See [Setup the color banding table](https://servicenow-prod.fluidtopics.net/BEmLLI0B7zQQmrQP9WwDlA "Use the color banding table to set up how the engagement health score is visually represented in the Success Landing and Engagement pages.") for details.  
In the My Active Engagements section, you can view the following:

* A list of all active engagements. You can filter this list to view engagements that meet a certain criteria such as:
  * New
  * Poor health
  * Escalated
  * Renewals due in 90 days
  {#account-lifecycle-success-landing__ul_qxm_yrd_zdc}
* For each engagement, you can view the following details:
  * Contract value
  * Health score
  * 6 week health score
  * Perceived health
  * Active risk signals
  * Last touchpoint
  * Next renewal date

  {#account-lifecycle-success-landing__ul_f15_bsd_zdc}  
  Hinweis:  
  The colors used in the health score displayed for each engagement is derived from the metric based color banding defined in the Color Banding table. See [Setup the color banding table](https://servicenow-prod.fluidtopics.net/BEmLLI0B7zQQmrQP9WwDlA "Use the color banding table to set up how the engagement health score is visually represented in the Success Landing and Engagement pages.") for details.Click on an engagement to drill down to the detailed record page.
{#account-lifecycle-success-landing__ul_cmj_1qc_1cc}