---
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 report dashboard overview

# Success report dashboard overview {#ariaid-title1}

* Freigeben Version: Australia
* 
* Aktualisiert 30. Juni 2026
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 Minute Lesedauer

The success report dashboard enables customer success managers to oversee and manage the overall customer portfolio.

Customer success managers can use this dashboard to monitor engagement metrics, enable their teams to achieve their goals, and manage their own workload. Customer success managers can get a broad view of all the engagements in
their hierarchy.  
* The Director of customer success persona, to whom various managers and agents report can view a total of 14 engagements that include:
  * Manager 2: 1 engagement
  * Abel Tuter: 4 engagements
  * Abraham Lincoln: 2 engagements
  * Beth Anglin: 1 engagement
  * John Smith: 4 engagements
  * Jane Doe: 2 engagements
  {#account-lifecycle-success-report-overview__ul_ink_hcw_lfc}
* The customer success manager with the Manager 1 persona can view a total of 7 engagements that include:
  * Abel Tuter: 4 engagements
  * Abraham Lincoln: 2 engagements
  * Beth Anglin: 1 engagement
  {#account-lifecycle-success-report-overview__ul_kjc_hdw_lfc}
* The customer success manager with the Manager 2 persona can view a total of 7 engagements that include:
  * Manager 2: 1 engagement
  * John Smith: 4 engagements
  * Jane Doe: 2 engagements
  {#account-lifecycle-success-report-overview__ul_ecr_kdw_lfc}
{#account-lifecycle-success-report-overview__ul_ltv_bcw_lfc}

The success report dashboard provides a unified view of all engagements in the hierarchy, enhances productivity, reduces friction, and empowers customer success mangers to make data driven decisions effectively. For more details,
see [Success report dashboard](https://servicenow-prod.fluidtopics.net/zQI_n5be3n~47NO2e7Lydg "Get an overall view of all your engagement and team status overview, risk indicators, onboarding and adoption insights, and expansion and renewal metrics.").
* **[Success report dashboard](https://servicenow-prod.fluidtopics.net/zQI_n5be3n~47NO2e7Lydg)**   
  Get an overall view of all your engagement and team status overview, risk indicators, onboarding and adoption insights, and expansion and renewal metrics.