Risk portfolio dashboard

  • Release version: Australia
  • Updated March 12, 2026
  • 1 minute to read

    • Get an overall view of all active risks, top risk categories, and the risk scope of all engagements with which you’re associated.

    Login as a user with the sn_acct_lc.customer_success_agent role and navigate to Workspaces > CSM/FSM Configurable Workspace and select the Active risk signals icon to view the Active risk portfolio overview page.


    Risk portfolio page
    The following score cards are displayed:
    • Risk signals: The total number of active risk signals and impacted contract value. Select the link to drill down to the list of all risk signals.
    • Risk signals by scope: Active risk signals categorized by scope or state of the engagement such as adoption, onboarding, and so on.
    • Risk signals by probability: Active risk signals grouped by high, moderate, or low probability.
    • Top risk signal categories: The top active risk signal categories based on the risk type defined in the Customer Success Choice record.
    You can do the following:
    • Hover over the charts to see the number of risk and the percentage by scope, probability, and category.
    • Select a specific category in a chart to drill down to the list view of all the risks in that category.
    • Select a chart to drill down to the list of total risks.
    • Select View all risk signals to drill down to the list of all the risk signals.
    • Select the icon to Create a risk signal manually. See Create a risk signal.

    The list of active risk signals are displayed. You can sort this list by Due date, Priority, Probability, or Created on date. Select View all risk signals to view the All risk signals page.

    In the Active risk signals section, you can view the following:
    • A list of all active risk signals. You can filter this list to view risk signals that meet a certain criteria such as:
      • New this week
      • Due in 14 days
      • Overdue
      • Issues
      • Unaddressed
      • Assigned to me
      The total contract value for each of these categories is displayed. You can also see the impacted contract value for each risk signal that matches the selected criteria.
    • For each risk signal, you can view the following details:
      • Priority
      • Due date
      • State
      • Probability
      • Contract value impacted
      • Engagement title

      Select the icon to Create success play manually.

      Select the icon to drill down to the detailed record page.