---
sourceDocument: Yokohama Proactive Service Experience Workflows
sourceDocumentLink: https://servicenow-prod.fluidtopics.net/r/yokohama/proactive-service-exp-workflows

 Release :

    - yokohama

ft:locale :

    - en-US

ft:publication_title :

    - Yokohama Proactive Service Experience Workflows

ft:clusterId :

    - psew

bundleId :

    - psew

workflow :

    - Customer and Industry


---

# Review an account by using the 360 View in Proactive Service Experience Workflows

# Review an account by using the 360 View in Proactive Service Experience Workflows {#ariaid-title1}

Release version: Yokohama  
Updated January 30, 2025  
![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read  
Review a customer or partner's account by using the Operations Account 360 view provided by the Proactive Service Experience Workflows application inside of Service Operations Workspace. You can track your data and tasks related to a customer's or partner's and then act to improve your delivery of service.

## Before you begin

Role required: sn_ind_tsm_core_noc_agent

## Procedure

1. Navigate to WorkspacesService Operations Workspace.
2. From the Service Operations Workspace Lists tab, select AccountsAll.
3. In the Accounts list, select a customer account.  
   Note:  
   You can also access this view by selecting a company (account) name account inside the various incident lists or within the incident form in Service Operations Workspace.
4. In the Account Information page, in the Customer Summary section, review the general customer details for the selected account.  
   These details include Active status of the customer, Rank tier, and the number of employees. If this account has any escalations, you can view it by clicking View Escalations. In the Overview
   section, view the insights into account information.
   {#review-customer-account-360-psew__table_em2_fg2_5tb__entry__2}

   | Field | Description |
   |-|-|
   | Account Team Members | Team members of this customer. Select View all to see the list of all the team members. |
   | Key Customer Contacts | Important contacts of this customer. Select View all to see the list of all the key customer contacts. |
   | Single Score Cards | * Contracts * Entitlements * CSAT Note: Results are from the assessments tied to the out-of-the-box Customer Satisfaction Survey provided by the Core CSM plugin. * Escalation Cases * Sold Products * Install Base * Assets * Configuration Items {#review-customer-account-360-psew__ul_kjw_fyt_gwb} |
   | On-going Technical Support Work | * Closed Tasks * Weekly New Tasks vs Closed Tasks * Current Month Task SLA Achievement {#review-customer-account-360-psew__ul_fv1_5yt_gwb} |
   | Changes | Change requests raised by your account |
   | Problems | Problems related to the account |
   | Incidents | Incidents related to the account |
   | Incidents SLA | Incident SLAs related to the account |
   | Outages | Outages related to the account |
   | Requests | Requests related to the account |
   | Cases | Cases related to the account |
   | Contextual Side-panel | * Attachments * Templates * Account Assist Note: You can also search for Major Incidents, Major Cases, Knowledge, Articles, or Catalog Items. {#review-customer-account-360-psew__ul_xp2_n15_gwb} |
   [Table 1. Account Information page - Account Overview tab]

   {#review-customer-account-360-psew__table_em2_fg2_5tb}
5. In the Analytics page, use the dashboards to review operational data and monitor current process performance.  
   * Analytics Snapshot
   * Core KPIs
   * Service Level
   * Proactive Service

   {#review-customer-account-360-psew__ul_glx_npq_bcc} For more information, see [Account 360 Analytics dashboards](https://servicenow-prod.fluidtopics.net/OBG_RKLhq~4L5ZPUZEJ~FA "The Analytics dashboards provided by Operations Account 360 view displays charts and summary data on metrics like proactive cases, account escalations, SLAs, channels used, core KPIs, and more.").
6. In the Related Records page, the default lists provided are:  
   * Users
   * Contacts
   * Account Addresses
   * Product Models
   * Vendor Catalog Items
   {#review-customer-account-360-psew__ul_jdc_3zh_hwb}
{#review-customer-account-360-psew__steps_hhq_5sb_nxb}

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