---
title: Success portfolio overview
description: Get an overall view of your success portfolio including your engagements, account status, escalations, and risks.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/australia/acct-lifecycle-events/account-lifecycle-success-landing.html
release: australia
topic_type: concept
last_updated: "2026-03-12"
reading_time_minutes: 1
breadcrumb: [Dashboards, Customer success, Use, Customer Success Management]
---

# Success portfolio overview

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 **Workspaces** > **CSM/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’re associated. Select 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. Select a bar chart to drill down to the list of engagements that are in a specific stage.

\[Omitted image "account-lifecycle-success-landing.png"\] Alt text: Customer success landing page

**Note:** 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 [Set up the color banding table](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/acct-lifecycle-events/account-lifecycle-setup-color-banding.md) 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
-   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
    **Note:** 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 [Set up the color banding table](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/acct-lifecycle-events/account-lifecycle-setup-color-banding.md) for details.

    Select an engagement to drill down to the detailed record page.


**Parent Topic:**[Dashboards](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/acct-lifecycle-events/account-lifecycle-dashboards.md)