---
title: Portfolio overview tab fields
description: The Portfolio overview tab displays revenue retention metrics, renewal risks, growth opportunities, and an AI-generated portfolio briefing.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/australia/proactive-service-exp-workflows/product-support-for-technology/executive-portfolio-overview-tab.html
release: australia
product: Product Support for Technology
classification: product-support-for-technology
topic_type: reference
last_updated: "2026-08-18"
reading_time_minutes: 1
breadcrumb: [Reference, Proactive Service Experience Workflows, Product Support for Technology]
---

# Portfolio overview tab fields

The Portfolio overview tab displays revenue retention metrics, renewal risks, growth opportunities, and an AI-generated portfolio briefing.

|Indicator|Description|
|---------|-----------|
|Executive briefing|AI-generated summary of prioritized activities across an account. Displays 7–10 actionable items per account from up to 100 daily triggered activities. Each item includes an AI-generated tag, category \(such as Financial Events\), and impact label.|
|**Risk and renewals**| |
|Gross revenue retention|Percentage of recurring revenue retained from existing customers, excluding expansion or upsell. Measures only revenue lost through churn and downsells.|
|Total ARR by health|Total Annual Recurring Revenue \(ARR\) segmented by account health status. Shows how much revenue is in healthy, at-risk, and critical accounts.|
|Health Changes in the last 60 days|Number of accounts with significant health status changes in the last 60 days. Highlights accounts that improved to healthy status or degraded to at-risk or critical status.|
|Renewals due in 30 days with risks or escalations|Accounts with renewals due in the next 30 days that have active risk signals or open escalations. Represents the highest-urgency renewals needing immediate Customer Success Manager \(CSM\) attention.|
|Accounts dropped to red|Number of accounts whose health status declined to Red \(critical\) this quarter. Tracks health deterioration across the portfolio.|
|Red, yellow renewals|Number of accounts with renewals due in the next 30 days whose health is Red \(critical\) or Yellow \(at-risk\). Shows near-term at-risk renewals needing proactive CSM engagement.|
|**Growth and expansion**| |
|Net revenue retention|Percentage of recurring revenue retained from existing customers, including expansions, upsells, and cross-sells minus churn and downsells. Net revenue retention can exceed 100% when expansion revenue outweighs losses.|
|Opportunities by stage|Distribution of active expansion and renewal opportunities across sales stages. Provides visibility into pipeline status at each stage.|

**Parent Topic:**[Product Support for Technology reference](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/proactive-service-exp-workflows/product-support-for-technology/assurance-workflows-reference.md)

**Related topics**  


[Executive Portfolio view](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/proactive-service-exp-workflows/product-support-for-technology/executive-portfolio-page.md)