---
sourceDocument: Australia Proactive Service Experience Workflows
sourceDocumentLink: https://www.servicenow.com/docs/r/australia/proactive-service-exp-workflows

 Release :

    - australia

ft:locale :

    - en-US

ft:publication_title :

    - Australia Proactive Service Experience Workflows

ft:clusterId :

    - psew

bundleId :

    - psew

workflow :

    - Customer and Industry


---

# Portfolio overview tab fields

# Portfolio overview tab fields {#ariaid-title1}

Release version: Australia  
Updated August 18, 2026  
![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read  
The Portfolio overview tab displays revenue retention metrics, renewal risks, growth opportunities, and an AI-generated portfolio briefing.
{#executive-portfolio-overview-tab__table_xcw_shj_fkc__entry__2}

| 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. |
[Table 1. Portfolio overview tab]

{#executive-portfolio-overview-tab__table_xcw_shj_fkc}
**Related concepts**   

* [Executive Portfolio view](https://www.servicenow.com/docs/I3ajO7rMJArg5e7U_kiZ2g "The Executive Portfolio page provides account teams and leadership with a real-time view of account portfolio performance. Use this page to identify at-risk revenue, track renewal readiness, monitor product adoption, and understand customer experience trends.")