--- 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 --- # Executive Portfolio view # Executive Portfolio view {#ariaid-title1} Release version: Australia Updated August 12, 2026 ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 2 minutes to read Summarize ![AI sparkle icon](https://servicenow.com/docs/portal-asset/ai-sparkle-icon) Summarized using AI This content was generated using new OpenAI-powered functionality. Results are provided on an as is basis and are not guaranteed to be accurate or complete. ## Summary of Executive Portfolio view The Executive Portfolio page delivers ServiceNow account teams and leadership a consolidated, real-time dashboard to monitor overall portfolio performance. It enables users to identify at-risk revenue, track renewal readiness, monitor product adoption, and analyze customer experience trends within a unified interface. This centralized view supports proactive decision-making to safeguard and grow customer relationships. Show full answer Show less ## Key Features * **Unified Portfolio Health View:** Combines data on revenue retention, renewal risk, and product adoption to reveal how revenue shifts over time and highlight upcoming renewals and account health changes. * **Comprehensive Insights:** Identifies adoption gaps, underutilized capabilities, and progress toward full deployment, enabling targeted retention and expansion efforts. * **Role-Based Access:** Access is controlled via the `sntechexp.executiveportfolioviewer` role for success and sales users, with sales data visibility requiring an additional sales agent role. * **Filtering Options:** Users can filter portfolio indicator cards by geography (Geo and Region) and industry (Market Segment), facilitating focused analysis. * **Tabbed Interface:** The page includes four key tabs: * **Portfolio overview:** Summarizes revenue retention, renewal risk, and growth opportunities at the portfolio level. * **Financials:** Provides detailed Annual Recurring Revenue (ARR), retention rates, at-risk revenue, and quarterly revenue trends. * **Adoption and health:** Displays account health trends, feature adoption gaps, usage patterns, and customer satisfaction metrics. * **All accounts:** Offers a detailed drill-down list of individual accounts with key metrics such as contract value, health scores, risk signals, last touchpoint, and renewal dates. * **Navigation:** Access the Executive Portfolio page via the executive portfolio icon within the CSM/FSM Configurable Workspace or Service Operations Workspace. ## Key Outcomes * Eliminate fragmented data silos by integrating financial, health, and product usage data in one workspace. * Accelerate decision-making with a comprehensive, filterable portfolio dashboard. * Enable proactive customer engagement by detecting health changes and at-risk renewals in real time. * Focus retention and growth strategies by early identification of adoption deficiencies and underused features. 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. ## About the Executive Portfolio page {#executive-portfolio-page__executive-portfolio-page-context} The Executive Portfolio page gives account teams a single, filterable view of portfolio health across revenue, renewal risk, and adoption. It shows how much revenue is retained, at risk, or shifting over time, along with upcoming renewals and recent changes in account health. It also highlights gaps in feature adoption, usage of underutilized capabilities, and progress toward full deployment. Together, these insights help leadership spot urgent risks and prioritize retention and growth efforts.Figure 1. Executive Portfolio page ## Benefits {#executive-portfolio-page__executive-portfolio-page-benefits} The Executive Portfolio provides the following benefits: * Removes fragmented data silos by combining account health, financial, and product usage in a single workspace. * Make faster decisions with a unified view of revenue, renewal risk, and adoption data. * Engage customers proactively by spotting health changes and at-risk renewals in real time. * Prioritize retention and growth efforts by identifying adoption gaps and underutilized capabilities early. {#executive-portfolio-page__ul_f5m_ntb_hkc}. ## Roles {#executive-portfolio-page__technology-account-360-roles} {#executive-portfolio-page__table_pgk_wfq_fkc__entry__2} | Role | Description | |-|-| | sn_tech_exp.executive_portfolio_viewer | Grants access to the Executive portfolio for success and sales users. Note: To view the sales data, you must add the portfolio role with the sales agent role (sn_sales_common.sales_agent). | [Table 1. Executive portfolio user roles] {#executive-portfolio-page__table_pgk_wfq_fkc} ## Filters {#executive-portfolio-page__section_jct_wcj_fkc} Filter indicator cards by the following dimensions. Select one filter at a time. {#executive-portfolio-page__table_wxn_sgj_fkc__entry__2} | Filter | Description | |-|-| | Geo | Filters indicator data by geography. Data from the Territory \[sn_tp_territory\] table Geography field. Note: Selection process permits only one filter at a time. However, when you select Geo, you can then select a region. | | Region | Filters indicator data by region. Data from the Territory \[sn_tp_territory\] table Name field. | | Industry | Filters indicator data by industry. Data from the Customer Account \[customer_account\] table Market Segment field. | [Table 2. Filters] {#executive-portfolio-page__table_wxn_sgj_fkc} ## Tabs {#executive-portfolio-page__section_vmd_4jk_fkc} The Executive Portfolio view contains the following tabs:{#executive-portfolio-page__table_l3t_tdq_fkc__entry__2} | Tab | Details | |-|-| | Portfolio overview | A snapshot of revenue retention, renewal risk, and growth opportunities across the entire portfolio. For more information, see [Portfolio overview tab fields](https://www.servicenow.com/docs/9hjAarmwyVThVxzT6mWAqw "The Portfolio overview tab displays revenue retention metrics, renewal risks, growth opportunities, and an AI-generated portfolio briefing."). | | Financials | A detailed breakdown of Total Annual Recurring Revenue (ARR), retention rates, at-risk revenue, and quarterly revenue movement. For more information, see [Executive Portfolio Financials tab](https://www.servicenow.com/docs/wW~a0DiriDsdVxixwe12XA "View detailed breakdown of Total Annual Recurring Revenue (ARR), retention rates, at-risk revenue, and quarterly revenue movement."). | | Adoption and health | A view into account health trends, feature adoption gaps, product usage, and customer satisfaction. For more information, see [Executive Portfolio Adoption and health tab](https://www.servicenow.com/docs/LOctWqRG_qT77O0g40xZ7w "View the account health trends, feature adoption gaps, product usage, and customer satisfaction."). | | All accounts | A drill-down list of individual accounts underlying the portfolio-level metrics. Shows the following details: * Annual Contract Value * Account Health * 6 week health score * Risk Signal * Last touchpoint * Renewal date | [Table 3. Executive Portfolio tabs] {#executive-portfolio-page__table_l3t_tdq_fkc} ## Navigation {#executive-portfolio-page__section_zzr_qqj_fkc} To open the Executive portfolio page, select executive portfolio icon (![Executive Portfolio Icon.]()) from the CSM/FSM Configurable Workspace or Service Operations Workspace.