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

 Release :

    - brazil

ft:locale :

    - en-US

ft:publication_title :

    - Brazil Proactive Service Experience Workflows

ft:clusterId :

    - psew

bundleId :

    - psew

workflow :

    - Customer and Industry


---

# Executive Portfolio Financials tab

# Executive Portfolio Financials tab {#ariaid-title1}

Release version: Brazil  
Updated September 10, 2026  
![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read  
View detailed breakdown of Total Annual Recurring Revenue (ARR), retention rates, at-risk revenue, and quarterly revenue movement.
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|   |   |
|-|-|
| Total ARR | Total Annual Recurring Revenue (ARR) across all accounts in your portfolio. Shows cumulative contracted recurring revenue and progress toward your ARR target. |
| Gross revenue retention | Percentage of recurring revenue retained from existing customers, excluding expansion or upsell revenue. Measures only revenue lost through churn and downsells. |
| Net revenue retention | NTotal revenue retained from existing customers including expansions, upsells, and cross-sells, minus churn and downsells. A score above 100% means your existing customers are generating more revenue than the previous period. |
| At risk ARR | Total Annual Recurring Revenue currently at risk of churn or downsell. Identifies the dollar value of revenue exposed to loss based on account health, renewal signals, and risk indicators. |
| Quarterly ARR | Quarterly breakdown of ARR movement showing how revenue is being added, expanded, churned, and retained each quarter. Provides a detailed waterfall view of ARR composition and change drivers across the portfolio. |
[Table 1. Financials tab]

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**Related concepts**   

* [Executive Portfolio view](https://www.servicenow.com/docs/wyPeHSC_aCr7zIBgqph8lQ "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.")