---
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


---

# Use Technology Account 360

# Review an account by using the Technology Account
360 {#ariaid-title1}

Release version: Brazil  
Updated September 10, 2026  
![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read  
Review a customer or partner's account by using the Technology Account 360 view provided by the Proactive Service Experience Workflows application inside of Service Operations Workspace. You can track your data and tasks related to customer's or partner's and then take action to improve your delivery of service.

## Before you begin

Role required: sn_acct_lc.customer_success_agent, sn_ind_tsm_sdwan.app_eng

## Procedure

1. Navigate to WorkspacesService Operations Workspace.
2. Select the list icon (![List Icon.]())
3. Navigate to AccountsAll.
4. In the Accounts list, select a customer account.  
   Note:  
   You can also access this view by selecting a company (account) name account inside the various incident lists or within the incident form in Service Operations Workspace.
5. Review the following account details.

   | Option | Details |
   | Overview tab | Select the Overview tab to view the touchpoints, escalations, and milestones. For more information, see [Technology Account 360 Overview tab](https://www.servicenow.com/docs/Z1T_C_IaKFDyslaqaWf4uw "The Overview tab in the Technology Account 360 displays touchpoints, escalations, milestones, and a daily account briefing for the customer account."). |
   | Account health tab | Select the Account health tab to view the health insights. For more information, see [Technology Account 360 Account health tab](https://www.servicenow.com/docs/T_sgof0X73HNZaMV2qJ40g "The Account health tab displays customer account health scores, trend forecasts, and performance indicators to help assess account status and renewal likelihood."). |
   | Financials tab | Select the Financials tab to view the financial insights. For more information, see [Technology Account 360 Financials tab](https://www.servicenow.com/docs/NAvqG0Y8rfsare~Yh~ocCg "View financial insights for customer accounts in the Technology Account 360 Financials tab."). |
   | Product adoption tab | Select the Product adoption tab to view the product adoption insights. For more information, see [Technology Account 360 Product adoption tab](https://www.servicenow.com/docs/e~76V2EwlbQjXyC6VaxbkQ "The Product adoption tab displays onboarding records, implementation status, and adoption insights for customer accounts."). |
   | Open work tab | Select the Open work tab to view the work insights. For more information, see [Technology Account 360 Open work tab](https://www.servicenow.com/docs/oAcKvRabX2FXJyIkwJEkBg "The Open work tab in the Technology Account 360 view displays work insights and open work items for the customer account."). |
   | Contextual Side-panel | * To view the recommended next-best actions, select the recommended actions (![Recommended Actions Icon.]()) icon. * To view the customer contact details, select the customer contacts (![Customer Contacts Icon.]()) icon. * To view the teams contact details, select the teams contact (![Teams Contact Icon.]()) icon. * To get a chronological view of case history, select the customer timeline (![Customer Timeline Icon.]()) icon. {#review-customer-account-360-psew__ul_bcg_ztr_fkc} |
   |-|-|

   {#review-customer-account-360-psew__choicetable_byy_nsr_fkc}
{#review-customer-account-360-psew__steps_hhq_5sb_nxb}

*[\>]: and then