---
sourceDocument: Zurich IT Asset Management
sourceDocumentLink: https://www.servicenow.com/docs/r/zurich/it-asset-management

 Release :

    - zurich

ft:locale :

    - en-US

ft:publication_title :

    - Zurich IT Asset Management

ft:clusterId :

    - itam

bundleId :

    - itam

workflow :

    - Technology


---

# Success portal view in Software Asset Workspace

# Success portal view in Software Asset Workspace {#ariaid-title1}

* Release version: Zurich
* 
* Updated July 31, 2025
* 
* ![](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 Success portal view in Software Asset Workspace

The Success portal view in Software Asset Workspace enables ServiceNow customers to monitor and enhance their Software Asset Management (SAM) application effectively.
It provides tools to set and track success goals, assign activities, conduct software health checks, manage software updates through Value builder tasks, and mature SAM programs using predefined maturity stages.
This centralized view helps maximize software license value and improve SAM processes over time.
Show full answer Show less  

## Key Features

* **Track SAM Progress with Success Goals:** Create and monitor goals to analyze software license value and projected savings, helping customers focus on key license metrics.
* **Success Activities:** Assign and track activities linked to success goals to ensure progress and accountability.
* **Software Health Checks:** Perform reviews on licenses, permissions, and configurations to optimize software usage and compliance.
* **Value Builder Tasks:** Automatically generate tasks for software upgrades, publisher packs, and integrations, with the option to create custom tasks to keep software up to date.
* **SAM Program Maturity Stages:** Guide program improvement through Crawl, Walk, and Run maturity stages, linking maturity items to goals and tasks for continuous enhancement and reporting.
* **Email Notifications:** Receive notifications when success goals or activities are assigned or marked for review, ensuring timely communication within teams.
* **Domain Support:** Filter Success portal data by domain if the Performance Analytics - Domain Support plugin is activated, supporting domain-separated environments.

## Success Portal Dashboard Widgets

* **SAM Maturity:** Displays the current maturity stage and allows viewing detailed maturity items.
* **Completed Success Goals:** Shows the total number of goals completed.
* **Total Success Savings:** Reflects actual savings achieved from completed goals.
* **Projected Savings:** Summarizes anticipated savings based on goal status and category.
* **All Goals:** Groups success goals by statuses such as Draft, In Progress, Pending Review, Completed, and Canceled.
* **Health Check and Value Builder Data:** Indicates the percentage of passed health checks and the number of completed value builder tasks.
* **Open Activities:** Lists success goal activities that are currently open and require attention.

## Practical Use for ServiceNow Customers

By utilizing the Success portal view, ServiceNow customers can systematically measure and improve their SAM application effectiveness. It supports proactive management of software licenses, driving cost savings and compliance through actionable goals and health checks. The maturity model encourages continuous SAM program development, while automated notifications and domain filtering facilitate collaborative and organized oversight across teams and organizational units.  
Use the Success portal view in Software Asset Workspace to track the progress of your Software Asset Management (SAM) application with success goals, assign activities to track the success of your goals, run health checks on your software, maximize the usage of your SAM capabilities, and mature your SAM program
with predefined maturity items.  
Success portal helps you perform the following actions:

* Track the progress of your SAM application through success goals

  Success goals help you analyze the value that you get out of your software licenses and calculate your projected savings.
  Create success goals for the licenses that you want to track. For more information about creating a success goal, see [Create success goals for Software Asset Management](https://www.servicenow.com/docs/0fZWIxJR0OOZhBQmErBU9A "Create success goals to track the success of the Software Asset Management application in your instance.").
* Track the progress of your success goals

  Track the success of your goals by creating success activities for the goals. For more information, see [Create success activities for Software Asset Management](https://www.servicenow.com/docs/FMsTp7omrO9Xc2zFp2GStA "Create success activities to track the success of your goals.").
* Perform a health check on your software

  Run health checks to review the health of licenses, permissions, and configurations to get the best out of each software suite. For more information,
  see [Health check](https://www.servicenow.com/docs/xO98ojWpLYD51nx~94OAqw "Use the Health check dashboard to view the results of the health scan that is performed on the configurations in your Software Asset Management application.").
* Keep your software up to date using Value builder tasks

  Get an overview of which software upgrades, publisher packs, and integrations you must set up with Value builder tasks. These tasks
  are created automatically, but you can create your own as necessary. For more information, see [Value builder](https://www.servicenow.com/docs/HTRs4_yfBj1DdyBIWxXL0w "Maximize the usage of your Software Asset Management application capabilities by getting insights into integrations, playbooks, and other installations.").
* Mature your SAM program with predefined maturity items

  The program maturity is categorized into Crawl, Walk, and Run stages to help you improve the value return of your SAM program,
  including processes, features, functionalities, and capabilities within your organization. You can link these maturity items to Success goals and Value builder tasks to track and report on the improvements of your SAM
  application over time. For more information, see [View all maturity items for Software Asset Management](https://www.servicenow.com/docs/89DdbK_nW6KnP4MByuRlBw "View the maturity of your Software Asset Management (SAM) program to analyze the status of each maturity stage, where each stage shows the number of maturity items completed.").
{#success-portal-view__ul_qcp_s5j_bzb}  
Email notifications are sent when the following conditions are met:

* To a group, when a success goal is assigned to that group.
* To an owner, when a success goal is assigned to that owner.
* To an owner, when a success goal is marked as Pending Review.
* To an assigned user or an assignment group, when a success activity is assigned.
{#success-portal-view__ul_tjg_cr2_zsb}

Access the Success portal view by navigating to Software Asset WorkspaceSuccess portal.

The Success portal supports domain separation when the Performance Analytics - Domain Support plugin (com.snc.pa.domain_support) is activated. To filter the data by domain, select a domain at the top of the dashboard.  
Figure 1. Success portal view  
{#success-portal-view__table_whp_cqv_1tb__entry__2}

| Widget | Description |
|-|-|
| SAM maturity | Current stage of your SAM program maturity such as the Crawl, Walk, or Run stage. View the maturity items of each stage by selecting View all maturity items. For more information, see [View all maturity items for Software Asset Management](https://www.servicenow.com/docs/89DdbK_nW6KnP4MByuRlBw "View the maturity of your Software Asset Management (SAM) program to analyze the status of each maturity stage, where each stage shows the number of maturity items completed."). |
| Completed success goals | Total number of completed success goals. |
| Total success savings | Actual savings from the completed success goals. |
| Projected savings | Anticipated savings from the success goals are grouped by the status and category of the goal. |
| All goals | All success goals grouped by the following statuses: * Draft * In Progress * Pending Review * Completed * Canceled {#success-portal-view__ul_btj_ygl_bzb} |
| Health check and value builder data |   |
| Health checks passed | Percentage of successful health checks. |
| Completed value builder tasks | Number of value builder tasks that are completed. |
| Open activities | Open success goal activities. |
[Table 1. Success portal dashboard]

{#success-portal-view__table_whp_cqv_1tb}

*[\>]: and then