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Customer success › Use › Customer Success Management
Release: Australia · Updated: 2026-07-09 · Official documentation · View source

Dashboards

Monitor engagement health, portfolio performance, and risk trends using the customer success dashboards.

Customer success dashboards provide visibility into your engagement portfolio. Use the available dashboards to track key metrics, identify accounts that need attention, and analyze trends across your customer base.

  • Success report dashboard overview
    The success report dashboard helps customer success managers manage the overall customer portfolio.
  • Success portfolio overview
    Get an overall view of your success portfolio including your engagements, account status, escalations, and risks.
  • Risk portfolio dashboard
    Get an overall view of all active risks, top risk categories, and the risk scope of all engagements with which you’re associated.

Parent Topic:Customer success