Portfolio overview tab fields

reference australia Updated Sep 10, 2026 1 min read executive-portfolio-overview-tab.md

The Portfolio overview tab displays revenue retention metrics, renewal risks, growth opportunities, and an AI-generated portfolio briefing.

Indicator	Description
Executive briefing	AI-generated summary of prioritized activities across an account. Displays 7–10 actionable items per account from up to 100 daily triggered activities. Each item includes an AI-generated tag, category (such as Financial Events), and impact label.
Risk and renewals
Gross revenue retention	Percentage of recurring revenue retained from existing customers, excluding expansion or upsell. Measures only revenue lost through churn and downsells.
Total ARR by health	Total Annual Recurring Revenue (ARR) segmented by account health status. Shows how much revenue is in healthy, at-risk, and critical accounts.
Health Changes in the last 60 days	Number of accounts with significant health status changes in the last 60 days. Highlights accounts that improved to healthy status or degraded to at-risk or critical status.
Renewals due in 30 days with risks or escalations	Accounts with renewals due in the next 30 days that have active risk signals or open escalations. Represents the highest-urgency renewals needing immediate Customer Success Manager (CSM) attention.
Accounts dropped to red	Number of accounts whose health status declined to Red (critical) this quarter. Tracks health deterioration across the portfolio.
Red, yellow renewals	Number of accounts with renewals due in the next 30 days whose health is Red (critical) or Yellow (at-risk). Shows near-term at-risk renewals needing proactive CSM engagement.
Growth and expansion
Net revenue retention	Percentage of recurring revenue retained from existing customers, including expansions, upsells, and cross-sells minus churn and downsells. Net revenue retention can exceed 100% when expansion revenue outweighs losses.
Opportunities by stage	Distribution of active expansion and renewal opportunities across sales stages. Provides visibility into pipeline status at each stage.

Parent Topic:Product Support for Technology reference

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Executive Portfolio view

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---
title: Portfolio overview tab fields
description: The Portfolio overview tab displays revenue retention metrics, renewal risks, growth opportunities, and an AI-generated portfolio briefing.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/australia/proactive-service-exp-workflows/product-support-for-technology/executive-portfolio-overview-tab.html
release: australia
product: Product Support for Technology
classification: product-support-for-technology
topic_type: reference
last_updated: "2026-09-10"
reading_time_minutes: 1
breadcrumb: [Reference, Proactive Service Experience Workflows, Product Support for Technology]
---

# Portfolio overview tab fields

The Portfolio overview tab displays revenue retention metrics, renewal risks, growth opportunities, and an AI-generated portfolio briefing.

|Indicator|Description|
|---------|-----------|
|Executive briefing|AI-generated summary of prioritized activities across an account. Displays 7–10 actionable items per account from up to 100 daily triggered activities. Each item includes an AI-generated tag, category \(such as Financial Events\), and impact label.|
|**Risk and renewals**| |
|Gross revenue retention|Percentage of recurring revenue retained from existing customers, excluding expansion or upsell. Measures only revenue lost through churn and downsells.|
|Total ARR by health|Total Annual Recurring Revenue \(ARR\) segmented by account health status. Shows how much revenue is in healthy, at-risk, and critical accounts.|
|Health Changes in the last 60 days|Number of accounts with significant health status changes in the last 60 days. Highlights accounts that improved to healthy status or degraded to at-risk or critical status.|
|Renewals due in 30 days with risks or escalations|Accounts with renewals due in the next 30 days that have active risk signals or open escalations. Represents the highest-urgency renewals needing immediate Customer Success Manager \(CSM\) attention.|
|Accounts dropped to red|Number of accounts whose health status declined to Red \(critical\) this quarter. Tracks health deterioration across the portfolio.|
|Red, yellow renewals|Number of accounts with renewals due in the next 30 days whose health is Red \(critical\) or Yellow \(at-risk\). Shows near-term at-risk renewals needing proactive CSM engagement.|
|**Growth and expansion**| |
|Net revenue retention|Percentage of recurring revenue retained from existing customers, including expansions, upsells, and cross-sells minus churn and downsells. Net revenue retention can exceed 100% when expansion revenue outweighs losses.|
|Opportunities by stage|Distribution of active expansion and renewal opportunities across sales stages. Provides visibility into pipeline status at each stage.|

**Parent Topic:**[Product Support for Technology reference](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/proactive-service-exp-workflows/product-support-for-technology/assurance-workflows-reference.md)

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[Executive Portfolio view](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/proactive-service-exp-workflows/product-support-for-technology/executive-portfolio-page.md)