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The Dashboard provides a real-time view of your customer success metrics, including health trends, renewals, and key performance indicators. Use it to quickly understand the state of your customer portfolio.

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Accessing the Dashboard

Navigate to Dashboard from the main menu to view your metrics.

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Dashboard Views

Filter the dashboard to see different customer segments: Use the dropdown in the top-right corner to switch between views.

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Metric Cards

The top row displays key performance indicators:

Total ARR

Annual recurring revenue from customer accounts.

Total Customers

Number of active customer accounts.

My Tasks

Tasks assigned to you that need attention.
Renewal Metrics: Clicking Metric Cards: Renewal and health metric cards are interactive — click any card to navigate directly to a filtered list:
  • Renewal cards — Clicking navigates to the Renewals page, filtered to show only the relevant renewals (closed, due, or overdue). The amount displayed on the card matches the total of the filtered list.
  • Health Distribution — Clicking a health segment navigates to the Accounts page, filtered to show only accounts in that health category.
  • Overall Health Changes — Clicking a change category (Declined, Unchanged, Improved) navigates to the Accounts page with the appropriate filters applied.
Renewal metric cards are only visible when a renewal segment is configured in your organization settings. If no renewal segment is defined, the renewal cards grid will not appear on the dashboard.

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Health Distribution Chart

A stacked bar chart showing how customer health is distributed over time. What it shows:
  • Weekly breakdown of account health levels
  • 6-week rolling window
  • Visual trend of health changes
How to read it:
  • Each bar represents one week
  • Colors indicate health categories (healthy, at-risk, etc.)
  • Track whether health is improving or declining over time

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Health Changes Widget

Monitor how customer health is trending: Period Selection:
  • Weekly: Compare week over week
  • Monthly: Compare month over month
  • Use arrows to navigate to previous periods
Each category includes a sparkline showing the historical trend.

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Health Progress Table

A detailed table showing account-level health transitions. Columns:
  • Account name
  • Previous health level
  • Current health level
  • Health change direction
Features:
  • Click a row to expand and see detailed reasons for health changes
  • Sort by any column
  • Filter to find specific accounts
  • Paginated for large portfolios

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Customization

Period Selection: Widgets that support time-based filtering let you choose:
  • Weekly (default)
  • Monthly
  • Custom date range
Refresh: Click the refresh icon on any widget to get the latest data.

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Dashboard Data

The dashboard pulls data from across Statisfy:
  • ARR: From account records and CRM sync
  • Renewals: From opportunity and renewal tracking
  • Tasks: From your task assignments
  • Health: From Statisfy’s health scoring engine
  • Activities: From synced meetings, calls, and interactions
Data is cached for performance. Most widgets refresh periodically (typically within a few minutes).

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Tips for Using the Dashboard

Start your day on the Dashboard to quickly see renewals due, overdue items, and health changes that need attention.
  • Check the Renewals Overdue card daily to prioritize at-risk renewals
  • Use the Health Progress table to identify accounts needing intervention
  • Switch between My Book and Team Book to manage your portfolio vs. monitor your team
  • Expand health change rows to understand the reasons behind shifts